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Canvas Wealth Advisors’s Walmart Inc WMT Stock Holding History

Canvas Wealth Advisors’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.92M Sell
25,809
-183
-0.7% -$22.7K 0.41% 47
2026
Q1 		$3.24M Sell
25,992
-222
-0.8% -$27.3K 0.55% 36
2025
Q4 		$2.93M Buy
26,214
+4,332
+20% +$465K 0.5% 43
2025
Q3 		$2.23M Buy
21,882
+881
+4% +$87.7K 0.41% 49
2025
Q2 		$2.05M Buy
21,001
+3,292
+19% +$314K 0.4% 48
2025
Q1 		$1.68M Buy
17,709
+151
+0.9% +$14.2K 0.43% 44
2024
Q4 		$1.59M Buy
17,558
+260
+2% +$22.6K 0.4% 46
2024
Q3 		$1.4M Buy
17,298
+2,043
+13% +$150K 0.39% 45
2024
Q2 		$1.06M Buy
15,255
+111
+0.7% +$6.99K 0.33% 48
2024
Q1 		$903K Buy
15,144
+894
+6% +$51.2K 0.3% 50
2023
Q4 		$766K Sell
14,250
-375
-3% -$19.8K 0.28% 51
2023
Q3 		$774K Sell
14,625
-588
-4% -$31.3K 0.32% 52
2023
Q2 		$808K Sell
15,213
-1,815
-11% -$91.6K 0.3% 52
2023
Q1 		$859K Sell
17,028
-12,555
-42% -$596K 0.36% 46
2022
Q4 		$1.39M Sell
29,583
-204
-0.7% -$9.69K 0.58% 35
2022
Q3 		$1.4M Sell
29,787
-5,481
-16% -$240K 0.6% 35
2022
Q2 		$1.43M Buy
35,268
+7,476
+27% +$345K 0.58% 43
2022
Q1 		$1.41M Buy
27,792
+6,006
+28% +$282K 0.52% 49
2021
Q4 		$1.05M Buy
21,786
+5,505
+34% +$263K 0.38% 58
2021
Q3 		$756K Buy
16,281
+330
+2% +$15.9K 0.31% 64
2021
Q2 		$750K Buy
15,951
+3,039
+24% +$142K 0.34% 61
2021
Q1 		$602K Buy
+12,912
New +$598K 0.35% 63

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Canvas Wealth Advisors's WMT Position: Q2 2026 in Review

Canvas Wealth Advisors reduced its Walmart Inc (WMT) stake by 0.7% in Q2 2026, selling an estimated $22.7K and leaving 25,809 shares worth $2.92M. The position accounts for 0.41% of the portfolio, ranked #47.

Canvas Wealth Advisors first reported a position in WMT in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.24M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Canvas Wealth Advisors held 25,809 shares of Walmart Inc worth $2.92M as of Q2 2026.
  • Canvas Wealth Advisors sold 183 Walmart Inc shares in Q2 2026, an estimated $22.7K.
  • Walmart Inc made up 0.41% of Canvas Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • Canvas Wealth Advisors first reported a position in Walmart Inc in Q1 2021 and has held it in 22 quarters since.
  • Canvas Wealth Advisors's Walmart Inc position peaked at $3.24M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.