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Carolina Wealth Advisors’s Walmart Inc WMT Stock Holding History

Carolina 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 		$204K Hold
1,804
– – 0.08% 86
2026
Q1 		$224K Buy
1,804
+129
+8% +$15.8K 0.09% 88
2025
Q4 		$187K Sell
1,675
-158
-9% -$17K 0.08% 77
2025
Q3 		$189K Sell
1,833
-396
-18% -$39.4K 0.08% 77
2025
Q2 		$218K Hold
2,229
– – 0.11% 58
2025
Q1 		$196K Hold
2,229
– – 0.11% 70
2024
Q4 		$201K Sell
2,229
-540
-20% -$46.9K 0.11% 65
2024
Q3 		$224K Hold
2,769
– – 0.11% 55
2024
Q2 		$187K Hold
2,769
– – 0.09% 57
2024
Q1 		$167K Buy
2,769
+570
+26% +$32.6K 0.09% 64
2023
Q4 		$116K Buy
2,199
+75
+4% +$3.97K 0.06% 78
2023
Q3 		$113K Buy
2,124
+93
+5% +$4.95K 0.06% 87
2023
Q2 		$106K Sell
2,031
-30
-1% -$1.51K 0.06% 73
2023
Q1 		$101K Buy
2,061
+72
+4% +$3.42K 0.06% 84
2022
Q4 		$94K Buy
1,989
+105
+6% +$4.99K 0.06% 82
2022
Q3 		$81K Buy
1,884
+78
+4% +$3.42K 0.06% 83
2022
Q2 		$73K Buy
1,806
+102
+6% +$4.7K 0.05% 98
2022
Q1 		$85K Buy
1,704
+90
+6% +$4.22K 0.05% 102
2021
Q4 		$78K Sell
1,614
-1,533
-49% -$73.2K 0.04% 118
2021
Q3 		$146K Hold
3,147
– – 0.1% 89
2021
Q2 		$148K Hold
3,147
– – 0.1% 73
2021
Q1 		$142K Buy
3,147
+267
+9% +$12.4K 0.1% 55
2020
Q4 		$138K Buy
2,880
+2,100
+269% +$102K 0.11% 50
2020
Q3 		$36K Buy
780
+285
+58% +$12.7K 0.03% 71
2020
Q2 		$20K Sell
495
-189
-28% -$7.77K 0.02% 90
2020
Q1 		$26K Hold
684
– – 0.03% 65
2019
Q4 		$27K Buy
+684
New +$27.2K 0.03% 85

Other funds holding WMT

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

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

Carolina Wealth Advisors held its Walmart Inc (WMT) position steady in Q2 2026 at 1,804 shares worth $204K. The position accounts for 0.08% of the portfolio, ranked #86.

Carolina Wealth Advisors first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $224K in Q1 2026. 1,826 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Carolina Wealth Advisors held 1,804 shares of Walmart Inc worth $204K as of Q2 2026.
  • Carolina Wealth Advisors left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.08% of Carolina Wealth Advisors's portfolio in Q2 2026, its #86 holding.
  • Carolina Wealth Advisors first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • Carolina Wealth Advisors's Walmart Inc position peaked at $224K in Q1 2026.
  • 1,826 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.