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Carson Advisory’s Walmart Inc WMT Stock Holding History

Carson Advisory’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 		$1.22M Sell
10,778
-235
-2% -$29.2K 0.56% 39
2026
Q1 		$1.37M Sell
11,013
-847
-7% -$104K 0.71% 30
2025
Q4 		$1.32M Buy
11,860
+532
+5% +$57.1K 0.69% 33
2025
Q3 		$1.17M Buy
11,328
+202
+2% +$20.1K 0.63% 38
2025
Q2 		$1.09M Buy
11,126
+533
+5% +$50.8K 0.69% 35
2025
Q1 		$930K Buy
10,593
+64
+0.6% +$6K 0.63% 41
2024
Q4 		$951K Sell
10,529
-4
-0% -$347 0.66% 42
2024
Q3 		$851K Sell
10,533
-388
-4% -$28.5K 0.53% 53
2024
Q2 		$739K Buy
10,921
+777
+8% +$48.9K 0.52% 59
2024
Q1 		$610K Buy
10,144
+214
+2% +$12.2K 0.43% 78
2023
Q4 		$522K Hold
9,930
– – 0.41% 79
2023
Q3 		$529K Buy
9,930
+153
+2% +$8.14K 0.46% 75
2023
Q2 		$512K Buy
9,777
+9
+0.1% +$454 0.43% 78
2023
Q1 		$480K Buy
9,768
+324
+3% +$15.4K 0.43% 73
2022
Q4 		$446K Buy
9,444
+648
+7% +$30.8K 0.43% 65
2022
Q3 		$380K Buy
8,796
+903
+11% +$39.6K 0.42% 64
2022
Q2 		$320K Sell
7,893
-108
-1% -$4.98K 0.36% 81
2022
Q1 		$397K Buy
8,001
+378
+5% +$17.7K 0.39% 69
2021
Q4 		$368K Buy
+7,623
New +$364K 0.37% 74

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Carson Advisory's WMT Position: Q2 2026 in Review

Carson Advisory reduced its Walmart Inc (WMT) stake by 2.1% in Q2 2026, selling an estimated $29.2K and leaving 10,778 shares worth $1.22M. The position accounts for 0.56% of the portfolio, ranked #39.

Carson Advisory first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.37M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Carson Advisory held 10,778 shares of Walmart Inc worth $1.22M as of Q2 2026.
  • Carson Advisory sold 235 Walmart Inc shares in Q2 2026, an estimated $29.2K.
  • Walmart Inc made up 0.56% of Carson Advisory's portfolio in Q2 2026, its #39 holding.
  • Carson Advisory first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Carson Advisory's Walmart Inc position peaked at $1.37M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.