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Cedar Mountain Advisors’s Walmart Inc WMT Stock Holding History

Cedar Mountain 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 		$203K Buy
1,794
+1
+0.1% +$124 0.04% 73
2026
Q1 		$223K Buy
1,793
+55
+3% +$6.75K 0.04% 59
2025
Q4 		$194K Hold
1,738
– – 0.04% 65
2025
Q3 		$179K Buy
1,738
+113
+7% +$11.2K 0.03% 66
2025
Q2 		$159K Hold
1,625
– – 0.03% 62
2025
Q1 		$143K Sell
1,625
-16
-1% -$1.5K 0.03% 61
2024
Q4 		$148K Sell
1,641
-43
-3% -$3.73K 0.03% 61
2024
Q3 		$136K Sell
1,684
-107
-6% -$7.86K 0.03% 62
2024
Q2 		$121K Hold
1,791
– – 0.03% 55
2024
Q1 		$108K Buy
1,791
+99
+6% +$5.67K 0.03% 55
2023
Q4 		$88.9K Hold
1,692
– – 0.02% 56
2023
Q3 		$90.2K Hold
1,692
– – 0.03% 56
2023
Q2 		$88.7K Buy
1,692
+30
+2% +$1.51K 0.03% 59
2023
Q1 		$81.7K Hold
1,662
– – 0.02% 61
2022
Q4 		$78.6K Hold
1,662
– – 0.02% 57
2022
Q3 		$72K Hold
1,662
– – 0.02% 61
2022
Q2 		$67K Hold
1,662
– – 0.02% 60
2022
Q1 		$83K Hold
1,662
– – 0.02% 63
2021
Q4 		$80K Hold
1,662
– – 0.02% 64
2021
Q3 		$77K Hold
1,662
– – 0.03% 61
2021
Q2 		$78K Sell
1,662
-3
-0.2% -$140 0.03% 60
2021
Q1 		$75K Hold
1,665
– – 0.03% 58
2020
Q4 		$80K Hold
1,665
– – 0.03% 56
2020
Q3 		$78K Hold
1,665
– – 0.03% 52
2020
Q2 		$66K Buy
1,665
+144
+9% +$5.92K 0.03% 55
2020
Q1 		$58K Sell
1,521
-1,371
-47% -$52.7K 0.03% 51
2019
Q4 		$115K Buy
+2,892
New +$115K 0.05% 44

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Cedar Mountain Advisors's WMT Position: Q2 2026 in Review

Cedar Mountain Advisors increased its Walmart Inc (WMT) stake by 0.06% in Q2 2026, buying an estimated $124 and bringing the position to 1,794 shares worth $203K. The position accounts for 0.04% of the portfolio, ranked #73.

Cedar Mountain Advisors first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $223K in Q1 2026. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Cedar Mountain Advisors held 1,794 shares of Walmart Inc worth $203K as of Q2 2026.
  • Cedar Mountain Advisors bought 1 Walmart Inc share in Q2 2026, an estimated $124.
  • Walmart Inc made up 0.04% of Cedar Mountain Advisors's portfolio in Q2 2026, its #73 holding.
  • Cedar Mountain Advisors first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • Cedar Mountain Advisors's Walmart Inc position peaked at $223K in Q1 2026.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.