Central Valley Advisors’s Walmart Inc WMT Stock Holding History

Central Valley 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	$2.58M	Sell	22,790 -1,739	-7%	-$216K	0.66%	43
2026 Q1	$3.05M	Sell	24,529 -7,870	-24%	-$966K	0.83%	33
2025 Q4	$3.61M	Sell	32,399 -1,210	-4%	-$130K	1.08%	27
2025 Q3	$3.46M	Sell	33,609 -28	-0.1%	-$2.79K	1.07%	26
2025 Q2	$3.29M	Sell	33,637 -185	-0.5%	-$17.6K	1.12%	26
2025 Q1	$2.97M	Sell	33,822 -5,216	-13%	-$489K	1.13%	27
2024 Q4	$3.53M	Buy	39,038 +147	+0.4%	+$12.8K	1.6%	15
2024 Q3	$3.14M	Buy	38,891 +348	+0.9%	+$25.6K	1.77%	15
2024 Q2	$2.8M	Sell	38,543 -4,568	-11%	-$288K	1.19%	23
2024 Q1	$2.59M	Buy	43,111 +1,840	+4%	+$105K	1.34%	19
2023 Q4	$2.17M	Buy	+41,271	New	+$2.18M	1.28%	16

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Central Valley Advisors's WMT Position: Q2 2026 in Review

Central Valley Advisors reduced its Walmart Inc (WMT) stake by 7.1% in Q2 2026, selling an estimated $216K and leaving 22,790 shares worth $2.58M. The position accounts for 0.66% of the portfolio, ranked #43.

Central Valley Advisors first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.61M in Q4 2025. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Central Valley Advisors held 22,790 shares of Walmart Inc worth $2.58M as of Q2 2026.
Central Valley Advisors sold 1,739 Walmart Inc shares in Q2 2026, an estimated $216K.
Walmart Inc made up 0.66% of Central Valley Advisors's portfolio in Q2 2026, its #43 holding.
Central Valley Advisors first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Central Valley Advisors's Walmart Inc position peaked at $3.61M in Q4 2025.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.