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Certified Advisory Corp’s Walmart Inc WMT Stock Holding History

Certified Advisory Corp’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 		$2.59M Sell
22,883
-889
-4% -$110K 0.21% 107
2026
Q1 		$2.95M Buy
23,772
+130
+0.5% +$16K 0.27% 90
2025
Q4 		$2.63M Sell
23,642
-617
-3% -$66.2K 0.24% 101
2025
Q3 		$2.5M Buy
24,259
+266
+1% +$26.5K 0.24% 103
2025
Q2 		$2.35M Buy
23,993
+654
+3% +$62.3K 0.24% 102
2025
Q1 		$2.05M Sell
23,339
-745
-3% -$69.9K 0.23% 104
2024
Q4 		$2.18M Buy
24,084
+209
+0.9% +$18.1K 0.24% 102
2024
Q3 		$1.93M Sell
23,875
-68
-0.3% -$4.99K 0.21% 108
2024
Q2 		$1.62M Sell
23,943
-69
-0.3% -$4.34K 0.2% 111
2024
Q1 		$1.44M Buy
24,012
+1,665
+7% +$95.3K 0.2% 109
2023
Q4 		$1.17M Buy
22,347
+1,521
+7% +$80.5K 0.18% 119
2023
Q3 		$1.11M Buy
20,826
+771
+4% +$41K 0.2% 105
2023
Q2 		$1.05M Sell
20,055
-231
-1% -$11.7K 0.19% 105
2023
Q1 		$997K Buy
20,286
+1,122
+6% +$53.3K 0.18% 120
2022
Q4 		$906K Buy
19,164
+735
+4% +$34.9K 0.18% 125
2022
Q3 		$797K Buy
18,429
+498
+3% +$21.8K 0.18% 124
2022
Q2 		$726K Sell
17,931
-1,344
-7% -$62K 0.16% 128
2022
Q1 		$957K Sell
19,275
-126
-0.6% -$5.92K 0.2% 115
2021
Q4 		$936K Sell
19,401
-1,110
-5% -$53K 0.21% 115
2021
Q3 		$953K Sell
20,511
-1,848
-8% -$89K 0.23% 107
2021
Q2 		$1.05M Buy
22,359
+4,908
+28% +$229K 0.26% 96
2021
Q1 		$790K Buy
+17,451
New +$808K 0.2% 106
2020
Q2 		$583K Buy
14,610
+489
+3% +$20.1K 0.19% 114
2020
Q1 		$535K Buy
14,121
+2,268
+19% +$87.2K 0.21% 105
2019
Q4 		$470K Sell
11,853
-6
-0.1% -$238 0.15% 123
2019
Q3 		$469K Buy
11,859
+33
+0.3% +$1.25K 0.16% 112
2019
Q2 		$436K Buy
11,826
+132
+1% +$4.55K 0.16% 114
2019
Q1 		$380K Buy
11,694
+3,414
+41% +$111K 0.16% 116
2018
Q4 		$257K Hold
8,280
– – 0.13% 124
2018
Q3 		$259K Buy
8,280
+27
+0.3% +$826 0.12% 136
2018
Q2 		$236K Sell
8,253
-231
-3% -$6.57K 0.13% 129
2018
Q1 		$251K Buy
8,484
+75
+0.9% +$2.41K 0.15% 126
2017
Q4 		$276K Buy
+8,409
New +$257K 0.2% 96

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Certified Advisory Corp's WMT Position: Q2 2026 in Review

Certified Advisory Corp reduced its Walmart Inc (WMT) stake by 3.7% in Q2 2026, selling an estimated $110K and leaving 22,883 shares worth $2.59M. The position accounts for 0.21% of the portfolio, ranked #107.

Certified Advisory Corp first reported a position in WMT in Q4 2017 and has held it in 33 quarters since. The position peaked at $2.95M in Q1 2026. 1,604 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Certified Advisory Corp held 22,883 shares of Walmart Inc worth $2.59M as of Q2 2026.
  • Certified Advisory Corp sold 889 Walmart Inc shares in Q2 2026, an estimated $110K.
  • Walmart Inc made up 0.21% of Certified Advisory Corp's portfolio in Q2 2026, its #107 holding.
  • Certified Advisory Corp first reported a position in Walmart Inc in Q4 2017 and has held it in 33 quarters since.
  • Certified Advisory Corp's Walmart Inc position peaked at $2.95M in Q1 2026.
  • 1,604 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.