Cetera Investment Advisers’s Walmart Inc WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-200
Closed -$256 3899
2024
Q3
$256 Buy
+200
New +$14.7K ﹤0.01% 3707

Other funds holding WMT

Cetera Investment Advisers's WMT Position: Q2 2026 in Review

Cetera Investment Advisers increased its Walmart Inc (WMT) stake by 3.1% in Q2 2026, buying an estimated $10.7M and bringing the position to 2,901,700 shares worth $329M. The position accounts for 0.3% of the portfolio, ranked #60.

Cetera Investment Advisers first reported a position in WMT in Q4 2015 and has held it in 43 quarters since. The position peaked at $350M in Q1 2026. 4,412 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Cetera Investment Advisers held 2,901,700 shares of Walmart Inc worth $329M as of Q2 2026.
  • Cetera Investment Advisers bought 86,130 Walmart Inc shares in Q2 2026, an estimated $10.7M.
  • Walmart Inc made up 0.3% of Cetera Investment Advisers's portfolio in Q2 2026, its #60 holding.
  • Cetera Investment Advisers first reported a position in Walmart Inc in Q4 2015 and has held it in 43 quarters since.
  • Cetera Investment Advisers's Walmart Inc position peaked at $350M in Q1 2026.
  • 4,412 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.