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Colton Groome Financial Advisors’s Walmart Inc WMT Stock Holding History

Colton Groome Financial 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 		$1.85M Buy
16,343
+121
+0.7% +$15K 0.45% 43
2026
Q1 		$2.02M Sell
16,222
-327
-2% -$40.1K 0.57% 37
2025
Q4 		$1.84M Buy
16,549
+702
+4% +$75.4K 0.53% 36
2025
Q3 		$1.63M Buy
15,847
+135
+0.9% +$13.4K 0.5% 39
2025
Q2 		$1.54M Buy
15,712
+766
+5% +$73K 0.52% 38
2025
Q1 		$1.45M Sell
14,946
-1,710
-10% -$160K 0.56% 33
2024
Q4 		$1.5M Sell
16,656
-252
-1% -$21.9K 0.58% 36
2024
Q3 		$1.37M Sell
16,908
-1,608
-9% -$118K 0.51% 41
2024
Q2 		$1.25M Sell
18,516
-1,688
-8% -$106K 0.49% 41
2024
Q1 		$1.22M Buy
20,204
+2
+0% +$114 0.49% 42
2023
Q4 		$1.06M Buy
20,202
+4,623
+30% +$245K 0.46% 43
2023
Q3 		$830K Buy
15,579
+2,550
+20% +$136K 0.42% 52
2023
Q2 		$683K Buy
13,029
+4,995
+62% +$252K 0.32% 64
2023
Q1 		$395K Buy
+8,034
New +$381K 0.19% 88
2022
Q1 		– Sell
-18,207
Closed -$878K – 139
2021
Q4 		$878K Buy
18,207
+264
+1% +$12.6K 0.36% 53
2021
Q3 		$834K Sell
17,943
-60
-0.3% -$2.89K 0.36% 46
2021
Q2 		$846K Buy
+18,003
New +$839K 0.39% 45

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Colton Groome Financial Advisors's WMT Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its Walmart Inc (WMT) stake by 0.75% in Q2 2026, buying an estimated $15K and bringing the position to 16,343 shares worth $1.85M. The position accounts for 0.45% of the portfolio, ranked #43.

Colton Groome Financial Advisors first reported a position in WMT in Q2 2021 and has held it in 17 quarters since. The position peaked at $2.02M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Colton Groome Financial Advisors held 16,343 shares of Walmart Inc worth $1.85M as of Q2 2026.
  • Colton Groome Financial Advisors bought 121 Walmart Inc shares in Q2 2026, an estimated $15K.
  • Walmart Inc made up 0.45% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #43 holding.
  • Colton Groome Financial Advisors first reported a position in Walmart Inc in Q2 2021 and has held it in 17 quarters since.
  • Colton Groome Financial Advisors's Walmart Inc position peaked at $2.02M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.