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Core Wealth Advisors (Florida)’s Walmart Inc WMT Stock Holding History

Core Wealth Advisors (Florida)’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 		$670K Buy
5,916
+627
+12% +$77.8K 0.13% 67
2026
Q1 		$657K Buy
5,289
+711
+16% +$87.3K 0.16% 54
2025
Q4 		$510K Buy
4,578
+118
+3% +$12.7K 0.13% 59
2025
Q3 		$460K Buy
4,460
+118
+3% +$11.7K 0.12% 62
2025
Q2 		$425K Buy
4,342
+79
+2% +$7.53K 0.12% 52
2025
Q1 		$374K Sell
4,263
-158
-4% -$14.8K 0.12% 51
2024
Q4 		$399K Sell
4,421
-55
-1% -$4.77K 0.13% 46
2024
Q3 		$361K Sell
4,476
-162
-3% -$11.9K 0.12% 49
2024
Q2 		$314K Buy
4,638
+45
+1% +$2.83K 0.11% 49
2024
Q1 		$276K Buy
4,593
+90
+2% +$5.15K 0.09% 50
2023
Q4 		$237K Buy
4,503
+1,260
+39% +$66.7K 0.09% 46
2023
Q3 		$173K Hold
3,243
– – 0.07% 48
2023
Q2 		$170K Buy
3,243
+354
+12% +$17.9K 0.07% 49
2023
Q1 		$142K Sell
2,889
-288
-9% -$13.7K 0.06% 56
2022
Q4 		$150K Buy
3,177
+159
+5% +$7.55K 0.07% 47
2022
Q3 		$130K Buy
3,018
+339
+13% +$14.8K 0.08% 43
2022
Q2 		$109K Sell
2,679
-177
-6% -$8.16K 0.07% 48
2022
Q1 		$142K Sell
2,856
-225
-7% -$10.6K 0.08% 44
2021
Q4 		$149K Hold
3,081
– – 0.09% 46
2021
Q3 		$143K Sell
3,081
-30
-1% -$1.45K 0.09% 52
2021
Q2 		$146K Sell
3,111
-549
-15% -$25.6K 0.1% 42
2021
Q1 		$166K Buy
3,660
+30
+0.8% +$1.39K 0.15% 34
2020
Q4 		$174K Sell
3,630
-492
-12% -$23.9K 0.16% 33
2020
Q3 		$192K Buy
4,122
+747
+22% +$33.2K 0.18% 33
2020
Q2 		$135K Buy
3,375
+150
+5% +$6.17K 0.12% 38
2020
Q1 		$122K Hold
3,225
– – 0.09% 43
2019
Q4 		$128K Buy
+3,225
New +$128K 0.07% 37

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Core Wealth Advisors (Florida)'s WMT Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its Walmart Inc (WMT) stake by 12% in Q2 2026, buying an estimated $77.8K and bringing the position to 5,916 shares worth $670K. The position accounts for 0.13% of the portfolio, ranked #67.

Core Wealth Advisors (Florida) first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. 4,372 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Core Wealth Advisors (Florida) held 5,916 shares of Walmart Inc worth $670K as of Q2 2026.
  • Core Wealth Advisors (Florida) bought 627 Walmart Inc shares in Q2 2026, an estimated $77.8K.
  • Walmart Inc made up 0.13% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #67 holding.
  • Core Wealth Advisors (Florida) first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • 4,372 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.