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Cornerstone Advisors Asset Management’s Walmart Inc WMT Stock Holding History

Cornerstone Advisors Asset Management’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 		– Sell
-1,824
Closed -$227K – 143
2026
Q1 		$227K Sell
1,824
-618
-25% -$75.9K 0.04% 126
2025
Q4 		$272K Buy
+2,442
New +$262K 0.04% 116

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 $3.38T AUM 44.17% 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

Cornerstone Advisors Asset Management's WMT Position: Q2 2026 in Review

Cornerstone Advisors Asset Management sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 1,824 shares — an estimated $227K sold.

Cornerstone Advisors Asset Management first reported a position in WMT in Q4 2025 and held it in 2 quarters. The position peaked at $272K in Q4 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Cornerstone Advisors Asset Management reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Advisors Asset Management sold 1,824 Walmart Inc shares in Q2 2026, an estimated $227K.
  • Cornerstone Advisors Asset Management first reported a position in Walmart Inc in Q4 2025 and held it in 2 quarters.
  • Cornerstone Advisors Asset Management's Walmart Inc position peaked at $272K in Q4 2025.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Cornerstone Advisors Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.