CA
WMT icon

Cornerstone Advisory’s Walmart Inc WMT Stock Holding History

Cornerstone Advisory’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 		$1.75M Buy
15,446
+163
+1% +$20.2K 0.15% 92
2026
Q1 		$1.9M Buy
15,283
+204
+1% +$25K 0.18% 82
2025
Q4 		$1.68M Buy
15,079
+506
+3% +$54.3K 0.16% 82
2025
Q3 		$1.5M Buy
14,573
+235
+2% +$23.4K 0.15% 82
2025
Q2 		$1.4M Sell
14,338
-148
-1% -$14.1K 0.15% 79
2025
Q1 		$1.43M Buy
14,486
+1,034
+8% +$97K 0.17% 71
2024
Q4 		$1.4M Buy
13,452
+2,469
+22% +$214K 0.16% 76
2024
Q3 		$887K Buy
10,983
+152
+1% +$11.2K 0.12% 91
2024
Q2 		$733K Sell
10,831
-1,759
-14% -$111K 0.1% 98
2024
Q1 		$758K Sell
12,590
-1,600
-11% -$91.5K 0.11% 104
2023
Q4 		$746K Sell
14,190
-2,199
-13% -$116K 0.12% 106
2023
Q3 		$874K Buy
16,389
+594
+4% +$31.6K 0.15% 88
2023
Q2 		$828K Sell
15,795
-1,902
-11% -$96K 0.15% 93
2023
Q1 		$870K Buy
17,697
+864
+5% +$41K 0.16% 95
2022
Q4 		$796K Buy
16,833
+1,785
+12% +$84.8K 0.16% 94
2022
Q3 		$651K Sell
15,048
-360
-2% -$15.8K 0.15% 97
2022
Q2 		$624K Sell
15,408
-9,984
-39% -$460K 0.14% 102
2022
Q1 		$1.26M Buy
25,392
+7,794
+44% +$366K 0.19% 91
2021
Q4 		$849K Sell
17,598
-1,545
-8% -$73.8K 0.12% 129
2021
Q3 		$889K Sell
19,143
-4,017
-17% -$194K 0.15% 112
2021
Q2 		$1.09M Sell
23,160
-1,044
-4% -$48.6K 0.18% 89
2021
Q1 		$1.1M Sell
24,204
-2,010
-8% -$93.1K 0.21% 87
2020
Q4 		$1.26M Buy
26,214
+2,505
+11% +$122K 0.26% 73
2020
Q3 		$1.1M Buy
23,709
+10,605
+81% +$472K 0.26% 75
2020
Q2 		$523K Buy
13,104
+2,700
+26% +$111K 0.14% 112
2020
Q1 		$394K Buy
10,404
+918
+10% +$35.3K 0.12% 106
2019
Q4 		$376K Buy
9,486
+918
+11% +$36.5K 0.08% 128
2019
Q3 		$339K Sell
8,568
-984
-10% -$37.1K 0.07% 129
2019
Q2 		$352K Buy
9,552
+1,629
+21% +$56.1K 0.08% 126
2019
Q1 		$258K Buy
7,923
+396
+5% +$12.8K 0.06% 138
2018
Q4 		$234K Buy
7,527
+696
+10% +$22.3K 0.06% 131
2018
Q3 		$214K Buy
+6,831
New +$209K 0.06% 141

Other funds holding WMT

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cornerstone Advisory's WMT Position: Q2 2026 in Review

Cornerstone Advisory increased its Walmart Inc (WMT) stake by 1.1% in Q2 2026, buying an estimated $20.2K and bringing the position to 15,446 shares worth $1.75M. The position accounts for 0.15% of the portfolio, ranked #92.

Cornerstone Advisory first reported a position in WMT in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.9M in Q1 2026. 1,965 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Cornerstone Advisory held 15,446 shares of Walmart Inc worth $1.75M as of Q2 2026.
  • Cornerstone Advisory bought 163 Walmart Inc shares in Q2 2026, an estimated $20.2K.
  • Walmart Inc made up 0.15% of Cornerstone Advisory's portfolio in Q2 2026, its #92 holding.
  • Cornerstone Advisory first reported a position in Walmart Inc in Q3 2018 and has held it in 32 quarters since.
  • Cornerstone Advisory's Walmart Inc position peaked at $1.9M in Q1 2026.
  • 1,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.