DA
WMT icon

Doliver Advisors’s Walmart Inc WMT Stock Holding History

Doliver 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 		$932K Sell
8,232
-151
-2% -$18.7K 0.21% 76
2026
Q1 		$1.04M Sell
8,383
-3,511
-30% -$431K 0.24% 68
2025
Q4 		$1.33M Sell
11,894
-13,280
-53% -$1.43M 0.33% 58
2025
Q3 		$2.59M Buy
25,174
+13
+0.1% +$1.29K 0.67% 21
2025
Q2 		$2.46M Sell
25,161
-403
-2% -$38.4K 0.67% 22
2025
Q1 		$2.24M Buy
25,564
+822
+3% +$77.1K 0.63% 23
2024
Q4 		$2.24M Sell
24,742
-5,118
-17% -$444K 0.62% 23
2024
Q3 		$2.41M Sell
29,860
-4,597
-13% -$338K 0.66% 20
2024
Q2 		$2.33M Sell
34,457
-2,075
-6% -$131K 0.65% 19
2024
Q1 		$2.2M Sell
36,532
-254
-0.7% -$14.5K 0.62% 19
2023
Q4 		$1.93M Sell
36,786
-2,958
-7% -$157K 0.59% 23
2023
Q3 		$2.12M Sell
39,744
-1,113
-3% -$59.2K 0.64% 18
2023
Q2 		$2.14M Sell
40,857
-579
-1% -$29.2K 0.65% 18
2023
Q1 		$2.04M Buy
41,436
+1,086
+3% +$51.5K 0.64% 19
2022
Q4 		$1.91M Sell
40,350
-30
-0.1% -$1.43K 0.63% 22
2022
Q3 		$1.75M Sell
40,380
-3,360
-8% -$147K 0.64% 22
2022
Q2 		$1.77M Buy
43,740
+6,714
+18% +$310K 0.63% 22
2022
Q1 		$1.84M Buy
37,026
+921
+3% +$43.2K 0.58% 25
2021
Q4 		$1.68M Buy
36,105
+480
+1% +$22.9K 0.52% 26
2021
Q3 		$1.66M Buy
35,625
+11,325
+47% +$546K 0.56% 28
2021
Q2 		$1.14M Buy
24,300
+4,104
+20% +$191K 0.38% 45
2021
Q1 		$914K Buy
20,196
+1,890
+10% +$87.5K 0.34% 47
2020
Q4 		$880K Buy
18,306
+3,477
+23% +$169K 0.39% 45
2020
Q3 		$692K Buy
14,829
+1,086
+8% +$48.3K 0.35% 56
2020
Q2 		$549K Buy
+13,743
New +$565K 0.25% 60
2018
Q3 		– Sell
-8,073
Closed -$231K – 307
2018
Q2 		$231K Buy
+8,073
New +$229K 0.1% 180

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

Doliver Advisors's WMT Position: Q2 2026 in Review

Doliver Advisors reduced its Walmart Inc (WMT) stake by 1.8% in Q2 2026, selling an estimated $18.7K and leaving 8,232 shares worth $932K. The position accounts for 0.21% of the portfolio, ranked #76.

Doliver Advisors first reported a position in WMT in Q2 2018 and has held it in 26 quarters since. The position peaked at $2.59M in Q3 2025. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Doliver Advisors held 8,232 shares of Walmart Inc worth $932K as of Q2 2026.
  • Doliver Advisors sold 151 Walmart Inc shares in Q2 2026, an estimated $18.7K.
  • Walmart Inc made up 0.21% of Doliver Advisors's portfolio in Q2 2026, its #76 holding.
  • Doliver Advisors first reported a position in Walmart Inc in Q2 2018 and has held it in 26 quarters since.
  • Doliver Advisors's Walmart Inc position peaked at $2.59M in Q3 2025.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.