Emergent Wealth Advisors’s Walmart Inc WMT Stock Holding History

Emergent Wealth 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	$923K	Buy	7,162 +980	+16%	+$122K	0.48%	38
2026 Q1	$768K	Sell	6,182 -649	-10%	-$79.7K	0.45%	38
2025 Q4	$761K	Sell	6,831 -183	-3%	-$19.6K	0.43%	51
2025 Q3	$723K	Buy	7,014 +20	+0.3%	+$1.99K	0.42%	48
2025 Q2	$684K	Sell	6,994 -89	-1%	-$8.48K	0.44%	49
2025 Q1	$622K	Sell	7,083 -966	-12%	-$90.6K	0.45%	42
2024 Q4	$727K	Buy	8,049 +433	+6%	+$37.6K	0.53%	38
2024 Q3	$615K	Buy	7,616 +1,456	+24%	+$107K	0.45%	42
2024 Q2	$439K	Buy	+6,160	New	+$388K	0.35%	54
2024 Q1	–	Sell	-4,701	Closed	-$247K	–	141
2023 Q4	$247K	Buy	+4,701	New	+$249K	0.23%	89

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Emergent Wealth Advisors's WMT Position: Q2 2026 in Review

Emergent Wealth Advisors increased its Walmart Inc (WMT) stake by 16% in Q2 2026, buying an estimated $122K and bringing the position to 7,162 shares worth $923K. The position accounts for 0.48% of the portfolio, ranked #38.

Emergent Wealth Advisors first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Emergent Wealth Advisors held 7,162 shares of Walmart Inc worth $923K as of Q2 2026.
Emergent Wealth Advisors bought 980 Walmart Inc shares in Q2 2026, an estimated $122K.
Walmart Inc made up 0.48% of Emergent Wealth Advisors's portfolio in Q2 2026, its #38 holding.
Emergent Wealth Advisors first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.