Empower Advisory Group
WMT icon

Empower Advisory Group’s Walmart Inc WMT Stock Holding History

Empower Advisory Group’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 		$303M Buy
2,678,512
+11,400
+0.4% +$1.42M 0.72% 28
2026
Q1 		$331M Buy
2,667,112
+21,105
+0.8% +$2.59M 0.86% 26
2025
Q4 		$295M Sell
2,646,007
-25,160
-0.9% -$2.7M 0.8% 27
2025
Q3 		$275M Buy
2,671,167
+31,692
+1% +$3.15M 0.76% 28
2025
Q2 		$258M Buy
2,639,475
+26,435
+1% +$2.52M 0.77% 27
2025
Q1 		$229M Sell
2,613,040
-7,703
-0.3% -$723K 0.75% 27
2024
Q4 		$237M Sell
2,620,743
-346,010
-12% -$30M 0.8% 28
2024
Q3 		$240M Buy
2,966,753
+52,897
+2% +$3.88M 0.81% 26
2024
Q2 		$197M Buy
2,913,856
+47,104
+2% +$2.97M 0.73% 27
2024
Q1 		$172M Buy
2,866,752
+288,102
+11% +$16.5M 0.65% 31
2023
Q4 		$136M Buy
2,578,650
+99,408
+4% +$5.26M 0.53% 37
2023
Q3 		$132M Buy
2,479,242
+38,781
+2% +$2.06M 0.58% 33
2023
Q2 		$128M Buy
2,440,461
+14,832
+0.6% +$748K 0.55% 33
2023
Q1 		$120M Buy
+2,425,629
New +$115M 0.54% 33

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

Empower Advisory Group's WMT Position: Q2 2026 in Review

Empower Advisory Group increased its Walmart Inc (WMT) stake by 0.43% in Q2 2026, buying an estimated $1.42M and bringing the position to 2,678,512 shares worth $303M. The position accounts for 0.72% of the portfolio, ranked #28.

Empower Advisory Group first reported a position in WMT in Q1 2023 and has held it in 14 quarters since. The position peaked at $331M in Q1 2026. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Empower Advisory Group held 2,678,512 shares of Walmart Inc worth $303M as of Q2 2026.
  • Empower Advisory Group bought 11,400 Walmart Inc shares in Q2 2026, an estimated $1.42M.
  • Walmart Inc made up 0.72% of Empower Advisory Group's portfolio in Q2 2026, its #28 holding.
  • Empower Advisory Group first reported a position in Walmart Inc in Q1 2023 and has held it in 14 quarters since.
  • Empower Advisory Group's Walmart Inc position peaked at $331M in Q1 2026.
  • 4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.