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Etesian Wealth Advisors’s Walmart Inc WMT Stock Holding History

Etesian 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 		$2.92M Sell
25,797
-1,074
-4% -$133K 0.86% 33
2026
Q1 		$3.34M Sell
26,871
-281
-1% -$34.5K 1.07% 26
2025
Q4 		$3.03M Sell
27,152
-288
-1% -$30.9K 0.95% 27
2025
Q3 		$2.83M Sell
27,440
-1,145
-4% -$114K 0.93% 25
2025
Q2 		$2.8M Sell
28,585
-3,317
-10% -$316K 1.04% 25
2025
Q1 		$2.8M Sell
31,902
-600
-2% -$56.3K 1.21% 20
2024
Q4 		$2.94M Sell
32,502
-1,408
-4% -$122K 1.3% 20
2024
Q3 		$2.74M Sell
33,910
-590
-2% -$43.3K 1.24% 19
2024
Q2 		$2.34M Sell
34,500
-25
-0.1% -$1.57K 1.31% 21
2024
Q1 		$2.08M Sell
34,525
-1,235
-3% -$70.7K 1.19% 24
2023
Q4 		$1.88M Sell
35,760
-942
-3% -$49.8K 1.13% 25
2023
Q3 		$1.96M Sell
36,702
-189
-0.5% -$10.1K 1.32% 23
2023
Q2 		$1.93M Sell
36,891
-1,491
-4% -$75.2K 1.26% 23
2023
Q1 		$1.89M Sell
38,382
-1,179
-3% -$56K 1.26% 22
2022
Q4 		$1.87M Buy
+39,561
New +$1.88M 1.36% 23

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

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

Etesian Wealth Advisors reduced its Walmart Inc (WMT) stake by 4% in Q2 2026, selling an estimated $133K and leaving 25,797 shares worth $2.92M. The position accounts for 0.86% of the portfolio, ranked #33.

Etesian Wealth Advisors first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.34M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Etesian Wealth Advisors held 25,797 shares of Walmart Inc worth $2.92M as of Q2 2026.
  • Etesian Wealth Advisors sold 1,074 Walmart Inc shares in Q2 2026, an estimated $133K.
  • Walmart Inc made up 0.86% of Etesian Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • Etesian Wealth Advisors first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • Etesian Wealth Advisors's Walmart Inc position peaked at $3.34M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.