FA
WMT icon

Fermata Advisors’s Walmart Inc WMT Stock Holding History

Fermata 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 		$1.08M Buy
9,546
+180
+2% +$22.3K 0.22% 99
2026
Q1 		$1.16M Buy
9,366
+5,269
+129% +$647K 0.26% 92
2025
Q4 		$456K Buy
4,097
+70
+2% +$7.52K 0.11% 139
2025
Q3 		$415K Sell
4,027
-800
-17% -$79.6K 0.11% 137
2025
Q2 		$472K Sell
4,827
-9,364
-66% -$892K 0.13% 133
2025
Q1 		$1.25M Buy
14,191
+2,208
+18% +$207K 0.23% 92
2024
Q4 		$1.08M Buy
11,983
+2,946
+33% +$256K 0.2% 88
2024
Q3 		$730K Buy
9,037
+967
+12% +$71K 0.15% 100
2024
Q2 		$546K Buy
8,070
+4,150
+106% +$261K 0.13% 100
2024
Q1 		$236K Sell
3,920
-5,497
-58% -$315K 0.05% 183
2023
Q4 		$495K Buy
9,417
+2,694
+40% +$143K 0.12% 106
2023
Q3 		$359K Buy
+6,723
New +$358K 0.1% 112

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

Fermata Advisors's WMT Position: Q2 2026 in Review

Fermata Advisors increased its Walmart Inc (WMT) stake by 1.9% in Q2 2026, buying an estimated $22.3K and bringing the position to 9,546 shares worth $1.08M. The position accounts for 0.22% of the portfolio, ranked #99.

Fermata Advisors first reported a position in WMT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.25M in Q1 2025. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Fermata Advisors held 9,546 shares of Walmart Inc worth $1.08M as of Q2 2026.
  • Fermata Advisors bought 180 Walmart Inc shares in Q2 2026, an estimated $22.3K.
  • Walmart Inc made up 0.22% of Fermata Advisors's portfolio in Q2 2026, its #99 holding.
  • Fermata Advisors first reported a position in Walmart Inc in Q3 2023 and has held it in 12 quarters since.
  • Fermata Advisors's Walmart Inc position peaked at $1.25M in Q1 2025.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.