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Fiduciary Advisors Inc’s Walmart Inc WMT Stock Holding History

Fiduciary Advisors Inc’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 		$11.6K Buy
102
+30
+42% +$3.72K 0.01% 91
2026
Q1 		$8.95K Hold
72
– – 0.01% 91
2025
Q4 		$8.02K Hold
72
– – 0.01% 94
2025
Q3 		$7.42K Hold
72
– – 0.01% 81
2025
Q2 		$7.04K Sell
72
-80
-53% -$7.62K 0.01% 79
2025
Q1 		$13.3K Sell
152
-151
-50% -$14.2K 0.01% 73
2024
Q4 		$27.4K Buy
+303
New +$26.3K 0.03% 64

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Fiduciary Advisors Inc's WMT Position: Q2 2026 in Review

Fiduciary Advisors Inc increased its Walmart Inc (WMT) stake by 42% in Q2 2026, buying an estimated $3.72K and bringing the position to 102 shares worth $11.6K. The position accounts for 0.01% of the portfolio, ranked #91.

Fiduciary Advisors Inc first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $27.4K in Q4 2024. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Fiduciary Advisors Inc held 102 shares of Walmart Inc worth $11.6K as of Q2 2026.
  • Fiduciary Advisors Inc bought 30 Walmart Inc shares in Q2 2026, an estimated $3.72K.
  • Walmart Inc made up 0.01% of Fiduciary Advisors Inc's portfolio in Q2 2026, its #91 holding.
  • Fiduciary Advisors Inc first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Fiduciary Advisors Inc's Walmart Inc position peaked at $27.4K in Q4 2024.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q2 2026, filed 24 Jul 2026.