Fifth Third Wealth Advisors’s Walmart Inc WMT Stock Holding History

Fifth Third 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	$24M	Buy	212,044 +13,216	+7%	+$1.64M	0.67%	28
2026 Q1	$24.7M	Buy	198,828 +19,913	+11%	+$2.44M	0.84%	21
2025 Q4	$19.9M	Buy	178,915 +4,973	+3%	+$534K	0.7%	26
2025 Q3	$17.9M	Buy	173,942 +7,521	+5%	+$749K	0.66%	27
2025 Q2	$16.3M	Buy	166,421 +7,439	+5%	+$709K	0.68%	23
2025 Q1	$14M	Buy	158,982 +32,970	+26%	+$3.09M	0.72%	23
2024 Q4	$11.4M	Buy	126,012 +19,732	+19%	+$1.71M	0.62%	26
2024 Q3	$8.58M	Buy	106,280 +17,172	+19%	+$1.26M	0.53%	29
2024 Q2	$6.03M	Buy	89,108 +44,171	+98%	+$2.78M	0.46%	32
2024 Q1	$2.7M	Buy	44,937 +4,335	+11%	+$248K	0.42%	46
2023 Q4	$2.13M	Buy	40,602 +9,282	+30%	+$491K	0.69%	34
2023 Q3	$1.67M	Buy	31,320 +5,055	+19%	+$269K	0.67%	36
2023 Q2	$1.38M	Buy	26,265 +10,227	+64%	+$516K	0.89%	33
2023 Q1	$788K	Buy	+16,038	New	+$761K	1.46%	22

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

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

CFA

Churchill Financial Advisors Louisville, Kentucky $519M AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Fifth Third Wealth Advisors's WMT Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its Walmart Inc (WMT) stake by 6.6% in Q2 2026, buying an estimated $1.64M and bringing the position to 212,044 shares worth $24M. The position accounts for 0.67% of the portfolio, ranked #28.

Fifth Third Wealth Advisors first reported a position in WMT in Q1 2023 and has held it in 14 quarters since. The position peaked at $24.7M in Q1 2026. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Fifth Third Wealth Advisors held 212,044 shares of Walmart Inc worth $24M as of Q2 2026.
Fifth Third Wealth Advisors bought 13,216 Walmart Inc shares in Q2 2026, an estimated $1.64M.
Walmart Inc made up 0.67% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #28 holding.
Fifth Third Wealth Advisors first reported a position in Walmart Inc in Q1 2023 and has held it in 14 quarters since.
Fifth Third Wealth Advisors's Walmart Inc position peaked at $24.7M in Q1 2026.
822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.