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First National Advisers’s Walmart Inc WMT Stock Holding History

First National Advisers’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 		$5.48M Sell
48,394
-2,224
-4% -$276K 0.77% 27
2026
Q1 		$6.29M Sell
50,618
-6,474
-11% -$795K 0.92% 21
2025
Q4 		$6.36M Sell
57,092
-1,086
-2% -$117K 0.87% 22
2025
Q3 		$6M Sell
58,178
-3,513
-6% -$350K 0.81% 21
2025
Q2 		$6.03M Buy
61,691
+302
+0.5% +$28.8K 0.88% 18
2025
Q1 		$5.39M Sell
61,389
-11,401
-16% -$1.07M 0.86% 20
2024
Q4 		$6.58M Buy
72,790
+1,944
+3% +$169K 1.06% 15
2024
Q3 		$5.72M Sell
70,846
-6,918
-9% -$508K 0.91% 22
2024
Q2 		$5.26M Buy
77,764
+20,929
+37% +$1.32M 0.96% 20
2024
Q1 		$4.25M Sell
56,835
-2,352
-4% -$135K 0.95% 22
2023
Q4 		$3.11M Buy
59,187
+12,984
+28% +$687K 0.9% 27
2023
Q3 		$2.46M Buy
46,203
+18,678
+68% +$994K 1.1% 17
2023
Q2 		$1.44M Sell
27,525
-870
-3% -$43.9K 1.33% 19
2023
Q1 		$1.4M Buy
28,395
+1,065
+4% +$50.5K 1.58% 14
2022
Q4 		$1.29M Buy
27,330
+2,946
+12% +$140K 1.65% 13
2022
Q3 		$1.05M Buy
24,384
+6,909
+40% +$303K 1.56% 9
2022
Q2 		$708K Buy
+17,475
New +$806K 1.47% 15

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

First National Advisers's WMT Position: Q2 2026 in Review

First National Advisers reduced its Walmart Inc (WMT) stake by 4.4% in Q2 2026, selling an estimated $276K and leaving 48,394 shares worth $5.48M. The position accounts for 0.77% of the portfolio, ranked #27.

First National Advisers first reported a position in WMT in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.58M in Q4 2024. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • First National Advisers held 48,394 shares of Walmart Inc worth $5.48M as of Q2 2026.
  • First National Advisers sold 2,224 Walmart Inc shares in Q2 2026, an estimated $276K.
  • Walmart Inc made up 0.77% of First National Advisers's portfolio in Q2 2026, its #27 holding.
  • First National Advisers first reported a position in Walmart Inc in Q2 2022 and has held it in 17 quarters since.
  • First National Advisers's Walmart Inc position peaked at $6.58M in Q4 2024.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.