Flagship Wealth Advisors’s Walmart Inc WMT Stock Holding History

Flagship 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	$440K	Buy	3,881 +2,004	+107%	+$249K	0.1%	102
2026 Q1	$184K	Sell	1,877 -1,704	-48%	-$209K	0.08%	109
2025 Q4	$399K	Buy	3,581 +1,500	+72%	+$161K	0.12%	86
2025 Q3	$214K	Sell	2,081 -1,296	-38%	-$129K	0.07%	114
2025 Q2	$330K	Sell	3,377 -415	-11%	-$39.5K	0.12%	86
2025 Q1	$333K	Hold	3,792	–	–	0.14%	80
2024 Q4	$7.86K	Buy	+3,792	New	+$329K	﹤0.01%	304

Other funds holding WMT

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Flagship Wealth Advisors increased its Walmart Inc (WMT) stake by 107% in Q2 2026, buying an estimated $249K and bringing the position to 3,881 shares worth $440K. The position accounts for 0.1% of the portfolio, ranked #102.

Flagship Wealth Advisors first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. 1,812 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Flagship Wealth Advisors held 3,881 shares of Walmart Inc worth $440K as of Q2 2026.
Flagship Wealth Advisors bought 2,004 Walmart Inc shares in Q2 2026, an estimated $249K.
Walmart Inc made up 0.1% of Flagship Wealth Advisors's portfolio in Q2 2026, its #102 holding.
Flagship Wealth Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
1,812 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.