FOCUS Wealth Advisors’s Walmart Inc WMT Stock Holding History

FOCUS 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	–	Sell	-23,640	Closed	-$2.94M	–	68
2026 Q1	$2.94M	Sell	23,640 -1,047	-4%	-$129K	1.44%	20
2025 Q4	$2.75M	Buy	24,687 +211	+0.9%	+$22.7K	1.28%	23
2025 Q3	$2.52M	Buy	24,476 +1,844	+8%	+$184K	1.21%	26
2025 Q2	$2.21M	Sell	22,632 -131	-0.6%	-$12.5K	1.15%	27
2025 Q1	$2M	Buy	22,763 +803	+4%	+$75.3K	1.1%	28
2024 Q4	$1.98M	Buy	21,960 +19,324	+733%	+$1.68M	1.05%	27
2024 Q3	$213K	Buy	+2,636	New	+$194K	0.11%	60
2023 Q2	–	Sell	-4,950	Closed	-$243K	–	69
2023 Q1	$243K	Buy	+4,950	New	+$235K	0.16%	57

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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

FOCUS Wealth Advisors sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 23,640 shares — an estimated $2.94M sold.

FOCUS Wealth Advisors first reported a position in WMT in Q1 2023 and held it in 8 quarters. The position peaked at $2.94M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

FOCUS Wealth Advisors reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
FOCUS Wealth Advisors sold 23,640 Walmart Inc shares in Q2 2026, an estimated $2.94M.
FOCUS Wealth Advisors first reported a position in Walmart Inc in Q1 2023 and held it in 8 quarters.
FOCUS Wealth Advisors's Walmart Inc position peaked at $2.94M in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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