Foster Victor Wealth Advisors’s Walmart Inc WMT Stock Holding History

Foster Victor 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	$16.9M	Buy	148,628 +2,191	+1%	+$272K	0.89%	42
2026 Q1	$18.3M	Sell	146,437 -725	-0.5%	-$89K	1.05%	33
2025 Q4	$17.6M	Buy	147,162 +4,532	+3%	+$487K	1.03%	35
2025 Q3	$14.6M	Buy	142,630 +8,684	+6%	+$864K	0.91%	52
2025 Q2	$13M	Buy	133,946 +2,216	+2%	+$211K	0.88%	53
2025 Q1	$12.2M	Sell	131,730 -5,268	-4%	-$494K	0.98%	45
2024 Q4	$12.6M	Sell	136,998 -938	-0.7%	-$81.4K	0.96%	45
2024 Q3	$11.1M	Sell	137,936 -17,949	-12%	-$1.32M	0.89%	50
2024 Q2	$10.9M	Buy	155,885 +747	+0.5%	+$47K	0.91%	46
2024 Q1	$9.32M	Sell	155,138 -4,534	-3%	-$259K	0.85%	57
2023 Q4	$8.42M	Sell	159,672 -50,973	-24%	-$2.7M	0.86%	55
2023 Q3	$11M	Sell	210,645 -591	-0.3%	-$31.4K	1.28%	30
2023 Q2	$11.1M	Sell	211,236 -5,217	-2%	-$263K	1.24%	32
2023 Q1	$10.6M	Buy	216,453 +10,401	+5%	+$494K	1.29%	29
2022 Q4	$10.1M	Buy	206,052 +2,493	+1%	+$118K	1.28%	30
2022 Q3	$8.94M	Buy	203,559 +10,680	+6%	+$468K	1.3%	28
2022 Q2	$8.04M	Buy	192,879 +21,492	+13%	+$991K	1.2%	32
2022 Q1	$8.85M	Buy	171,387 +25,608	+18%	+$1.2M	1.21%	30
2021 Q4	$6.97M	Buy	145,779 +26,382	+22%	+$1.26M	0.95%	41
2021 Q3	$5.55M	Buy	119,397 +20,013	+20%	+$964K	0.89%	41
2021 Q2	$4.67M	Buy	99,384 +25,056	+34%	+$1.17M	0.78%	41
2021 Q1	$3.45M	Buy	74,328 +48,237	+185%	+$2.23M	0.64%	45
2020 Q4	$1.25M	Buy	26,091 +7,338	+39%	+$356K	0.29%	76
2020 Q3	$875K	Buy	18,753 +7,323	+64%	+$326K	0.24%	74
2020 Q2	$456K	Buy	11,430 +6,327	+124%	+$260K	0.15%	79
2020 Q1	$220K	Sell	5,103 -1,035	-17%	-$39.8K	0.1%	89
2019 Q4	$238K	Buy	6,138 +774	+14%	+$30.7K	0.1%	95
2019 Q3	$210K	Buy	+5,364	New	+$202K	0.12%	83

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

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

Foster Victor Wealth Advisors's WMT Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its Walmart Inc (WMT) stake by 1.5% in Q2 2026, buying an estimated $272K and bringing the position to 148,628 shares worth $16.9M. The position accounts for 0.89% of the portfolio, ranked #42.

Foster Victor Wealth Advisors first reported a position in WMT in Q3 2019 and has held it in 28 quarters since. The position peaked at $18.3M in Q1 2026. 2,080 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Foster Victor Wealth Advisors held 148,628 shares of Walmart Inc worth $16.9M as of Q2 2026.
Foster Victor Wealth Advisors bought 2,191 Walmart Inc shares in Q2 2026, an estimated $272K.
Walmart Inc made up 0.89% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #42 holding.
Foster Victor Wealth Advisors first reported a position in Walmart Inc in Q3 2019 and has held it in 28 quarters since.
Foster Victor Wealth Advisors's Walmart Inc position peaked at $18.3M in Q1 2026.
2,080 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.