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FSA Advisors’s Walmart Inc WMT Stock Holding History

FSA 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 		$480K Buy
+4,257
New +$528K 0.22% 125
2025
Q3 		– Sell
-2,762
Closed -$270K – 197
2025
Q2 		$270K Sell
2,762
-807
-23% -$76.9K 0.22% 134
2025
Q1 		$313K Buy
3,569
+239
+7% +$22.4K 0.25% 123
2024
Q4 		$296K Buy
+3,330
New +$289K 0.36% 98

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

FSA Advisors's WMT Position: Q2 2026 in Review

FSA Advisors opened a new position in Walmart Inc (WMT) in Q2 2026: 4,257 shares worth $480K. The stake represents 0.22% of the portfolio and ranks #125 among its holdings. This is a return to the name: FSA Advisors previously reported a position in WMT as recently as Q2 2025.

FSA Advisors first reported a position in WMT in Q4 2024 and has held it in 4 quarters since. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • FSA Advisors held 4,257 shares of Walmart Inc worth $480K as of Q2 2026.
  • Walmart Inc was a new FSA Advisors position in Q2 2026.
  • Walmart Inc made up 0.22% of FSA Advisors's portfolio in Q2 2026, its #125 holding.
  • FSA Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 4 quarters since.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on FSA Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.