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FSM Wealth Advisors’s Walmart Inc WMT Stock Holding History

FSM 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 		$1.44M Buy
12,735
+374
+3% +$46.4K 0.15% 83
2026
Q1 		$1.54M Buy
12,361
+362
+3% +$44.4K 0.2% 66
2025
Q4 		$1.34M Sell
11,999
-49
-0.4% -$5.26K 0.18% 71
2025
Q3 		$1.24M Buy
12,048
+1,211
+11% +$121K 0.18% 78
2025
Q2 		$1.08M Buy
10,837
+4,904
+83% +$467K 0.18% 85
2025
Q1 		$521K Buy
5,933
+675
+13% +$63.3K 0.12% 103
2024
Q4 		$480K Buy
5,258
+1,159
+28% +$101K 0.12% 99
2024
Q3 		$331K Buy
4,099
+635
+18% +$46.6K 0.09% 123
2024
Q2 		$235K Buy
+3,464
New +$218K 0.08% 139

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

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

FSM Wealth Advisors increased its Walmart Inc (WMT) stake by 3% in Q2 2026, buying an estimated $46.4K and bringing the position to 12,735 shares worth $1.44M. The position accounts for 0.15% of the portfolio, ranked #83.

FSM Wealth Advisors first reported a position in WMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.54M in Q1 2026. 2,218 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • FSM Wealth Advisors held 12,735 shares of Walmart Inc worth $1.44M as of Q2 2026.
  • FSM Wealth Advisors bought 374 Walmart Inc shares in Q2 2026, an estimated $46.4K.
  • Walmart Inc made up 0.15% of FSM Wealth Advisors's portfolio in Q2 2026, its #83 holding.
  • FSM Wealth Advisors first reported a position in Walmart Inc in Q2 2024 and has held it in 9 quarters since.
  • FSM Wealth Advisors's Walmart Inc position peaked at $1.54M in Q1 2026.
  • 2,218 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.