GA
WMT icon

GoalVest Advisory’s Walmart Inc WMT Stock Holding History

GoalVest Advisory’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 		$3.07M Buy
27,064
+1,211
+5% +$150K 0.57% 24
2026
Q1 		$3.21M Buy
25,853
+56
+0.2% +$6.88K 0.63% 24
2025
Q4 		$2.87M Buy
25,797
+1,955
+8% +$210K 0.55% 27
2025
Q3 		$2.46M Buy
23,842
+1,198
+5% +$119K 0.52% 28
2025
Q2 		$2.21M Buy
22,644
+384
+2% +$36.6K 0.55% 29
2025
Q1 		$1.95M Sell
22,260
-2,340
-10% -$220K 0.54% 31
2024
Q4 		$2.22M Sell
24,600
-693
-3% -$60.1K 0.61% 28
2024
Q3 		$2.04M Buy
25,293
+371
+1% +$27.2K 0.59% 27
2024
Q2 		$1.69M Sell
24,922
-103
-0.4% -$6.49K 0.54% 27
2024
Q1 		$1.51M Buy
25,025
+1,184
+5% +$67.7K 0.5% 30
2023
Q4 		$1.25M Buy
23,841
+1,311
+6% +$69.4K 0.55% 23
2023
Q3 		$1.2M Buy
22,530
+765
+4% +$40.7K 0.6% 20
2023
Q2 		$1.14M Buy
21,765
+873
+4% +$44K 0.59% 20
2023
Q1 		$1.03M Buy
20,892
+780
+4% +$37K 0.6% 48
2022
Q4 		$951K Buy
20,112
+3,693
+22% +$175K 0.61% 45
2022
Q3 		$710K Sell
16,419
-19,686
-55% -$862K 0.5% 56
2022
Q2 		$1.5M Buy
36,105
+9,393
+35% +$433K 0.95% 27
2022
Q1 		$1.33M Buy
+26,712
New +$1.25M 0.75% 38
2021
Q2 		$1.09M Buy
23,283
+1,101
+5% +$51.3K 0.68% 43
2021
Q1 		$1M Buy
22,182
+3,057
+16% +$142K 0.75% 42
2020
Q4 		$919K Buy
+19,125
New +$929K 0.77% 40

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

GoalVest Advisory's WMT Position: Q2 2026 in Review

GoalVest Advisory increased its Walmart Inc (WMT) stake by 4.7% in Q2 2026, buying an estimated $150K and bringing the position to 27,064 shares worth $3.07M. The position accounts for 0.57% of the portfolio, ranked #24.

GoalVest Advisory first reported a position in WMT in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.21M in Q1 2026. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • GoalVest Advisory held 27,064 shares of Walmart Inc worth $3.07M as of Q2 2026.
  • GoalVest Advisory bought 1,211 Walmart Inc shares in Q2 2026, an estimated $150K.
  • Walmart Inc made up 0.57% of GoalVest Advisory's portfolio in Q2 2026, its #24 holding.
  • GoalVest Advisory first reported a position in Walmart Inc in Q4 2020 and has held it in 21 quarters since.
  • GoalVest Advisory's Walmart Inc position peaked at $3.21M in Q1 2026.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.