Goldstein Advisors’s Walmart Inc WMT Stock Holding History

Goldstein 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	$470K	Buy	4,150 +318	+8%	+$39.5K	0.04%	140
2026 Q1	$476K	Buy	3,832 +385	+11%	+$47.3K	0.05%	104
2025 Q4	$384K	Buy	3,447 +172	+5%	+$18.5K	0.04%	119
2025 Q3	$338K	Sell	3,275 -1,513	-32%	-$151K	0.04%	129
2025 Q2	$468K	Buy	4,788 +5	+0.1%	+$476	0.06%	98
2025 Q1	$420K	Buy	4,783 +304	+7%	+$28.5K	0.06%	104
2024 Q4	$405K	Buy	4,479 +976	+28%	+$84.7K	0.06%	107
2024 Q3	$283K	Buy	3,503 +120	+4%	+$8.81K	0.04%	132
2024 Q2	$229K	Buy	+3,383	New	+$213K	0.04%	142
2023 Q1	–	Sell	-18,237	Closed	-$862K	–	170
2022 Q4	$862K	Buy	+18,237	New	+$866K	0.21%	50

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

Goldstein Advisors's WMT Position: Q2 2026 in Review

Goldstein Advisors increased its Walmart Inc (WMT) stake by 8.3% in Q2 2026, buying an estimated $39.5K and bringing the position to 4,150 shares worth $470K. The position accounts for 0.04% of the portfolio, ranked #140.

Goldstein Advisors first reported a position in WMT in Q4 2022 and has held it in 10 quarters since. The position peaked at $862K in Q4 2022. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Goldstein Advisors held 4,150 shares of Walmart Inc worth $470K as of Q2 2026.
Goldstein Advisors bought 318 Walmart Inc shares in Q2 2026, an estimated $39.5K.
Walmart Inc made up 0.04% of Goldstein Advisors's portfolio in Q2 2026, its #140 holding.
Goldstein Advisors first reported a position in Walmart Inc in Q4 2022 and has held it in 10 quarters since.
Goldstein Advisors's Walmart Inc position peaked at $862K in Q4 2022.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.