GCA
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Gradient Capital Advisors’s Walmart Inc WMT Stock Holding History

Gradient Capital 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 		$310K Buy
2,737
+2
+0.1% +$248 0.07% 139
2026
Q1 		$340K Sell
2,735
-68
-2% -$8.35K 0.09% 129
2025
Q4 		$312K Sell
2,803
-3
-0.1% -$322 0.08% 135
2025
Q3 		$289K Buy
2,806
+67
+2% +$6.67K 0.08% 137
2025
Q2 		$268K Buy
2,739
+47
+2% +$4.48K 0.08% 137
2025
Q1 		$236K Buy
2,692
+41
+2% +$3.85K 0.08% 144
2024
Q4 		$240K Sell
2,651
-124
-4% -$10.8K 0.08% 142
2024
Q3 		$224K Buy
+2,775
New +$204K 0.07% 142

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

Gradient Capital Advisors's WMT Position: Q2 2026 in Review

Gradient Capital Advisors increased its Walmart Inc (WMT) stake by 0.07% in Q2 2026, buying an estimated $248 and bringing the position to 2,737 shares worth $310K. The position accounts for 0.07% of the portfolio, ranked #139.

Gradient Capital Advisors first reported a position in WMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $340K in Q1 2026. 944 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Gradient Capital Advisors held 2,737 shares of Walmart Inc worth $310K as of Q2 2026.
  • Gradient Capital Advisors bought 2 Walmart Inc shares in Q2 2026, an estimated $248.
  • Walmart Inc made up 0.07% of Gradient Capital Advisors's portfolio in Q2 2026, its #139 holding.
  • Gradient Capital Advisors first reported a position in Walmart Inc in Q3 2024 and has held it in 8 quarters since.
  • Gradient Capital Advisors's Walmart Inc position peaked at $340K in Q1 2026.
  • 944 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.