Grey Fox Wealth Advisors’s Walmart Inc WMT Stock Holding History

Grey Fox 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	$431K	Buy	3,803 +14	+0.4%	+$1.74K	0.07%	112
2026 Q1	$472K	Buy	3,789 +316	+9%	+$38.8K	0.09%	89
2025 Q4	$388K	Buy	3,473 +18	+0.5%	+$1.93K	0.08%	99
2025 Q3	$356K	Buy	3,455 +1	+0%	+$100	0.07%	104
2025 Q2	$338K	Buy	3,454 +1,068	+45%	+$102K	0.08%	99
2025 Q1	$210K	Buy	+2,386	New	+$224K	0.06%	119
2023 Q2	–	Sell	-1,530	Closed	-$75.5K	–	522
2023 Q1	$75.5K	Buy	1,530 +21	+1%	+$997	0.04%	159
2022 Q4	$71.3K	Buy	+1,509	New	+$71.7K	0.05%	146

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

Grey Fox Wealth Advisors's WMT Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its Walmart Inc (WMT) stake by 0.37% in Q2 2026, buying an estimated $1.74K and bringing the position to 3,803 shares worth $431K. The position accounts for 0.07% of the portfolio, ranked #112.

Grey Fox Wealth Advisors first reported a position in WMT in Q4 2022 and has held it in 8 quarters since. The position peaked at $472K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Grey Fox Wealth Advisors held 3,803 shares of Walmart Inc worth $431K as of Q2 2026.
Grey Fox Wealth Advisors bought 14 Walmart Inc shares in Q2 2026, an estimated $1.74K.
Walmart Inc made up 0.07% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #112 holding.
Grey Fox Wealth Advisors first reported a position in Walmart Inc in Q4 2022 and has held it in 8 quarters since.
Grey Fox Wealth Advisors's Walmart Inc position peaked at $472K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.