GAA
WMT icon

Guardian Asset Advisors’s Walmart Inc WMT Stock Holding History

Guardian Asset 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 		$4.58M Buy
40,399
+6,492
+19% +$806K 2.11% 11
2026
Q1 		$4.21M Sell
33,907
-3,401
-9% -$418K 2.46% 10
2025
Q4 		$4.16M Buy
37,308
+691
+2% +$74.2K 2.16% 12
2025
Q3 		$3.78M Buy
36,617
+348
+1% +$34.6K 2.03% 12
2025
Q2 		$3.55M Buy
36,269
+1,658
+5% +$158K 2.04% 12
2025
Q1 		$3.04M Buy
34,611
+2,705
+8% +$254K 1.98% 12
2024
Q4 		$2.88M Buy
31,906
+1,686
+6% +$146K 1.85% 12
2024
Q3 		$2.44M Buy
30,220
+7,374
+32% +$542K 1.66% 13
2024
Q2 		$1.55M Buy
22,846
+2,247
+11% +$142K 1.14% 20
2024
Q1 		$1.24M Buy
20,599
+3,271
+19% +$187K 1.03% 25
2023
Q4 		$910K Buy
+17,328
New +$917K 0.85% 28

Other funds holding WMT

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Guardian Asset Advisors's WMT Position: Q2 2026 in Review

Guardian Asset Advisors increased its Walmart Inc (WMT) stake by 19% in Q2 2026, buying an estimated $806K and bringing the position to 40,399 shares worth $4.58M. The position accounts for 2.11% of the portfolio, ranked #11.

Guardian Asset Advisors first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. 1,611 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Guardian Asset Advisors held 40,399 shares of Walmart Inc worth $4.58M as of Q2 2026.
  • Guardian Asset Advisors bought 6,492 Walmart Inc shares in Q2 2026, an estimated $806K.
  • Walmart Inc made up 2.11% of Guardian Asset Advisors's portfolio in Q2 2026, its #11 holding.
  • Guardian Asset Advisors first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
  • 1,611 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.