Guardian Wealth Advisors (Minnesota)’s Walmart Inc WMT Stock Holding History

Guardian Wealth Advisors (Minnesota)’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	$378K	Buy	3,335 +18	+0.5%	+$2.23K	0.19%	45
2026 Q1	$412K	Sell	3,317 -445	-12%	-$54.6K	0.24%	41
2025 Q4	$419K	Sell	3,762 -15	-0.4%	-$1.61K	0.24%	41
2025 Q3	$389K	Sell	3,777 -121	-3%	-$12K	0.22%	44
2025 Q2	$381K	Sell	3,898 -133	-3%	-$12.7K	0.23%	47
2025 Q1	$354K	Buy	4,031 +166	+4%	+$15.6K	0.23%	52
2024 Q4	$349K	Buy	3,865 +5	+0.1%	+$434	0.22%	52
2024 Q3	$312K	Buy	3,860 +155	+4%	+$11.4K	0.19%	60
2024 Q2	$251K	Buy	3,705 +61	+2%	+$3.84K	0.16%	66
2024 Q1	$219K	Buy	+3,644	New	+$209K	0.14%	71

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Guardian Wealth Advisors (Minnesota)'s WMT Position: Q2 2026 in Review

Guardian Wealth Advisors (Minnesota) increased its Walmart Inc (WMT) stake by 0.54% in Q2 2026, buying an estimated $2.23K and bringing the position to 3,335 shares worth $378K. The position accounts for 0.19% of the portfolio, ranked #45.

Guardian Wealth Advisors (Minnesota) first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $419K in Q4 2025. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Guardian Wealth Advisors (Minnesota) held 3,335 shares of Walmart Inc worth $378K as of Q2 2026.
Guardian Wealth Advisors (Minnesota) bought 18 Walmart Inc shares in Q2 2026, an estimated $2.23K.
Walmart Inc made up 0.19% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q2 2026, its #45 holding.
Guardian Wealth Advisors (Minnesota) first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
Guardian Wealth Advisors (Minnesota)'s Walmart Inc position peaked at $419K in Q4 2025.
4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q2 2026, filed 6 Aug 2026.