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

Guardian Wealth Advisors (North Carolina)’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 		$6.42M Sell
56,643
-572
-1% -$71K 0.36% 48
2026
Q1 		$7.11M Sell
57,215
-2,570
-4% -$316K 0.45% 39
2025
Q4 		$6.66M Sell
59,785
-2,886
-5% -$310K 0.41% 41
2025
Q3 		$6.46M Buy
62,671
+1,243
+2% +$124K 0.42% 43
2025
Q2 		$6.01M Buy
61,428
+3,824
+7% +$364K 0.42% 44
2025
Q1 		$5.06M Buy
57,604
+576
+1% +$54K 0.4% 44
2024
Q4 		$5.15M Buy
57,028
+4,454
+8% +$387K 0.41% 44
2024
Q3 		$4.25M Buy
52,574
+933
+2% +$68.5K 0.45% 36
2024
Q2 		$3.5M Buy
51,641
+2,091
+4% +$132K 0.41% 38
2024
Q1 		$2.98M Buy
49,550
+2,342
+5% +$134K 0.36% 39
2023
Q4 		$2.48M Buy
47,208
+3,207
+7% +$170K 0.38% 43
2023
Q3 		$2.35M Buy
44,001
+15,069
+52% +$802K 0.4% 38
2023
Q2 		$1.52M Buy
28,932
+285
+1% +$14.4K 0.26% 53
2023
Q1 		$1.41M Buy
28,647
+867
+3% +$41.1K 0.25% 54
2022
Q4 		$1.32M Sell
27,780
-270
-1% -$12.8K 0.25% 52
2022
Q3 		$1.21M Buy
28,050
+1,368
+5% +$59.9K 0.23% 52
2022
Q2 		$1.08M Buy
26,682
+9,252
+53% +$427K 0.2% 59
2022
Q1 		$868K Buy
17,430
+2,346
+16% +$110K 0.37% 48
2021
Q4 		$728K Buy
+15,084
New +$720K 0.31% 60

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Guardian Wealth Advisors (North Carolina) reduced its Walmart Inc (WMT) stake by 1% in Q2 2026, selling an estimated $71K and leaving 56,643 shares worth $6.42M. The position accounts for 0.36% of the portfolio, ranked #48.

Guardian Wealth Advisors (North Carolina) first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.11M in Q1 2026. 4,426 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 56,643 shares of Walmart Inc worth $6.42M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 572 Walmart Inc shares in Q2 2026, an estimated $71K.
  • Walmart Inc made up 0.36% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #48 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Walmart Inc position peaked at $7.11M in Q1 2026.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.