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Gutierrez Wealth Advisory’s Walmart Inc WMT Stock Holding History

Gutierrez Wealth Advisory’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 		$1.43M Buy
12,641
+85
+0.7% +$10.6K 0.83% 21
2026
Q1 		$1.56M Sell
12,556
-5,114
-29% -$628K 0.97% 18
2025
Q4 		$1.97M Sell
17,670
-1,042
-6% -$112K 1.24% 16
2025
Q3 		$1.93M Sell
18,712
-19,418
-51% -$1.93M 1.23% 16
2025
Q2 		$3.73M Buy
38,130
+109
+0.3% +$10.4K 2.5% 15
2025
Q1 		$3.34M Buy
38,021
+167
+0.4% +$15.7K 2.71% 13
2024
Q4 		$3.42M Buy
+37,854
New +$3.28M 2.82% 12

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 $3.37T AUM 44.26% 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

Gutierrez Wealth Advisory's WMT Position: Q2 2026 in Review

Gutierrez Wealth Advisory increased its Walmart Inc (WMT) stake by 0.68% in Q2 2026, buying an estimated $10.6K and bringing the position to 12,641 shares worth $1.43M. The position accounts for 0.83% of the portfolio, ranked #21.

Gutierrez Wealth Advisory first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.73M in Q2 2025. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Gutierrez Wealth Advisory held 12,641 shares of Walmart Inc worth $1.43M as of Q2 2026.
  • Gutierrez Wealth Advisory bought 85 Walmart Inc shares in Q2 2026, an estimated $10.6K.
  • Walmart Inc made up 0.83% of Gutierrez Wealth Advisory's portfolio in Q2 2026, its #21 holding.
  • Gutierrez Wealth Advisory first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Gutierrez Wealth Advisory's Walmart Inc position peaked at $3.73M in Q2 2025.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.