Holland Advisory Services’s Walmart Inc WMT Stock Holding History

Holland Advisory Services’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	$778K	Sell	6,866 -127	-2%	-$15.8K	0.86%	15
2026 Q1	$869K	Sell	6,993 -38	-0.5%	-$4.67K	1.16%	12
2025 Q4	$783K	Hold	7,031	–	–	1.06%	11
2025 Q3	$725K	Buy	7,031 +1	+0%	+$100	1%	12
2025 Q2	$687K	Buy	7,030 +1	+0%	+$95	1%	13
2025 Q1	$617K	Buy	7,029 +1	+0%	+$94	0.94%	17
2024 Q4	$635K	Hold	7,028	–	–	0.83%	15
2024 Q3	$568K	Hold	7,028	–	–	0.74%	19
2024 Q2	$476K	Sell	7,028 -4	-0.1%	-$252	0.59%	22
2024 Q1	$423K	Buy	7,032 +27	+0.4%	+$1.54K	0.46%	22
2023 Q4	$368K	Buy	7,005 +468	+7%	+$24.8K	0.42%	25
2023 Q3	$349K	Buy	6,537 +2,574	+65%	+$137K	0.44%	21
2023 Q2	$208K	Buy	+3,963	New	+$200K	0.26%	29

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

Holland Advisory Services's WMT Position: Q2 2026 in Review

Holland Advisory Services reduced its Walmart Inc (WMT) stake by 1.8% in Q2 2026, selling an estimated $15.8K and leaving 6,866 shares worth $778K. The position accounts for 0.86% of the portfolio, ranked #15.

Holland Advisory Services first reported a position in WMT in Q2 2023 and has held it in 13 quarters since. The position peaked at $869K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Holland Advisory Services held 6,866 shares of Walmart Inc worth $778K as of Q2 2026.
Holland Advisory Services sold 127 Walmart Inc shares in Q2 2026, an estimated $15.8K.
Walmart Inc made up 0.86% of Holland Advisory Services's portfolio in Q2 2026, its #15 holding.
Holland Advisory Services first reported a position in Walmart Inc in Q2 2023 and has held it in 13 quarters since.
Holland Advisory Services's Walmart Inc position peaked at $869K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Holland Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.