Invera Wealth Advisors’s Walmart Inc WMT Stock Holding History

Invera Wealth 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	$773K	Sell	6,829 -558	-8%	-$69.3K	0.41%	64
2026 Q1	$918K	Sell	7,387 -161	-2%	-$19.8K	0.59%	53
2025 Q4	$841K	Sell	7,548 -199	-3%	-$21.4K	0.53%	57
2025 Q3	$798K	Sell	7,747 -20	-0.3%	-$1.99K	0.49%	63
2025 Q2	$759K	Sell	7,767 -9	-0.1%	-$857	0.5%	62
2025 Q1	$683K	Buy	+7,776	New	+$729K	0.44%	72
2024 Q1	–	Sell	-11,865	Closed	-$624K	–	95
2023 Q4	$624K	Buy	+11,865	New	+$628K	0.39%	71

Other funds holding WMT

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Invera Wealth Advisors's WMT Position: Q2 2026 in Review

Invera Wealth Advisors reduced its Walmart Inc (WMT) stake by 7.6% in Q2 2026, selling an estimated $69.3K and leaving 6,829 shares worth $773K. The position accounts for 0.41% of the portfolio, ranked #64.

Invera Wealth Advisors first reported a position in WMT in Q4 2023 and has held it in 7 quarters since. The position peaked at $918K in Q1 2026. 1,965 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Invera Wealth Advisors held 6,829 shares of Walmart Inc worth $773K as of Q2 2026.
Invera Wealth Advisors sold 558 Walmart Inc shares in Q2 2026, an estimated $69.3K.
Walmart Inc made up 0.41% of Invera Wealth Advisors's portfolio in Q2 2026, its #64 holding.
Invera Wealth Advisors first reported a position in Walmart Inc in Q4 2023 and has held it in 7 quarters since.
Invera Wealth Advisors's Walmart Inc position peaked at $918K in Q1 2026.
1,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.