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Invested Advisors’s Walmart Inc WMT Stock Holding History

Invested 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 		$339K Sell
2,997
-285
-9% -$35.4K 0.3% 95
2026
Q1 		$408K Sell
3,282
-27
-0.8% -$3.31K 0.41% 71
2025
Q4 		$369K Buy
3,309
+388
+13% +$41.7K 0.38% 79
2025
Q3 		$268K Buy
+2,921
New +$291K 0.39% 77

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

Invested Advisors's WMT Position: Q2 2026 in Review

Invested Advisors reduced its Walmart Inc (WMT) stake by 8.7% in Q2 2026, selling an estimated $35.4K and leaving 2,997 shares worth $339K. The position accounts for 0.3% of the portfolio, ranked #95.

Invested Advisors first reported a position in WMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $408K in Q1 2026. 4,420 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Invested Advisors held 2,997 shares of Walmart Inc worth $339K as of Q2 2026.
  • Invested Advisors sold 285 Walmart Inc shares in Q2 2026, an estimated $35.4K.
  • Walmart Inc made up 0.3% of Invested Advisors's portfolio in Q2 2026, its #95 holding.
  • Invested Advisors first reported a position in Walmart Inc in Q3 2025 and has held it in 4 quarters since.
  • Invested Advisors's Walmart Inc position peaked at $408K in Q1 2026.
  • 4,420 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.