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Kingswood Wealth Advisors’s Walmart Inc WMT Stock Holding History

Kingswood 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 		$12.5M Buy
110,373
+3,013
+3% +$374K 0.5% 33
2026
Q1 		$13.3M Buy
107,360
+722
+0.7% +$88.6K 0.63% 25
2025
Q4 		$11.9M Buy
106,638
+40,955
+62% +$4.4M 0.57% 30
2025
Q3 		$6.77M Buy
65,683
+16,909
+35% +$1.68M 0.41% 46
2025
Q2 		$4.77M Sell
48,774
-728
-1% -$69.4K 0.38% 49
2025
Q1 		$4.36M Sell
49,502
-6,041
-11% -$567K 0.4% 45
2024
Q4 		$5.02M Sell
55,543
-26,768
-33% -$2.32M 0.38% 46
2024
Q3 		$6.64M Buy
82,311
+22,506
+38% +$1.65M 0.47% 35
2024
Q2 		$4.05M Buy
59,805
+6,398
+12% +$403K 0.36% 58
2024
Q1 		$3.21M Buy
53,407
+3,904
+8% +$223K 0.37% 57
2023
Q4 		$2.6M Buy
49,503
+33,954
+218% +$1.8M 0.29% 70
2023
Q3 		$2.58M Sell
15,549
-4,137,384
-100% -$220M 0.44% 57
2023
Q2 		$1.38M Buy
+4,152,933
New +$210M 0.44% 53

Other funds holding WMT

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Kingswood Wealth Advisors increased its Walmart Inc (WMT) stake by 2.8% in Q2 2026, buying an estimated $374K and bringing the position to 110,373 shares worth $12.5M. The position accounts for 0.5% of the portfolio, ranked #33.

Kingswood Wealth Advisors first reported a position in WMT in Q2 2023 and has held it in 13 quarters since. The position peaked at $13.3M in Q1 2026. 1,965 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Kingswood Wealth Advisors held 110,373 shares of Walmart Inc worth $12.5M as of Q2 2026.
  • Kingswood Wealth Advisors bought 3,013 Walmart Inc shares in Q2 2026, an estimated $374K.
  • Walmart Inc made up 0.5% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • Kingswood Wealth Advisors first reported a position in Walmart Inc in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's Walmart Inc position peaked at $13.3M in Q1 2026.
  • 1,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.