Kovack Advisors’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9.3M | Buy |
83,774
+1,711
| +2% | +$212K | 0.45% | 39 |
|
|
2026
Q1 | $10.2M | Buy |
82,063
+2,346
| +3% | +$288K | 0.55% | 28 |
|
|
2025
Q4 | $8.88M | Buy |
79,717
+43,373
| +119% | +$4.66M | 0.41% | 47 |
|
|
2025
Q3 | $3.75M | Sell |
36,344
-1,757
| -5% | -$175K | 0.35% | 53 |
|
|
2025
Q2 | $3.73M | Sell |
38,101
-4,410
| -10% | -$420K | 0.37% | 56 |
|
|
2025
Q1 | $3.73M | Sell |
42,511
-295
| -0.7% | -$27.7K | 0.4% | 52 |
|
|
2024
Q4 | $3.87M | Buy |
42,806
+7,445
| +21% | +$646K | 0.38% | 50 |
|
|
2024
Q3 | $2.86M | Sell |
35,361
-4,077
| -10% | -$299K | 0.3% | 72 |
|
|
2024
Q2 | $2.67M | Buy |
39,438
+2,021
| +5% | +$127K | 0.29% | 71 |
|
|
2024
Q1 | $2.25M | Sell |
37,417
-446
| -1% | -$25.5K | 0.27% | 76 |
|
|
2023
Q4 | $1.99M | Sell |
37,863
-2,268
| -6% | -$120K | 0.24% | 95 |
|
|
2023
Q3 | $2.14M | Sell |
40,131
-4,323
| -10% | -$230K | 0.3% | 69 |
|
|
2023
Q2 | $2.33M | Buy |
44,454
+411
| +0.9% | +$20.7K | 0.3% | 65 |
|
|
2023
Q1 | $2.16M | Sell |
44,043
-1,050
| -2% | -$49.8K | 0.3% | 69 |
|
|
2022
Q4 | $2.13M | Sell |
45,093
-18,192
| -29% | -$864K | 0.31% | 62 |
|
|
2022
Q3 | $2.74M | Sell |
63,285
-1,593
| -2% | -$69.8K | 0.4% | 46 |
|
|
2022
Q2 | $2.63M | Buy |
64,878
+5,829
| +10% | +$269K | 0.35% | 63 |
|
|
2022
Q1 | $2.93M | Sell |
59,049
-11,253
| -16% | -$528K | 0.3% | 65 |
|
|
2021
Q4 | $3.39M | Sell |
70,302
-4,059
| -5% | -$194K | 0.33% | 68 |
|
|
2021
Q3 | $3.45M | Sell |
74,361
-768
| -1% | -$37K | 0.38% | 63 |
|
|
2021
Q2 | $3.53M | Sell |
75,129
-1,926
| -2% | -$89.7K | 0.4% | 55 |
|
|
2021
Q1 | $3.49M | Buy |
77,055
+19,548
| +34% | +$905K | 0.45% | 51 |
|
|
2020
Q4 | $2.76M | Buy |
57,507
+5,703
| +11% | +$277K | 0.4% | 53 |
|
|
2020
Q3 | $2.42M | Buy |
51,804
+7,026
| +16% | +$312K | 0.43% | 51 |
|
|
2020
Q2 | $1.79M | Sell |
44,778
-8,103
| -15% | -$333K | 0.35% | 75 |
|
|
2020
Q1 | $2M | Sell |
52,881
-6,951
| -12% | -$267K | 0.46% | 55 |
|
|
2019
Q4 | $2.37M | Buy |
59,832
+9,702
| +19% | +$385K | 0.42% | 55 |
|
|
2019
Q3 | $1.98M | Sell |
50,130
-3,069
| -6% | -$116K | 0.41% | 60 |
|
|
2019
Q2 | $1.96M | Buy |
53,199
+12,285
| +30% | +$423K | 0.45% | 52 |
|
|
2019
Q1 | $1.33M | Sell |
40,914
-30
| -0.1% | -$973 | 0.33% | 75 |
|
|
2018
Q4 | $1.27M | Sell |
40,944
-2,349
| -5% | -$75.3K | 0.37% | 73 |
|
|
2018
Q3 | $1.35M | Sell |
43,293
-378
| -0.9% | -$11.6K | 0.35% | 76 |
|
|
2018
Q2 | $1.25M | Buy |
43,671
+8,031
| +23% | +$228K | 0.35% | 68 |
|
|
2018
Q1 | $1.06M | Sell |
35,640
-12,507
| -26% | -$402K | 0.27% | 88 |
|
|
2017
Q4 | $1.58M | Buy |
48,147
+861
| +2% | +$26.3K | 0.4% | 52 |
|
|
2017
Q3 | $1.23M | Sell |
47,286
-6,336
| -12% | -$166K | 0.41% | 53 |
|
|
2017
Q2 | $1.35M | Sell |
53,622
-9,081
| -14% | -$231K | 0.43% | 49 |
|
|
2017
Q1 | $1.51M | Sell |
62,703
-4,077
| -6% | -$93.8K | 0.59% | 30 |
|
|
2016
Q4 | $1.54M | Sell |
66,780
-669
| -1% | -$15.6K | 0.73% | 26 |
|
|
2016
Q3 | $1.62M | Sell |
67,449
-24,324
| -27% | -$590K | 0.79% | 26 |
|
|
2016
Q2 | $2.23M | Buy |
91,773
+312
| +0.3% | +$7.22K | 1.19% | 16 |
|
|
2016
Q1 | $2.09M | Sell |
91,461
-8,772
| -9% | -$192K | 1.31% | 13 |
|
|
2015
Q4 | $2.05M | Buy |
100,233
+3,342
| +3% | +$67.1K | 1.35% | 14 |
|
|
2015
Q3 | $2.09M | Sell |
96,891
-10,455
| -10% | -$240K | 1.46% | 12 |
|
|
2015
Q2 | $2.54M | Buy |
107,346
+85,116
| +383% | +$2.17M | 1.79% | 10 |
|
|
2015
Q1 | $610K | Sell |
22,230
-795
| -3% | -$22.6K | 0.52% | 45 |
|
|
2014
Q4 | $659K | Buy |
23,025
+12,540
| +120% | +$339K | 0.68% | 35 |
|
|
2014
Q3 | $267K | Sell |
10,485
-516
| -5% | -$13K | 0.39% | 63 |
|
|
2014
Q2 | $275K | Buy |
+11,001
| New | +$283K | 0.4% | 57 |
|
Other funds holding WMT
Kovack Advisors's WMT Position: Q2 2026 in Review
Kovack Advisors increased its Walmart Inc (WMT) stake by 2.1% in Q2 2026, buying an estimated $212K and bringing the position to 83,774 shares worth $9.3M. The position accounts for 0.45% of the portfolio, ranked #39.
Kovack Advisors first reported a position in WMT in Q2 2014 and has held it in 49 quarters since. The position peaked at $10.2M in Q1 2026. 1,914 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Kovack Advisors held 83,774 shares of Walmart Inc worth $9.3M as of Q2 2026.
- Kovack Advisors bought 1,711 Walmart Inc shares in Q2 2026, an estimated $212K.
- Walmart Inc made up 0.45% of Kovack Advisors's portfolio in Q2 2026, its #39 holding.
- Kovack Advisors first reported a position in Walmart Inc in Q2 2014 and has held it in 49 quarters since.
- Kovack Advisors's Walmart Inc position peaked at $10.2M in Q1 2026.
- 1,914 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.