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Kovack Advisors’s Walmart Inc WMT Stock Holding History

Kovack 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
2023
Q1 		– Sell
-3
Closed -$630 – 656
2022
Q4 		$630 Buy
+3
New +$142 ﹤0.01% 557
2014
Q4 		– Sell
-21
Closed -$1K – 190
2014
Q3 		$1K Sell
21
-15
-42% -$379 ﹤0.01% 121
2014
Q2 		$1K Buy
+36
New +$925 ﹤0.01% 115

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

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. 1,929 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.
  • 1,929 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.