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Laurel Wealth Advisors (North Carolina)’s Walmart Inc WMT Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$13M Sell
115,206
-905
-0.8% -$112K 1.26% 15
2026
Q1 		$15.1M Sell
116,111
-1,509
-1% -$185K 1.5% 14
2025
Q4 		$13.1M Sell
117,620
-157
-0.1% -$16.9K 1.73% 16
2025
Q3 		$12.1M Buy
117,777
+305
+0.3% +$30.4K 1.7% 15
2025
Q2 		$11.5M Sell
117,472
-353
-0.3% -$33.6K 1.72% 16
2025
Q1 		$10.3M Sell
117,825
-2,333
-2% -$219K 1.62% 16
2024
Q4 		$10.9M Sell
120,158
-2,000
-2% -$174K 1.7% 16
2024
Q3 		$9.86M Buy
122,158
+93
+0.1% +$6.83K 1.57% 16
2024
Q2 		$8.27M Sell
122,065
-5,825
-5% -$367K 1.43% 16
2024
Q1 		$7.7M Buy
127,890
+1,089
+0.9% +$62.3K 1.31% 19
2023
Q4 		$6.66M Buy
126,801
+1,425
+1% +$75.4K 1.26% 22
2023
Q3 		$6.68M Sell
125,376
-6,249
-5% -$333K 1.41% 19
2023
Q2 		$6.9M Sell
131,625
-843
-0.6% -$42.5K 1.38% 18
2023
Q1 		$6.51M Buy
132,468
+6,030
+5% +$286K 1.38% 18
2022
Q4 		$5.98M Buy
126,438
+2,043
+2% +$97K 1.35% 20
2022
Q3 		$5.38M Buy
124,395
+879
+0.7% +$38.5K 1.34% 20
2022
Q2 		$5.01M Buy
123,516
+1,410
+1% +$65K 1.21% 22
2022
Q1 		$6.06M Buy
122,106
+1,086
+0.9% +$51K 1.27% 24
2021
Q4 		$5.84M Buy
121,020
+1,908
+2% +$91.1K 1.2% 24
2021
Q3 		$5.53M Sell
119,112
-2,580
-2% -$124K 1.22% 20
2021
Q2 		$5.72M Buy
121,692
+606
+0.5% +$28.2K 1.23% 22
2021
Q1 		$5.48M Buy
121,086
+1,656
+1% +$76.7K 1.33% 19
2020
Q4 		$5.74M Buy
119,430
+3,348
+3% +$163K 1.49% 18
2020
Q3 		$5.41M Sell
116,082
-1,044
-0.9% -$46.4K 1.62% 16
2020
Q2 		$4.68M Sell
117,126
-216
-0.2% -$8.88K 1.54% 16
2020
Q1 		$4.44M Buy
117,342
+1,956
+2% +$75.2K 1.67% 14
2019
Q4 		$4.57M Sell
115,386
-1,350
-1% -$53.6K 1.44% 17
2019
Q3 		$4.62M Sell
116,736
-2,670
-2% -$101K 1.58% 16
2019
Q2 		$4.4M Sell
119,406
-195
-0.2% -$6.72K 1.55% 17
2019
Q1 		$3.89M Buy
119,601
+1,428
+1% +$46.3K 1.43% 16
2018
Q4 		$3.67M Buy
+118,173
New +$3.79M 1.47% 17

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

Laurel Wealth Advisors (North Carolina)'s WMT Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) reduced its Walmart Inc (WMT) stake by 0.78% in Q2 2026, selling an estimated $112K and leaving 115,206 shares worth $13M. The position accounts for 1.26% of the portfolio, ranked #15.

Laurel Wealth Advisors (North Carolina) first reported a position in WMT in Q4 2018 and has held it in 31 quarters since. The position peaked at $15.1M in Q1 2026. 1,965 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 115,206 shares of Walmart Inc worth $13M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) sold 905 Walmart Inc shares in Q2 2026, an estimated $112K.
  • Walmart Inc made up 1.26% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #15 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Walmart Inc in Q4 2018 and has held it in 31 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s Walmart Inc position peaked at $15.1M in Q1 2026.
  • 1,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.