LifeGoal Wealth Advisors’s Walmart Inc WMT Stock Holding History

LifeGoal 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	$500K	Sell	4,413 -2,277	-34%	-$283K	0.23%	65
2026 Q1	$835K	Buy	6,690 +834	+14%	+$102K	0.48%	37
2025 Q4	$652K	Buy	5,856 +3,581	+157%	+$384K	0.43%	40
2025 Q3	$234K	Buy	2,275 +58	+3%	+$5.77K	0.19%	64
2025 Q2	$217K	Sell	2,217 -739	-25%	-$70.4K	0.21%	60
2025 Q1	$260K	Buy	2,956 +1	+0%	+$94	0.28%	50
2024 Q4	$267K	Buy	+2,955	New	+$256K	0.29%	50

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

LifeGoal Wealth Advisors reduced its Walmart Inc (WMT) stake by 34% in Q2 2026, selling an estimated $283K and leaving 4,413 shares worth $500K. The position accounts for 0.23% of the portfolio, ranked #65.

LifeGoal Wealth Advisors first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $835K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

LifeGoal Wealth Advisors held 4,413 shares of Walmart Inc worth $500K as of Q2 2026.
LifeGoal Wealth Advisors sold 2,277 Walmart Inc shares in Q2 2026, an estimated $283K.
Walmart Inc made up 0.23% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #65 holding.
LifeGoal Wealth Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
LifeGoal Wealth Advisors's Walmart Inc position peaked at $835K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.