Marshall & Sterling Wealth Advisors’s Walmart Inc WMT Stock Holding History

Marshall & Sterling 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	$167K	Sell	1,474 -365	-20%	-$45.3K	0.1%	101
2026 Q1	$229K	Buy	1,839 +371	+25%	+$45.5K	0.15%	89
2025 Q4	$164K	Sell	1,468 -653	-31%	-$70.1K	0.11%	94
2025 Q3	$218K	Buy	2,121 +4	+0.2%	+$398	0.14%	82
2025 Q2	$207K	Sell	2,117 -14	-0.7%	-$1.33K	0.14%	80
2025 Q1	$187K	Buy	2,131 +495	+30%	+$46.4K	0.13%	85
2024 Q4	$148K	Buy	+1,636	New	+$142K	0.1%	92

Other funds holding WMT

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's WMT Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors reduced its Walmart Inc (WMT) stake by 20% in Q2 2026, selling an estimated $45.3K and leaving 1,474 shares worth $167K. The position accounts for 0.1% of the portfolio, ranked #101.

Marshall & Sterling Wealth Advisors first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $229K in Q1 2026. 1,826 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Marshall & Sterling Wealth Advisors held 1,474 shares of Walmart Inc worth $167K as of Q2 2026.
Marshall & Sterling Wealth Advisors sold 365 Walmart Inc shares in Q2 2026, an estimated $45.3K.
Walmart Inc made up 0.1% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #101 holding.
Marshall & Sterling Wealth Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's Walmart Inc position peaked at $229K in Q1 2026.
1,826 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.