Martel Wealth Advisors’s Walmart Inc WMT Stock Holding History

Martel 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	$272K	Sell	2,400 -300	-11%	-$37.2K	0.04%	51
2026 Q1	$336K	Hold	2,700	–	–	0.06%	59
2025 Q4	$301K	Hold	2,700	–	–	0.05%	56
2025 Q3	$278K	Buy	2,700 +300	+13%	+$29.9K	0.05%	60
2025 Q2	$235K	Hold	2,400	–	–	0.04%	65
2025 Q1	$211K	Hold	2,400	–	–	0.04%	69
2024 Q4	$217K	Buy	+2,400	New	+$208K	0.04%	68

Other funds holding WMT

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Martel Wealth Advisors reduced its Walmart Inc (WMT) stake by 11% in Q2 2026, selling an estimated $37.2K and leaving 2,400 shares worth $272K. The position accounts for 0.04% of the portfolio, ranked #51.

Martel Wealth Advisors first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $336K in Q1 2026. 1,965 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Martel Wealth Advisors held 2,400 shares of Walmart Inc worth $272K as of Q2 2026.
Martel Wealth Advisors sold 300 Walmart Inc shares in Q2 2026, an estimated $37.2K.
Walmart Inc made up 0.04% of Martel Wealth Advisors's portfolio in Q2 2026, its #51 holding.
Martel Wealth Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Martel Wealth Advisors's Walmart Inc position peaked at $336K in Q1 2026.
1,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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