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McKinley Carter Wealth Services’s Walmart Inc WMT Stock Holding History

McKinley Carter Wealth Services’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 		$1.08M Buy
9,575
+143
+2% +$17.8K 0.06% 173
2026
Q1 		$1.17M Sell
9,432
-5,374
-36% -$660K 0.07% 157
2025
Q4 		$1.65M Buy
14,806
+213
+1% +$22.9K 0.09% 136
2025
Q3 		$1.5M Sell
14,593
-125
-0.8% -$12.4K 0.08% 140
2025
Q2 		$1.44M Buy
14,718
+11
+0.1% +$1.05K 0.08% 145
2025
Q1 		$1.29M Sell
14,707
-1,254
-8% -$118K 0.08% 143
2024
Q4 		$1.44M Sell
15,961
-242
-1% -$21K 0.09% 135
2024
Q3 		$1.31M Sell
16,203
-32
-0.2% -$2.35K 0.08% 147
2024
Q2 		$1.1M Buy
16,235
+109
+0.7% +$6.86K 0.07% 152
2024
Q1 		$970K Buy
16,126
+193
+1% +$11K 0.06% 155
2023
Q4 		$837K Sell
15,933
-237
-1% -$12.5K 0.06% 157
2023
Q3 		$862K Buy
16,170
+207
+1% +$11K 0.07% 155
2023
Q2 		$836K Buy
15,963
+3
+0% +$151 0.06% 161
2023
Q1 		$784K Buy
15,960
+831
+5% +$39.4K 0.06% 166
2022
Q4 		$715K Buy
15,129
+1,965
+15% +$93.3K 0.06% 169
2022
Q3 		$569K Buy
13,164
+783
+6% +$34.3K 0.05% 175
2022
Q2 		$502K Buy
12,381
+54
+0.4% +$2.49K 0.04% 193
2022
Q1 		$612K Sell
12,327
-2,595
-17% -$122K 0.05% 183
2021
Q4 		$720K Sell
14,922
-2,319
-13% -$111K 0.05% 167
2021
Q3 		$801K Buy
17,241
+3,138
+22% +$151K 0.07% 154
2021
Q2 		$663K Sell
14,103
-45
-0.3% -$2.1K 0.05% 166
2021
Q1 		$641K Buy
14,148
+111
+0.8% +$5.14K 0.05% 168
2020
Q4 		$674K Buy
14,037
+1,521
+12% +$73.9K 0.09% 148
2020
Q3 		$584K Hold
12,516
– – 0.13% 93
2020
Q2 		$500K Buy
12,516
+870
+7% +$35.8K 0.12% 94
2020
Q1 		$441K Sell
11,646
-4,566
-28% -$176K 0.13% 94
2019
Q4 		$642K Sell
16,212
-273
-2% -$10.8K 0.15% 98
2019
Q3 		$652K Buy
16,485
+762
+5% +$28.8K 0.17% 99
2019
Q2 		$579K Sell
15,723
-255
-2% -$8.79K 0.16% 103
2019
Q1 		$519K Sell
15,978
-429
-3% -$13.9K 0.15% 103
2018
Q4 		$509K Buy
16,407
+228
+1% +$7.31K 0.17% 100
2018
Q3 		$506K Sell
16,179
-1,266
-7% -$38.7K 0.15% 98
2018
Q2 		$498K Sell
17,445
-939
-5% -$26.7K 0.16% 97
2018
Q1 		$545K Sell
18,384
-3,246
-15% -$104K 0.18% 92
2017
Q4 		$712K Buy
21,630
+3,285
+18% +$101K 0.24% 80
2017
Q3 		$478K Buy
18,345
+999
+6% +$26.2K 0.18% 88
2017
Q2 		$438K Buy
17,346
+1,902
+12% +$48.3K 0.19% 81
2017
Q1 		$371K Buy
15,444
+1,305
+9% +$30K 0.17% 88
2016
Q4 		$326K Buy
14,139
+3,090
+28% +$72.1K 0.16% 88
2016
Q3 		$266K Sell
11,049
-2,088
-16% -$50.7K 0.14% 102
2016
Q2 		$320K Sell
13,137
-258
-2% -$5.97K 0.17% 91
2016
Q1 		$306K Buy
13,395
+2,220
+20% +$48.7K 0.17% 95
2015
Q4 		$228K Hold
11,175
– – 0.13% 104
2015
Q3 		$242K Sell
11,175
-7,263
-39% -$167K 0.15% 95
2015
Q2 		$436K Sell
18,438
-702
-4% -$17.9K 0.24% 80
2015
Q1 		$525K Sell
19,140
-1,869
-9% -$53K 0.34% 67
2014
Q4 		$601K Buy
21,009
+10,578
+101% +$286K 0.47% 55
2014
Q3 		$266K Sell
10,431
-1,020
-9% -$25.8K 0.25% 77
2014
Q2 		$287K Sell
11,451
-3,288
-22% -$84.5K 0.3% 67
2014
Q1 		$376K Sell
14,739
-27,072
-65% -$680K 0.41% 53
2013
Q4 		$1.1M Buy
41,811
+32,832
+366% +$848K 1.07% 28
2013
Q3 		$221K Buy
+8,979
New +$226K 0.26% 78

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

McKinley Carter Wealth Services's WMT Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its Walmart Inc (WMT) stake by 1.5% in Q2 2026, buying an estimated $17.8K and bringing the position to 9,575 shares worth $1.08M. The position accounts for 0.06% of the portfolio, ranked #173.

McKinley Carter Wealth Services first reported a position in WMT in Q3 2013 and has held it in 52 quarters since. The position peaked at $1.65M in Q4 2025. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • McKinley Carter Wealth Services held 9,575 shares of Walmart Inc worth $1.08M as of Q2 2026.
  • McKinley Carter Wealth Services bought 143 Walmart Inc shares in Q2 2026, an estimated $17.8K.
  • Walmart Inc made up 0.06% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #173 holding.
  • McKinley Carter Wealth Services first reported a position in Walmart Inc in Q3 2013 and has held it in 52 quarters since.
  • McKinley Carter Wealth Services's Walmart Inc position peaked at $1.65M in Q4 2025.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.