Moss Adams Wealth Advisors’s Walmart Inc WMT Stock Holding History

Moss Adams 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	$2.72M	Sell	23,992 -185	-0.8%	-$23K	0.17%	44
2026 Q1	$3.01M	Buy	24,177 +1,290	+6%	+$158K	0.22%	34
2025 Q4	$2.55M	Buy	22,887 +706	+3%	+$75.8K	0.18%	40
2025 Q3	$2.29M	Buy	22,181 +558	+3%	+$55.5K	0.18%	40
2025 Q2	$2.11M	Buy	21,623 +723	+3%	+$68.9K	0.19%	48
2025 Q1	$1.84M	Buy	20,900 +2,018	+11%	+$189K	0.19%	42
2024 Q4	$1.71M	Buy	18,882 +1,046	+6%	+$90.8K	0.18%	40
2024 Q3	$1.44M	Buy	17,836 +1,832	+11%	+$135K	0.16%	43
2024 Q2	$1.08M	Buy	16,004 +1,832	+13%	+$115K	0.15%	45
2024 Q1	$856K	Buy	14,172 +10,122	+250%	+$579K	0.14%	53
2023 Q4	$214K	Buy	4,050 +291	+8%	+$15.4K	0.04%	114
2023 Q3	$200K	Sell	3,759 -147	-4%	-$7.82K	0.07%	95
2023 Q2	$205K	Sell	3,906 -387	-9%	-$19.5K	0.07%	91
2023 Q1	$212K	Buy	+4,293	New	+$204K	0.07%	89

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Moss Adams Wealth Advisors's WMT Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its Walmart Inc (WMT) stake by 0.77% in Q2 2026, selling an estimated $23K and leaving 23,992 shares worth $2.72M. The position accounts for 0.17% of the portfolio, ranked #44.

Moss Adams Wealth Advisors first reported a position in WMT in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.01M in Q1 2026. 1,677 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Moss Adams Wealth Advisors held 23,992 shares of Walmart Inc worth $2.72M as of Q2 2026.
Moss Adams Wealth Advisors sold 185 Walmart Inc shares in Q2 2026, an estimated $23K.
Walmart Inc made up 0.17% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #44 holding.
Moss Adams Wealth Advisors first reported a position in Walmart Inc in Q1 2023 and has held it in 14 quarters since.
Moss Adams Wealth Advisors's Walmart Inc position peaked at $3.01M in Q1 2026.
1,677 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.