Motive Wealth Advisors’s Walmart Inc WMT Stock Holding History

Motive 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	$582K	Sell	5,138 -65	-1%	-$8.07K	0.24%	48
2026 Q1	$647K	Sell	5,203 -16	-0.3%	-$1.96K	0.3%	40
2025 Q4	$581K	Sell	5,219 -27	-0.5%	-$2.9K	0.25%	41
2025 Q3	$541K	Buy	5,246 +39	+0.7%	+$3.88K	0.23%	43
2025 Q2	$509K	Buy	5,207 +653	+14%	+$62.2K	0.23%	43
2025 Q1	$400K	Sell	4,554 -295	-6%	-$27.7K	0.21%	48
2024 Q4	$438K	Buy	4,849 +412	+9%	+$35.8K	0.24%	44
2024 Q3	$300K	Hold	4,437	–	–	0.18%	54
2024 Q2	$300K	Sell	4,437 -54	-1%	-$3.4K	0.18%	54
2024 Q1	$270K	Buy	+4,491	New	+$257K	0.16%	60
2023 Q4	–	Sell	-4,404	Closed	-$235K	–	50
2023 Q3	$235K	Sell	4,404 -342	-7%	-$18.2K	0.26%	43
2023 Q2	$249K	Sell	4,746 -18	-0.4%	-$908	0.26%	46
2023 Q1	$234K	Sell	4,764 -504	-10%	-$23.9K	0.26%	48
2022 Q4	$249K	Buy	+5,268	New	+$250K	0.19%	54

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CFA

Churchill Financial Advisors Louisville, Kentucky $519M AUM

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Motive Wealth Advisors reduced its Walmart Inc (WMT) stake by 1.2% in Q2 2026, selling an estimated $8.07K and leaving 5,138 shares worth $582K. The position accounts for 0.24% of the portfolio, ranked #48.

Motive Wealth Advisors first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $647K in Q1 2026. 1,095 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Motive Wealth Advisors held 5,138 shares of Walmart Inc worth $582K as of Q2 2026.
Motive Wealth Advisors sold 65 Walmart Inc shares in Q2 2026, an estimated $8.07K.
Walmart Inc made up 0.24% of Motive Wealth Advisors's portfolio in Q2 2026, its #48 holding.
Motive Wealth Advisors first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
Motive Wealth Advisors's Walmart Inc position peaked at $647K in Q1 2026.
1,095 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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