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N.E.W. Advisory Services’s Walmart Inc WMT Stock Holding History

N.E.W. Advisory 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 		$2.26M Sell
19,990
-491
-2% -$61K 0.15% 72
2026
Q1 		$2.55M Sell
20,481
-785
-4% -$96.4K 0.19% 63
2025
Q4 		$2.37M Buy
21,266
+7,691
+57% +$826K 0.18% 66
2025
Q3 		$1.4M Sell
13,575
-357
-3% -$35.5K 0.13% 61
2025
Q2 		$1.36M Sell
13,932
-15,064
-52% -$1.44M 0.13% 60
2025
Q1 		$2.55M Buy
28,996
+9,797
+51% +$919K 0.19% 60
2024
Q4 		$1.73M Sell
19,199
-953
-5% -$82.7K 0.16% 64
2024
Q3 		$1.63M Buy
20,152
+512
+3% +$37.6K 0.16% 60
2024
Q2 		$1.33M Buy
19,640
+289
+1% +$18.2K 0.14% 63
2024
Q1 		$1.16M Buy
19,351
+607
+3% +$34.7K 0.13% 67
2023
Q4 		$985K Hold
18,744
– – 0.12% 69
2023
Q3 		$999K Buy
18,744
+2,838
+18% +$151K 0.14% 68
2023
Q2 		$833K Buy
15,906
+693
+5% +$35K 0.12% 66
2023
Q1 		$747K Buy
15,213
+900
+6% +$42.7K 0.11% 67
2022
Q4 		$676K Buy
14,313
+105
+0.7% +$4.99K 0.11% 68
2022
Q3 		$614K Buy
14,208
+3,750
+36% +$164K 0.11% 68
2022
Q2 		$424K Sell
10,458
-507
-5% -$23.4K 0.07% 79
2022
Q1 		$496K Sell
10,965
-123
-1% -$5.77K 0.09% 80
2021
Q4 		$535K Sell
11,088
-231
-2% -$11K 0.08% 78
2021
Q3 		$526K Buy
11,319
+3
+0% +$145 0.09% 79
2021
Q2 		$530K Buy
11,316
+351
+3% +$16.3K 0.09% 80
2021
Q1 		$496K Buy
10,965
+624
+6% +$28.9K 0.09% 81
2020
Q4 		$497K Buy
10,341
+3,009
+41% +$146K 0.1% 88
2020
Q3 		$342K Buy
7,332
+387
+6% +$17.2K 0.1% 72
2020
Q2 		$277K Buy
+6,945
New +$286K 0.09% 75
2019
Q4 		$276K Buy
+6,951
New +$276K 0.09% 74

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

N.E.W. Advisory Services's WMT Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Walmart Inc (WMT) stake by 2.4% in Q2 2026, selling an estimated $61K and leaving 19,990 shares worth $2.26M. The position accounts for 0.15% of the portfolio, ranked #72.

N.E.W. Advisory Services first reported a position in WMT in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.55M in Q1 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • N.E.W. Advisory Services held 19,990 shares of Walmart Inc worth $2.26M as of Q2 2026.
  • N.E.W. Advisory Services sold 491 Walmart Inc shares in Q2 2026, an estimated $61K.
  • Walmart Inc made up 0.15% of N.E.W. Advisory Services's portfolio in Q2 2026, its #72 holding.
  • N.E.W. Advisory Services first reported a position in Walmart Inc in Q4 2019 and has held it in 26 quarters since.
  • N.E.W. Advisory Services's Walmart Inc position peaked at $2.55M in Q1 2025.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.