Net Worth Advisory Group’s Walmart Inc WMT Stock Holding History

Net Worth Advisory Group’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	$1.94M	Sell	17,172 -1,061	-6%	-$132K	0.49%	41
2026 Q1	$2.27M	Buy	18,233 +177	+1%	+$21.7K	0.47%	44
2025 Q4	$2.01M	Sell	18,056 -5,795	-24%	-$622K	0.41%	54
2025 Q3	$2.46M	Sell	23,851 -2,043	-8%	-$203K	0.71%	23
2025 Q2	$2.53M	Buy	25,894 +12,807	+98%	+$1.22M	0.56%	35
2025 Q1	$1.15M	Buy	13,087 +36	+0.3%	+$3.38K	0.36%	36
2024 Q4	$1.18M	Buy	13,051 +11	+0.1%	+$955	0.36%	44
2024 Q3	$1.05M	Buy	+13,040	New	+$958K	0.31%	52

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

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

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

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Net Worth Advisory Group's WMT Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Walmart Inc (WMT) stake by 5.8% in Q2 2026, selling an estimated $132K and leaving 17,172 shares worth $1.94M. The position accounts for 0.49% of the portfolio, ranked #41.

Net Worth Advisory Group first reported a position in WMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.53M in Q2 2025. 888 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Net Worth Advisory Group held 17,172 shares of Walmart Inc worth $1.94M as of Q2 2026.
Net Worth Advisory Group sold 1,061 Walmart Inc shares in Q2 2026, an estimated $132K.
Walmart Inc made up 0.49% of Net Worth Advisory Group's portfolio in Q2 2026, its #41 holding.
Net Worth Advisory Group first reported a position in Walmart Inc in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's Walmart Inc position peaked at $2.53M in Q2 2025.
888 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.