New Age Alpha Advisors’s Walmart Inc WMT Stock Holding History

New Age Alpha 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	$11M	Sell	97,489 -4,364	-4%	-$542K	0.47%	39
2026 Q1	$12.7M	Sell	101,853 -49,165	-33%	-$6.04M	0.59%	22
2025 Q4	$16.8M	Sell	151,018 -11,751	-7%	-$1.26M	0.72%	16
2025 Q3	$16.8M	Buy	162,769 +1,181	+0.7%	+$118K	0.7%	18
2025 Q2	$15.8M	Buy	161,588 +47,196	+41%	+$4.5M	0.69%	16
2025 Q1	$10M	Sell	114,392 -3,142	-3%	-$295K	0.45%	38
2024 Q4	$10.6M	Buy	117,534 +117,151	+30,588%	+$10.2M	0.43%	44
2024 Q3	$30.9K	Buy	383 +223	+139%	+$16.4K	0.02%	59
2024 Q2	$10.8K	Buy	+160	New	+$10.1K	0.01%	68

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

New Age Alpha Advisors's WMT Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Walmart Inc (WMT) stake by 4.3% in Q2 2026, selling an estimated $542K and leaving 97,489 shares worth $11M. The position accounts for 0.47% of the portfolio, ranked #39.

New Age Alpha Advisors first reported a position in WMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $16.8M in Q4 2025. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

New Age Alpha Advisors held 97,489 shares of Walmart Inc worth $11M as of Q2 2026.
New Age Alpha Advisors sold 4,364 Walmart Inc shares in Q2 2026, an estimated $542K.
Walmart Inc made up 0.47% of New Age Alpha Advisors's portfolio in Q2 2026, its #39 holding.
New Age Alpha Advisors first reported a position in Walmart Inc in Q2 2024 and has held it in 9 quarters since.
New Age Alpha Advisors's Walmart Inc position peaked at $16.8M in Q4 2025.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.