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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
2024
Q4 		– Sell
-1,000
Closed -$90K – 909
2024
Q3 		$90K Buy
+1,000
New +$73.4K 0.05% 48

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 $3.37T AUM 44.26% 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

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.