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New England Capital Financial Advisors’s Walmart Inc WMT Stock Holding History

New England Capital Financial 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 		$910K Buy
8,038
+23
+0.3% +$2.85K 0.22% 27
2026
Q1 		$996K Buy
8,015
+56
+0.7% +$6.88K 0.27% 25
2025
Q4 		$887K Sell
7,959
-125
-2% -$13.4K 0.35% 25
2025
Q3 		$833K Sell
8,084
-34
-0.4% -$3.38K 0.35% 23
2025
Q2 		$794K Buy
8,118
+35
+0.4% +$3.33K 0.36% 23
2025
Q1 		$710K Buy
8,083
+16
+0.2% +$1.5K 0.36% 24
2024
Q4 		$729K Sell
8,067
-31
-0.4% -$2.69K 0.36% 26
2024
Q3 		$654K Buy
8,098
+18
+0.2% +$1.32K 0.34% 24
2024
Q2 		$547K Buy
8,080
+45
+0.6% +$2.83K 0.31% 26
2024
Q1 		$483K Buy
8,035
+112
+1% +$6.41K 0.27% 27
2023
Q4 		$416K Sell
7,923
-30
-0.4% -$1.59K 0.25% 31
2023
Q3 		$424K Buy
7,953
+27
+0.3% +$1.44K 0.29% 30
2023
Q2 		$415K Buy
7,926
+72
+0.9% +$3.63K 0.27% 30
2023
Q1 		$386K Sell
7,854
-21
-0.3% -$997 0.27% 33
2022
Q4 		$369K Buy
+7,875
New +$374K 0.26% 34

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New England Capital Financial Advisors's WMT Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Walmart Inc (WMT) stake by 0.29% in Q2 2026, buying an estimated $2.85K and bringing the position to 8,038 shares worth $910K. The position accounts for 0.22% of the portfolio, ranked #27.

New England Capital Financial Advisors first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $996K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • New England Capital Financial Advisors held 8,038 shares of Walmart Inc worth $910K as of Q2 2026.
  • New England Capital Financial Advisors bought 23 Walmart Inc shares in Q2 2026, an estimated $2.85K.
  • Walmart Inc made up 0.22% of New England Capital Financial Advisors's portfolio in Q2 2026, its #27 holding.
  • New England Capital Financial Advisors first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • New England Capital Financial Advisors's Walmart Inc position peaked at $996K in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.