New Wave Wealth Advisors’s Walmart Inc WMT Stock Holding History

New Wave Wealth 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	$31M	Sell	273,929 -7,024	-3%	-$872K	8.44%	1
2026 Q1	$35M	Buy	280,953 +67	+0%	+$8.23K	12.14%	1
2025 Q4	$31.4M	Buy	280,886 +1,282	+0.5%	+$138K	11.47%	1
2025 Q3	$28.8M	Sell	279,604 -21,998	-7%	-$2.19M	11.23%	1
2025 Q2	$29.5M	Sell	301,602 -3,178	-1%	-$303K	12.53%	1
2025 Q1	$26.8M	Sell	304,780 -10,547	-3%	-$989K	11.99%	1
2024 Q4	$28.5M	Sell	315,327 -3,461	-1%	-$300K	11.68%	1
2024 Q3	$25.7M	Buy	318,788 +11,248	+4%	+$826K	11.86%	1
2024 Q2	$20.8M	Buy	+307,540	New	+$19.4M	11.19%	1

Other funds holding WMT

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New Wave Wealth Advisors's WMT Position: Q2 2026 in Review

New Wave Wealth Advisors reduced its Walmart Inc (WMT) stake by 2.5% in Q2 2026, selling an estimated $872K and leaving 273,929 shares worth $31M. The position accounts for 8.44% of the portfolio, ranked #1.

New Wave Wealth Advisors first reported a position in WMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $35M in Q1 2026. 1,812 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

New Wave Wealth Advisors held 273,929 shares of Walmart Inc worth $31M as of Q2 2026.
New Wave Wealth Advisors sold 7,024 Walmart Inc shares in Q2 2026, an estimated $872K.
Walmart Inc made up 8.44% of New Wave Wealth Advisors's portfolio in Q2 2026, its #1 holding.
New Wave Wealth Advisors first reported a position in Walmart Inc in Q2 2024 and has held it in 9 quarters since.
New Wave Wealth Advisors's Walmart Inc position peaked at $35M in Q1 2026.
1,812 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.