NWA
WMT icon

New World Advisors’s Walmart Inc WMT Stock Holding History

New World 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 		$495K Sell
4,369
-83
-2% -$10.3K 0.08% 41
2026
Q1 		$553K Sell
4,452
-297
-6% -$36.5K 0.1% 26
2025
Q4 		$529K Buy
4,749
+643
+16% +$69K 0.09% 33
2025
Q3 		$423K Buy
4,106
+1,556
+61% +$155K 0.08% 40
2025
Q2 		$249K Buy
+2,550
New +$243K 0.05% 60
2021
Q3 		– Sell
-7,341
Closed -$345K – 136
2021
Q2 		$345K Buy
+7,341
New +$342K 0.23% 75

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 World Advisors's WMT Position: Q2 2026 in Review

New World Advisors reduced its Walmart Inc (WMT) stake by 1.9% in Q2 2026, selling an estimated $10.3K and leaving 4,369 shares worth $495K. The position accounts for 0.08% of the portfolio, ranked #41.

New World Advisors first reported a position in WMT in Q2 2021 and has held it in 6 quarters since. The position peaked at $553K in Q1 2026. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • New World Advisors held 4,369 shares of Walmart Inc worth $495K as of Q2 2026.
  • New World Advisors sold 83 Walmart Inc shares in Q2 2026, an estimated $10.3K.
  • Walmart Inc made up 0.08% of New World Advisors's portfolio in Q2 2026, its #41 holding.
  • New World Advisors first reported a position in Walmart Inc in Q2 2021 and has held it in 6 quarters since.
  • New World Advisors's Walmart Inc position peaked at $553K in Q1 2026.
  • 4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on New World Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.