NWF Advisory Services’s Walmart Inc WMT Stock Holding History

NWF Advisory Services’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	$7.85M	Buy	69,274 +223	+0.3%	+$27.7K	0.74%	34
2026 Q1	$8.58M	Sell	69,051 -869	-1%	-$107K	0.97%	25
2025 Q4	$7.79M	Sell	69,920 -1,309	-2%	-$141K	0.86%	31
2025 Q3	$7.34M	Buy	71,229 +1,214	+2%	+$121K	0.81%	32
2025 Q2	$6.85M	Buy	70,015 +1,591	+2%	+$152K	0.82%	31
2025 Q1	$6.01M	Sell	68,424 -9,616	-12%	-$902K	0.84%	31
2024 Q4	$7.07M	Buy	78,040 +9,439	+14%	+$819K	1.04%	31
2024 Q3	$5.54M	Sell	68,601 -3,484	-5%	-$256K	0.81%	32
2024 Q2	$4.88M	Buy	72,085 +657	+0.9%	+$41.4K	0.78%	33
2024 Q1	$4.3M	Sell	71,428 -74	-0.1%	-$4.23K	0.72%	36
2023 Q4	$3.76M	Buy	71,502 +1,611	+2%	+$85.2K	0.75%	33
2023 Q3	$3.73M	Buy	69,891 +60	+0.1%	+$3.19K	0.88%	28
2023 Q2	$3.66M	Hold	69,831	–	–	0.85%	27
2023 Q1	$3.66M	Buy	+69,831	New	+$3.31M	0.85%	27

Other funds holding WMT

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NWF Advisory Services's WMT Position: Q2 2026 in Review

NWF Advisory Services increased its Walmart Inc (WMT) stake by 0.32% in Q2 2026, buying an estimated $27.7K and bringing the position to 69,274 shares worth $7.85M. The position accounts for 0.74% of the portfolio, ranked #34.

NWF Advisory Services first reported a position in WMT in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.58M in Q1 2026. 1,965 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

NWF Advisory Services held 69,274 shares of Walmart Inc worth $7.85M as of Q2 2026.
NWF Advisory Services bought 223 Walmart Inc shares in Q2 2026, an estimated $27.7K.
Walmart Inc made up 0.74% of NWF Advisory Services's portfolio in Q2 2026, its #34 holding.
NWF Advisory Services first reported a position in Walmart Inc in Q1 2023 and has held it in 14 quarters since.
NWF Advisory Services's Walmart Inc position peaked at $8.58M in Q1 2026.
1,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.