Optivise Advisory Services’s Walmart Inc WMT Stock Holding History

Optivise 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	$840K	Sell	7,413 -1,265	-15%	-$157K	0.43%	65
2026 Q1	$1.08M	Buy	8,678 +1,127	+15%	+$138K	0.65%	41
2025 Q4	$841K	Buy	7,551 +1,576	+26%	+$169K	0.48%	58
2025 Q3	$616K	Buy	5,975 +1,036	+21%	+$103K	0.37%	71
2025 Q2	$483K	Buy	4,939 +341	+7%	+$32.5K	0.25%	97
2025 Q1	$404K	Sell	4,598 -1,464	-24%	-$137K	0.23%	96
2024 Q4	$548K	Buy	6,062 +282	+5%	+$24.5K	0.3%	80
2024 Q3	$467K	Sell	5,780 -1,069	-16%	-$78.5K	0.25%	84
2024 Q2	$464K	Buy	+6,849	New	+$431K	0.25%	85

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Optivise Advisory Services reduced its Walmart Inc (WMT) stake by 15% in Q2 2026, selling an estimated $157K and leaving 7,413 shares worth $840K. The position accounts for 0.43% of the portfolio, ranked #65.

Optivise Advisory Services first reported a position in WMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.08M in Q1 2026. 1,611 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Optivise Advisory Services held 7,413 shares of Walmart Inc worth $840K as of Q2 2026.
Optivise Advisory Services sold 1,265 Walmart Inc shares in Q2 2026, an estimated $157K.
Walmart Inc made up 0.43% of Optivise Advisory Services's portfolio in Q2 2026, its #65 holding.
Optivise Advisory Services first reported a position in Walmart Inc in Q2 2024 and has held it in 9 quarters since.
Optivise Advisory Services's Walmart Inc position peaked at $1.08M in Q1 2026.
1,611 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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