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Peterson Wealth Advisors’s Walmart Inc WMT Stock Holding History

Peterson 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 		$1.1M Buy
9,703
+9
+0.1% +$1.12K 0.13% 40
2026
Q1 		$1.2M Sell
9,694
-190
-2% -$23.3K 0.16% 36
2025
Q4 		$1.1M Buy
9,884
+232
+2% +$24.9K 0.15% 41
2025
Q3 		$997K Buy
9,652
+104
+1% +$10.4K 0.15% 43
2025
Q2 		$934K Sell
9,548
-1
-0% -$95 0.15% 43
2025
Q1 		$800K Sell
9,549
-369
-4% -$34.6K 0.15% 40
2024
Q4 		$900K Buy
9,918
+53
+0.5% +$4.6K 0.16% 35
2024
Q3 		$797K Buy
9,865
+349
+4% +$25.6K 0.15% 39
2024
Q2 		$644K Hold
9,516
– – 0.14% 42
2024
Q1 		$573K Sell
9,516
-534
-5% -$30.6K 0.12% 44
2023
Q4 		$528K Sell
10,050
-3
-0% -$159 0.13% 43
2023
Q3 		$536K Sell
10,053
-111
-1% -$5.91K 0.14% 40
2023
Q2 		$536K Buy
10,164
+24
+0.2% +$1.21K 0.14% 40
2023
Q1 		$498K Sell
10,140
-714
-7% -$33.9K 0.14% 44
2022
Q4 		$513K Sell
10,854
-57
-0.5% -$2.71K 0.15% 40
2022
Q3 		$472K Buy
10,911
+171
+2% +$7.49K 0.16% 41
2022
Q2 		$435K Hold
10,740
– – 0.14% 41
2022
Q1 		$533K Sell
10,740
-672
-6% -$31.5K 0.16% 42
2021
Q4 		$550K Buy
11,412
+39
+0.3% +$1.86K 0.16% 41
2021
Q3 		$528K Hold
11,373
– – 0.17% 38
2021
Q2 		$535K Sell
11,373
-1,443
-11% -$67.2K 0.19% 36
2021
Q1 		$580K Buy
12,816
+30
+0.2% +$1.39K 0.24% 30
2020
Q4 		$614K Buy
+12,786
New +$621K 0.27% 27

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

Peterson Wealth Advisors's WMT Position: Q2 2026 in Review

Peterson Wealth Advisors increased its Walmart Inc (WMT) stake by 0.09% in Q2 2026, buying an estimated $1.12K and bringing the position to 9,703 shares worth $1.1M. The position accounts for 0.13% of the portfolio, ranked #40.

Peterson Wealth Advisors first reported a position in WMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.2M in Q1 2026. 4,414 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Peterson Wealth Advisors held 9,703 shares of Walmart Inc worth $1.1M as of Q2 2026.
  • Peterson Wealth Advisors bought 9 Walmart Inc shares in Q2 2026, an estimated $1.12K.
  • Walmart Inc made up 0.13% of Peterson Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • Peterson Wealth Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 23 quarters since.
  • Peterson Wealth Advisors's Walmart Inc position peaked at $1.2M in Q1 2026.
  • 4,414 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.