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Phoenix Wealth Advisors’s Walmart Inc WMT Stock Holding History

Phoenix 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 		$4.03M Sell
35,585
-442
-1% -$54.9K 1.36% 20
2026
Q1 		$4.48M Sell
36,027
-1,668
-4% -$205K 1.77% 14
2025
Q4 		$4.2M Buy
37,695
+219
+0.6% +$23.5K 1.62% 17
2025
Q3 		$3.86M Sell
37,476
-540
-1% -$53.8K 1.48% 18
2025
Q2 		$3.72M Sell
38,016
-2,842
-7% -$271K 1.56% 17
2025
Q1 		$3.59M Sell
40,858
-5,266
-11% -$494K 1.56% 16
2024
Q4 		$4.17M Sell
46,124
-1,841
-4% -$160K 1.81% 14
2024
Q3 		$3.87M Sell
47,965
-9,514
-17% -$699K 1.8% 12
2024
Q2 		$3.89M Sell
57,479
-746
-1% -$47K 1.95% 11
2024
Q1 		$3.5M Buy
58,225
+12,829
+28% +$734K 2.13% 13
2023
Q4 		$2.41M Sell
45,396
-354
-0.8% -$18.7K 1.68% 23
2023
Q3 		$2.44M Buy
45,750
+855
+2% +$45.5K 1.43% 18
2023
Q2 		$2.35M Buy
44,895
+14,382
+47% +$726K 1.37% 22
2023
Q1 		$1.5M Buy
30,513
+1,578
+5% +$74.9K 0.93% 27
2022
Q4 		$1.37M Buy
28,935
+2,592
+10% +$123K 0.82% 31
2022
Q3 		$1.14M Buy
26,343
+1,098
+4% +$48.1K 1.14% 31
2022
Q2 		$1.02M Buy
25,245
+2,256
+10% +$104K 1.01% 30
2022
Q1 		$1.19M Buy
22,989
+3,195
+16% +$150K 1.23% 23
2021
Q4 		$955K Buy
19,794
+4,998
+34% +$239K 0.72% 37
2021
Q3 		$687K Buy
14,796
+333
+2% +$16K 0.51% 53
2021
Q2 		$675K Buy
14,463
+408
+3% +$19K 0.49% 61
2021
Q1 		$635K Sell
14,055
-3,216
-19% -$149K 0.49% 49
2020
Q4 		$830K Buy
+17,271
New +$839K 0.63% 41

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

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

Phoenix Wealth Advisors reduced its Walmart Inc (WMT) stake by 1.2% in Q2 2026, selling an estimated $54.9K and leaving 35,585 shares worth $4.03M. The position accounts for 1.36% of the portfolio, ranked #20.

Phoenix Wealth Advisors first reported a position in WMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.48M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Phoenix Wealth Advisors held 35,585 shares of Walmart Inc worth $4.03M as of Q2 2026.
  • Phoenix Wealth Advisors sold 442 Walmart Inc shares in Q2 2026, an estimated $54.9K.
  • Walmart Inc made up 1.36% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Phoenix Wealth Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 23 quarters since.
  • Phoenix Wealth Advisors's Walmart Inc position peaked at $4.48M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.