PWA
WMT icon

Physician Wealth Advisors’s Walmart Inc WMT Stock Holding History

Physician 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 		$1.66M Sell
14,634
-105
-0.7% -$13K 0.2% 60
2026
Q1 		$1.83M Buy
14,739
+492
+3% +$60.4K 0.25% 54
2025
Q4 		$1.59M Sell
14,247
-62
-0.4% -$6.66K 0.22% 54
2025
Q3 		$1.47M Buy
14,309
+1,104
+8% +$110K 0.21% 58
2025
Q2 		$1.29M Buy
13,205
+1,234
+10% +$118K 0.2% 59
2025
Q1 		$1.05M Buy
11,971
+628
+6% +$58.9K 0.18% 62
2024
Q4 		$1.02M Sell
11,343
-55
-0.5% -$4.77K 0.17% 67
2024
Q3 		$931K Buy
11,398
+52
+0.5% +$3.82K 0.17% 68
2024
Q2 		$794K Buy
11,346
+633
+6% +$39.9K 0.15% 75
2024
Q1 		$641K Buy
10,713
+318
+3% +$18.2K 0.13% 79
2023
Q4 		$563K Sell
10,395
-312
-3% -$16.5K 0.13% 81
2023
Q3 		$556K Buy
10,707
+3
+0% +$160 0.14% 73
2023
Q2 		$564K Buy
10,704
+69
+0.6% +$3.48K 0.14% 71
2023
Q1 		$532K Buy
10,635
+6
+0.1% +$285 0.14% 72
2022
Q4 		$507K Buy
10,629
+3
+0% +$142 0.14% 77
2022
Q3 		$471K Buy
10,626
+6
+0.1% +$263 0.14% 73
2022
Q2 		$469K Buy
10,620
+6
+0.1% +$277 0.14% 81
2022
Q1 		$547K Buy
10,614
+243
+2% +$11.4K 0.15% 81
2021
Q4 		$501K Buy
10,371
+6
+0.1% +$286 0.13% 86
2021
Q3 		$486K Buy
10,365
+423
+4% +$20.4K 0.13% 87
2021
Q2 		$468K Buy
9,942
+24
+0.2% +$1.12K 0.13% 86
2021
Q1 		$461K Buy
9,918
+3
+0% +$139 0.15% 83
2020
Q4 		$455K Sell
9,915
-24
-0.2% -$1.17K 0.15% 82
2020
Q3 		$465K Buy
9,939
+390
+4% +$17.3K 0.19% 73
2020
Q2 		$420K Buy
9,549
+213
+2% +$8.76K 0.17% 79
2020
Q1 		$410K Buy
9,336
+66
+0.7% +$2.54K 0.2% 64
2019
Q4 		$358K Sell
9,270
-45
-0.5% -$1.79K 0.16% 79
2019
Q3 		$369K Buy
+9,315
New +$352K 0.18% 70

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Physician Wealth Advisors reduced its Walmart Inc (WMT) stake by 0.71% in Q2 2026, selling an estimated $13K and leaving 14,634 shares worth $1.66M. The position accounts for 0.2% of the portfolio, ranked #60.

Physician Wealth Advisors first reported a position in WMT in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.83M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Physician Wealth Advisors held 14,634 shares of Walmart Inc worth $1.66M as of Q2 2026.
  • Physician Wealth Advisors sold 105 Walmart Inc shares in Q2 2026, an estimated $13K.
  • Walmart Inc made up 0.2% of Physician Wealth Advisors's portfolio in Q2 2026, its #60 holding.
  • Physician Wealth Advisors first reported a position in Walmart Inc in Q3 2019 and has held it in 28 quarters since.
  • Physician Wealth Advisors's Walmart Inc position peaked at $1.83M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.