Powell Investment Advisors’s Walmart Inc WMT Stock Holding History

Powell Investment 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	$340K	Hold	3,006	–	–	0.11%	98
2026 Q1	$374K	Hold	3,006	–	–	0.13%	97
2025 Q4	$336K	Hold	3,006	–	–	0.12%	105
2025 Q3	$310K	Hold	3,006	–	–	0.11%	111
2025 Q2	$294K	Hold	3,006	–	–	0.11%	109
2025 Q1	$265K	Hold	3,006	–	–	0.13%	96
2024 Q4	$272K	Hold	3,006	–	–	0.13%	102
2024 Q3	$243K	Buy	+3,006	New	+$221K	0.11%	107

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Powell Investment Advisors's WMT Position: Q2 2026 in Review

Powell Investment Advisors held its Walmart Inc (WMT) position steady in Q2 2026 at 3,006 shares worth $340K. The position accounts for 0.11% of the portfolio, ranked #98.

Powell Investment Advisors first reported a position in WMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $374K in Q1 2026. 2,196 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Powell Investment Advisors held 3,006 shares of Walmart Inc worth $340K as of Q2 2026.
Powell Investment Advisors left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.11% of Powell Investment Advisors's portfolio in Q2 2026, its #98 holding.
Powell Investment Advisors first reported a position in Walmart Inc in Q3 2024 and has held it in 8 quarters since.
Powell Investment Advisors's Walmart Inc position peaked at $374K in Q1 2026.
2,196 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.