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Powers Advisory Group’s Walmart Inc WMT Stock Holding History

Powers Advisory Group’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 		$3.39M Sell
29,919
-1,633
-5% -$203K 1.06% 20
2026
Q1 		$3.92M Sell
31,552
-592
-2% -$72.7K 1.38% 17
2025
Q4 		$3.58M Sell
32,144
-148
-0.5% -$15.9K 1.35% 17
2025
Q3 		$3.33M Sell
32,292
-336
-1% -$33.4K 1.33% 16
2025
Q2 		$3.19M Buy
32,628
+111
+0.3% +$10.6K 1.4% 15
2025
Q1 		$2.85M Sell
32,517
-1,396
-4% -$131K 1.36% 15
2024
Q4 		$3.06M Sell
33,913
-441
-1% -$38.3K 1.53% 15
2024
Q3 		$2.77M Sell
34,354
-186
-0.5% -$13.7K 1.38% 15
2024
Q2 		$2.34M Buy
34,540
+1,089
+3% +$68.6K 1.28% 15
2024
Q1 		$2.01M Sell
33,451
-2,495
-7% -$143K 1.15% 18
2023
Q4 		$1.89M Sell
35,946
-795
-2% -$42.1K 1.17% 20
2023
Q3 		$1.96M Sell
36,741
-558
-1% -$29.7K 1.33% 16
2023
Q2 		$1.95M Buy
37,299
+39
+0.1% +$1.97K 1.3% 20
2023
Q1 		$1.83M Sell
37,260
-345
-0.9% -$16.4K 1.28% 20
2022
Q4 		$1.78M Hold
37,605
– – 1.31% 17
2022
Q3 		$1.63M Sell
37,605
-48
-0.1% -$2.1K 1.3% 18
2022
Q2 		$1.53M Sell
37,653
-1,284
-3% -$59.2K 1.17% 22
2022
Q1 		$1.93M Buy
38,937
+543
+1% +$25.5K 1.35% 18
2021
Q4 		$1.85M Buy
+38,394
New +$1.83M 1.31% 18

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

Powers Advisory Group's WMT Position: Q2 2026 in Review

Powers Advisory Group reduced its Walmart Inc (WMT) stake by 5.2% in Q2 2026, selling an estimated $203K and leaving 29,919 shares worth $3.39M. The position accounts for 1.06% of the portfolio, ranked #20.

Powers Advisory Group first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.92M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Powers Advisory Group held 29,919 shares of Walmart Inc worth $3.39M as of Q2 2026.
  • Powers Advisory Group sold 1,633 Walmart Inc shares in Q2 2026, an estimated $203K.
  • Walmart Inc made up 1.06% of Powers Advisory Group's portfolio in Q2 2026, its #20 holding.
  • Powers Advisory Group first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Powers Advisory Group's Walmart Inc position peaked at $3.92M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.