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Primoris Wealth Advisors’s Walmart Inc WMT Stock Holding History

Primoris 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 		$1.12M Sell
9,884
-40
-0.4% -$4.97K 0.51% 48
2026
Q1 		$1.23M Sell
9,924
-87
-0.9% -$10.7K 0.86% 35
2025
Q4 		$1.12M Sell
10,011
-178
-2% -$19.1K 0.67% 42
2025
Q3 		$1.05M Sell
10,189
-224
-2% -$22.3K 0.67% 40
2025
Q2 		$1.02M Sell
10,413
-100
-1% -$9.53K 0.69% 41
2025
Q1 		$923K Buy
10,513
+64
+0.6% +$6K 0.71% 38
2024
Q4 		$944K Sell
10,449
-275
-3% -$23.9K 0.72% 37
2024
Q3 		$866K Sell
10,724
-150
-1% -$11K 0.63% 45
2024
Q2 		$736K Sell
10,874
-250
-2% -$15.7K 0.59% 47
2024
Q1 		$669K Sell
11,124
-57
-0.5% -$3.26K 0.54% 51
2023
Q4 		$588K Sell
11,181
-339
-3% -$17.9K 0.55% 47
2023
Q3 		$614K Sell
11,520
-378
-3% -$20.1K 0.74% 35
2023
Q2 		$623K Buy
11,898
+30
+0.3% +$1.51K 0.68% 36
2023
Q1 		$583K Sell
11,868
-42,849
-78% -$2.03M 0.72% 34
2022
Q4 		$2.59M Buy
54,717
+47,067
+615% +$2.24M 3.98% 8
2022
Q3 		$329K Sell
7,650
-690
-8% -$30.2K 0.59% 44
2022
Q2 		$337K Sell
8,340
-3,357
-29% -$155K 0.48% 51
2022
Q1 		$579K Sell
11,697
-27,150
-70% -$1.27M 0.54% 41
2021
Q4 		$1.87M Buy
+38,847
New +$1.85M 1.51% 27

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

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

Primoris Wealth Advisors reduced its Walmart Inc (WMT) stake by 0.4% in Q2 2026, selling an estimated $4.97K and leaving 9,884 shares worth $1.12M. The position accounts for 0.51% of the portfolio, ranked #48.

Primoris Wealth Advisors first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.59M in Q4 2022. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Primoris Wealth Advisors held 9,884 shares of Walmart Inc worth $1.12M as of Q2 2026.
  • Primoris Wealth Advisors sold 40 Walmart Inc shares in Q2 2026, an estimated $4.97K.
  • Walmart Inc made up 0.51% of Primoris Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • Primoris Wealth Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Primoris Wealth Advisors's Walmart Inc position peaked at $2.59M in Q4 2022.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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