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Private Advisor Group’s Walmart Inc WMT Stock Holding History

Private Advisor 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
2023
Q4 		– Sell
-90,000
Closed -$48K – 2538
2023
Q3 		$48K Buy
+90,000
New +$4.79M ﹤0.01% 2039

Other funds holding WMT

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Private Advisor Group's WMT Position: Q2 2026 in Review

Private Advisor Group reduced its Walmart Inc (WMT) stake by 42% in Q2 2026, selling an estimated $41.2M and leaving 453,568 shares worth $51.4M. The position accounts for 0.24% of the portfolio, ranked #87.

Private Advisor Group first reported a position in WMT in Q4 2013 and has held it in 51 quarters since. The position peaked at $97.6M in Q1 2026. 1,810 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Private Advisor Group held 453,568 shares of Walmart Inc worth $51.4M as of Q2 2026.
  • Private Advisor Group sold 331,938 Walmart Inc shares in Q2 2026, an estimated $41.2M.
  • Walmart Inc made up 0.24% of Private Advisor Group's portfolio in Q2 2026, its #87 holding.
  • Private Advisor Group first reported a position in Walmart Inc in Q4 2013 and has held it in 51 quarters since.
  • Private Advisor Group's Walmart Inc position peaked at $97.6M in Q1 2026.
  • 1,810 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.