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PSI Advisors’s Walmart Inc WMT Stock Holding History

PSI 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 		$1.08M Sell
9,494
-3,557
-27% -$442K 0.25% 61
2026
Q1 		$1.62M Sell
13,051
-17
-0.1% -$2.09K 0.39% 40
2025
Q4 		$1.46M Buy
13,068
+7,941
+155% +$853K 0.37% 38
2025
Q3 		$528K Hold
5,127
– – 0.14% 78
2025
Q2 		$501K Buy
5,127
+177
+4% +$16.9K 0.25% 55
2025
Q1 		$435K Sell
4,950
-1,313
-21% -$123K 0.14% 77
2024
Q4 		$566K Buy
6,263
+75
+1% +$6.51K 0.17% 69
2024
Q3 		$500K Buy
6,188
+4
+0.1% +$294 0.15% 85
2024
Q2 		$419K Sell
6,184
-5,046
-45% -$318K 0.13% 90
2024
Q1 		$676K Sell
11,230
-1,544
-12% -$88.3K 0.24% 65
2023
Q4 		$671K Sell
12,774
-258
-2% -$13.7K 0.25% 71
2023
Q3 		$695K Buy
13,032
+390
+3% +$20.8K 0.3% 59
2023
Q2 		$662K Sell
12,642
-108
-0.8% -$5.45K 0.29% 62
2023
Q1 		$627K Sell
12,750
-651
-5% -$30.9K 0.3% 61
2022
Q4 		$633K Hold
13,401
– – 0.34% 58
2022
Q3 		$579K Sell
13,401
-2,451
-15% -$107K 0.3% 65
2022
Q2 		$642K Sell
15,852
-3,225
-17% -$149K 0.32% 68
2022
Q1 		$947K Sell
19,077
-843
-4% -$39.6K 0.39% 54
2021
Q4 		$961K Buy
19,920
+816
+4% +$39K 0.39% 53
2021
Q3 		$888K Sell
19,104
-441
-2% -$21.2K 0.41% 51
2021
Q2 		$918K Buy
19,545
+486
+3% +$22.6K 0.48% 50
2021
Q1 		$862K Buy
19,059
+3,816
+25% +$177K 0.51% 45
2020
Q4 		$732K Buy
15,243
+2,898
+23% +$141K 0.5% 43
2020
Q3 		$575K Sell
12,345
-12,459
-50% -$554K 0.44% 51
2020
Q2 		$990K Buy
24,804
+3,120
+14% +$128K 0.8% 29
2020
Q1 		$821K Buy
21,684
+12,582
+138% +$484K 0.76% 29
2019
Q4 		$360K Buy
+9,102
New +$361K 0.23% 90

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 $3.38T AUM 44.17% 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

PSI Advisors's WMT Position: Q2 2026 in Review

PSI Advisors reduced its Walmart Inc (WMT) stake by 27% in Q2 2026, selling an estimated $442K and leaving 9,494 shares worth $1.08M. The position accounts for 0.25% of the portfolio, ranked #61.

PSI Advisors first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.62M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • PSI Advisors held 9,494 shares of Walmart Inc worth $1.08M as of Q2 2026.
  • PSI Advisors sold 3,557 Walmart Inc shares in Q2 2026, an estimated $442K.
  • Walmart Inc made up 0.25% of PSI Advisors's portfolio in Q2 2026, its #61 holding.
  • PSI Advisors first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • PSI Advisors's Walmart Inc position peaked at $1.62M in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.