Realta Investment Advisors’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $553K | Buy |
4,881
+792
| +19% | +$98.3K | 0.17% | 126 |
|
|
2026
Q1 | $508K | Buy |
4,089
+81
| +2% | +$9.95K | 0.18% | 126 |
|
|
2025
Q4 | $447K | Sell |
4,008
-45
| -1% | -$4.83K | 0.15% | 132 |
|
|
2025
Q3 | $418K | Buy |
4,053
+1,360
| +51% | +$135K | 0.14% | 133 |
|
|
2025
Q2 | $263K | Sell |
2,693
-913
| -25% | -$87K | 0.1% | 153 |
|
|
2025
Q1 | $317K | Buy |
3,606
+235
| +7% | +$22K | 0.14% | 133 |
|
|
2024
Q4 | $306K | Sell |
3,371
-2,490
| -42% | -$216K | 0.13% | 140 |
|
|
2024
Q3 | $471K | Sell |
5,861
-12,936
| -69% | -$950K | 0.22% | 112 |
|
|
2024
Q2 | $1.27M | Buy |
18,797
+937
| +5% | +$59K | 0.25% | 98 |
|
|
2024
Q1 | $1.07M | Buy |
17,860
+403
| +2% | +$23.1K | 0.22% | 112 |
|
|
2023
Q4 | $917K | Sell |
17,457
-369
| -2% | -$19.5K | 0.21% | 126 |
|
|
2023
Q3 | $934K | Sell |
17,826
-150
| -0.8% | -$7.98K | 0.21% | 113 |
|
|
2023
Q2 | $942K | Buy |
17,976
+120
| +0.7% | +$6.05K | 0.21% | 118 |
|
|
2023
Q1 | $878K | Sell |
17,856
-2,088
| -10% | -$99.1K | 0.21% | 122 |
|
|
2022
Q4 | $943K | Sell |
19,944
-213
| -1% | -$10.1K | 0.23% | 108 |
|
|
2022
Q3 | $872K | Sell |
20,157
-192
| -0.9% | -$8.41K | 0.23% | 109 |
|
|
2022
Q2 | $832K | Sell |
20,349
-1,086
| -5% | -$50.1K | 0.2% | 117 |
|
|
2022
Q1 | $1.06M | Sell |
21,435
-7,731
| -27% | -$363K | 0.21% | 104 |
|
|
2021
Q4 | $1.41M | Buy |
29,166
+624
| +2% | +$29.8K | 0.31% | 73 |
|
|
2021
Q3 | $1.33M | Buy |
28,542
+189
| +0.7% | +$9.11K | 0.31% | 70 |
|
|
2021
Q2 | $1.33M | Sell |
28,353
-1,056
| -4% | -$49.2K | 0.32% | 73 |
|
|
2021
Q1 | $1.33M | Buy |
29,409
+507
| +2% | +$23.5K | 0.35% | 67 |
|
|
2020
Q4 | $1.39M | Sell |
28,902
-3,108
| -10% | -$151K | 0.39% | 55 |
|
|
2020
Q3 | $1.49M | Buy |
32,010
+18,219
| +132% | +$810K | 0.5% | 41 |
|
|
2020
Q2 | $551K | Sell |
13,791
-24
| -0.2% | -$987 | 0.18% | 142 |
|
|
2020
Q1 | $523K | Sell |
13,815
-16,212
| -54% | -$624K | 0.22% | 127 |
|
|
2019
Q4 | $1.19M | Buy |
30,027
+2,148
| +8% | +$85.3K | 0.33% | 55 |
|
|
2019
Q3 | $1.1M | Sell |
27,879
-942
| -3% | -$35.6K | 0.3% | 65 |
|
|
2019
Q2 | $1.06M | Sell |
28,821
-1,293
| -4% | -$44.6K | 0.29% | 68 |
|
|
2019
Q1 | $986K | Buy |
+30,114
| New | +$976K | 0.45% | 49 |
|
Other funds holding WMT
Realta Investment Advisors's WMT Position: Q2 2026 in Review
Realta Investment Advisors increased its Walmart Inc (WMT) stake by 19% in Q2 2026, buying an estimated $98.3K and bringing the position to 4,881 shares worth $553K. The position accounts for 0.17% of the portfolio, ranked #126.
Realta Investment Advisors first reported a position in WMT in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.49M in Q3 2020. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Realta Investment Advisors held 4,881 shares of Walmart Inc worth $553K as of Q2 2026.
- Realta Investment Advisors bought 792 Walmart Inc shares in Q2 2026, an estimated $98.3K.
- Walmart Inc made up 0.17% of Realta Investment Advisors's portfolio in Q2 2026, its #126 holding.
- Realta Investment Advisors first reported a position in Walmart Inc in Q1 2019 and has held it in 30 quarters since.
- Realta Investment Advisors's Walmart Inc position peaked at $1.49M in Q3 2020.
- 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.