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Realta Investment Advisors’s Walmart Inc WMT Stock Holding History

Realta Investment 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 		$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

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

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. 2,199 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.
  • 2,199 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.