Retirement Investment Advisors’s Walmart Inc WMT Stock Holding History

Retirement 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	$990K	Buy	8,621 +660	+8%	+$81.9K	0.07%	33
2026 Q1	$887K	Hold	7,961	–	–	0.07%	34
2025 Q4	$887K	Hold	7,961	–	–	0.07%	33
2025 Q3	$820K	Buy	7,961 +2,045	+35%	+$204K	0.07%	35
2025 Q2	$578K	Hold	5,916	–	–	0.05%	37
2025 Q1	$519K	Hold	5,916	–	–	0.05%	38
2024 Q4	$535K	Hold	5,916	–	–	0.06%	38
2024 Q3	$478K	Buy	+5,916	New	+$434K	0.05%	38
2023 Q4	$265K	Sell	5,049 -5,049	-50%	-$267K	0.04%	44
2023 Q3	$538K	Sell	10,098 -738	-7%	-$39.3K	0.05%	39
2023 Q2	$568K	Sell	10,836 -678	-6%	-$34.2K	0.07%	37
2023 Q1	$566K	Buy	11,514 +5,283	+85%	+$251K	0.1%	37
2022 Q4	$294K	Buy	+6,231	New	+$296K	0.19%	40

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Retirement Investment Advisors's WMT Position: Q2 2026 in Review

Retirement Investment Advisors increased its Walmart Inc (WMT) stake by 8.3% in Q2 2026, buying an estimated $81.9K and bringing the position to 8,621 shares worth $990K. The position accounts for 0.07% of the portfolio, ranked #33.

Retirement Investment Advisors first reported a position in WMT in Q4 2022 and has held it in 13 quarters since. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Retirement Investment Advisors held 8,621 shares of Walmart Inc worth $990K as of Q2 2026.
Retirement Investment Advisors bought 660 Walmart Inc shares in Q2 2026, an estimated $81.9K.
Walmart Inc made up 0.07% of Retirement Investment Advisors's portfolio in Q2 2026, its #33 holding.
Retirement Investment Advisors first reported a position in Walmart Inc in Q4 2022 and has held it in 13 quarters since.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Retirement Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.