RIA Advisory Group’s Walmart Inc WMT Stock Holding History

RIA Advisory 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
2026 Q2	$1.17M	Sell	10,365 -8,113	-44%	-$1.01M	0.26%	65
2026 Q1	$2.3M	Buy	18,478 +10,650	+136%	+$1.31M	0.55%	30
2025 Q4	$872K	Sell	7,828 -255	-3%	-$27.4K	0.21%	72
2025 Q3	$833K	Sell	8,083 -434	-5%	-$43.2K	0.21%	71
2025 Q2	$833K	Sell	8,517 -9,319	-52%	-$888K	0.24%	59
2025 Q1	$1.57M	Sell	17,836 -1,415	-7%	-$133K	0.51%	31
2024 Q4	$1.74M	Buy	19,251 +4,429	+30%	+$384K	0.59%	28
2024 Q3	$1.2M	Buy	+14,822	New	+$1.09M	0.42%	39
2024 Q1	$4.68M	Buy	+77,776	New	+$4.45M	1.89%	9
2023 Q4	–	Sell	-95,739	Closed	-$5.1M	–	202
2023 Q3	$5.1M	Sell	95,739 -3,408	-3%	-$181K	2.29%	6
2023 Q2	$5.19M	Buy	99,147 +8,169	+9%	+$412K	2.24%	5
2023 Q1	$4.47M	Buy	+90,978	New	+$4.32M	2.06%	6

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

RIA Advisory Group's WMT Position: Q2 2026 in Review

RIA Advisory Group reduced its Walmart Inc (WMT) stake by 44% in Q2 2026, selling an estimated $1.01M and leaving 10,365 shares worth $1.17M. The position accounts for 0.26% of the portfolio, ranked #65.

RIA Advisory Group first reported a position in WMT in Q1 2023 and has held it in 12 quarters since. The position peaked at $5.19M in Q2 2023. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

RIA Advisory Group held 10,365 shares of Walmart Inc worth $1.17M as of Q2 2026.
RIA Advisory Group sold 8,113 Walmart Inc shares in Q2 2026, an estimated $1.01M.
Walmart Inc made up 0.26% of RIA Advisory Group's portfolio in Q2 2026, its #65 holding.
RIA Advisory Group first reported a position in Walmart Inc in Q1 2023 and has held it in 12 quarters since.
RIA Advisory Group's Walmart Inc position peaked at $5.19M in Q2 2023.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.