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Richwood Investment Advisors’s Walmart Inc WMT Stock Holding History

Richwood 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 		– Sell
-1,893
Closed -$235K – 108
2026
Q1 		$235K Buy
1,893
+200
+12% +$24.6K 0.18% 92
2025
Q4 		$222K Buy
+1,693
New +$182K 0.16% 99
2022
Q1 		– Sell
-1,500
Closed -$72K – 253
2021
Q4 		$72K Buy
+1,500
New +$71.6K 0.06% 145

Other funds holding WMT

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Richwood Investment Advisors sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 1,893 shares — an estimated $235K sold.

Richwood Investment Advisors first reported a position in WMT in Q4 2021 and held it in 3 quarters. The position peaked at $235K in Q1 2026. 1,876 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Richwood Investment Advisors reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
  • Richwood Investment Advisors sold 1,893 Walmart Inc shares in Q2 2026, an estimated $235K.
  • Richwood Investment Advisors first reported a position in Walmart Inc in Q4 2021 and held it in 3 quarters.
  • Richwood Investment Advisors's Walmart Inc position peaked at $235K in Q1 2026.
  • 1,876 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.