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Rise Advisors’s Walmart Inc WMT Stock Holding History

Rise 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 		$514K Buy
4,538
+117
+3% +$14.5K 0.14% 53
2026
Q1 		$552K Buy
4,421
+24
+0.5% +$2.95K 0.19% 44
2025
Q4 		$490K Sell
4,397
-155
-3% -$16.6K 0.17% 50
2025
Q3 		$469K Buy
4,552
+372
+9% +$37K 0.17% 52
2025
Q2 		$409K Sell
4,180
-59
-1% -$5.62K 0.16% 57
2025
Q1 		$372K Buy
4,239
+424
+11% +$39.8K 0.16% 58
2024
Q4 		$345K Sell
3,815
-182
-5% -$15.8K 0.17% 60
2024
Q3 		$323K Sell
3,997
-391
-9% -$28.7K 0.15% 66
2024
Q2 		$297K Buy
4,388
+28
+0.6% +$1.76K 0.16% 66
2024
Q1 		$262K Buy
4,360
+2,122
+95% +$121K 0.14% 74
2023
Q4 		$118K Buy
2,238
+1,389
+164% +$73.5K 0.08% 95
2023
Q3 		$45.3K Sell
849
-5,943
-88% -$316K 0.04% 146
2023
Q2 		$356K Sell
6,792
-2,325
-26% -$117K 0.28% 40
2023
Q1 		$448K Sell
9,117
-465
-5% -$22.1K 0.34% 35
2022
Q4 		$453K Hold
9,582
– – 0.36% 32
2022
Q3 		$414K Buy
9,582
+1,719
+22% +$75.3K 0.34% 34
2022
Q2 		$319K Buy
7,863
+225
+3% +$10.4K 0.32% 42
2022
Q1 		$379K Buy
7,638
+156
+2% +$7.32K 0.34% 41
2021
Q4 		$361K Buy
+7,482
New +$357K 0.34% 43

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Rise Advisors's WMT Position: Q2 2026 in Review

Rise Advisors increased its Walmart Inc (WMT) stake by 2.6% in Q2 2026, buying an estimated $14.5K and bringing the position to 4,538 shares worth $514K. The position accounts for 0.14% of the portfolio, ranked #53.

Rise Advisors first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $552K in Q1 2026. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Rise Advisors held 4,538 shares of Walmart Inc worth $514K as of Q2 2026.
  • Rise Advisors bought 117 Walmart Inc shares in Q2 2026, an estimated $14.5K.
  • Walmart Inc made up 0.14% of Rise Advisors's portfolio in Q2 2026, its #53 holding.
  • Rise Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Rise Advisors's Walmart Inc position peaked at $552K in Q1 2026.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.