Roehl & Yi Investment Advisors’s Walmart Inc WMT Stock Holding History

Roehl & Yi 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	$674K	Buy	83,757 +55	+0.1%	+$6.83K	0.22%	94
2026 Q1	$725K	Sell	83,702 -52	-0.1%	-$6.38K	0.27%	77
2025 Q4	$664K	Buy	83,754 +50	+0.1%	+$5.37K	0.26%	81
2025 Q3	$615K	Buy	83,704 +10	+0%	+$995	0.27%	80
2025 Q2	$586K	Sell	83,694 -31	-0%	-$2.95K	0.3%	77
2025 Q1	$537K	Buy	83,725 +78,702	+1,567%	+$7.38M	0.29%	84
2024 Q4	$454K	Buy	+5,023	New	+$436K	0.25%	89

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Roehl & Yi Investment Advisors's WMT Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Walmart Inc (WMT) stake by 0.07% in Q2 2026, buying an estimated $6.83K and bringing the position to 83,757 shares worth $674K. The position accounts for 0.22% of the portfolio, ranked #94.

Roehl & Yi Investment Advisors first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $725K in Q1 2026. 4,390 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Roehl & Yi Investment Advisors held 83,757 shares of Walmart Inc worth $674K as of Q2 2026.
Roehl & Yi Investment Advisors bought 55 Walmart Inc shares in Q2 2026, an estimated $6.83K.
Walmart Inc made up 0.22% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #94 holding.
Roehl & Yi Investment Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Roehl & Yi Investment Advisors's Walmart Inc position peaked at $725K in Q1 2026.
4,390 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.