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ROI Financial Advisors’s Walmart Inc WMT Stock Holding History

ROI Financial 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 		$6.36M Buy
56,174
+79
+0.1% +$9.81K 3.29% 10
2026
Q1 		$6.97M Buy
56,095
+413
+0.7% +$50.7K 4.17% 9
2025
Q4 		$6.2M Buy
55,682
+1,720
+3% +$185K 3.56% 12
2025
Q3 		$5.56M Buy
53,962
+1,769
+3% +$176K 3.32% 14
2025
Q2 		$5.1M Buy
52,193
+3,999
+8% +$381K 3.24% 13
2025
Q1 		$4.23M Buy
48,194
+5,030
+12% +$472K 3.07% 14
2024
Q4 		$3.9M Buy
43,164
+4,138
+11% +$359K 2.66% 14
2024
Q3 		$3.15M Buy
39,026
+4,314
+12% +$317K 2.18% 16
2024
Q2 		$2.35M Buy
34,712
+588
+2% +$37K 1.71% 18
2024
Q1 		$2.05M Buy
34,124
+80
+0.2% +$4.58K 1.61% 19
2023
Q4 		$1.79M Buy
+34,044
New +$1.8M 1.48% 21

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

ROI Financial Advisors's WMT Position: Q2 2026 in Review

ROI Financial Advisors increased its Walmart Inc (WMT) stake by 0.14% in Q2 2026, buying an estimated $9.81K and bringing the position to 56,174 shares worth $6.36M. The position accounts for 3.29% of the portfolio, ranked #10.

ROI Financial Advisors first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.97M in Q1 2026. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • ROI Financial Advisors held 56,174 shares of Walmart Inc worth $6.36M as of Q2 2026.
  • ROI Financial Advisors bought 79 Walmart Inc shares in Q2 2026, an estimated $9.81K.
  • Walmart Inc made up 3.29% of ROI Financial Advisors's portfolio in Q2 2026, its #10 holding.
  • ROI Financial Advisors first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
  • ROI Financial Advisors's Walmart Inc position peaked at $6.97M in Q1 2026.
  • 4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on ROI Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.