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Rollins Financial Advisors’s Walmart Inc WMT Stock Holding History

Rollins 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 		$697K Buy
6,158
+138
+2% +$17.1K 0.09% 95
2026
Q1 		$748K Buy
6,020
+229
+4% +$28.1K 0.12% 79
2025
Q4 		$645K Buy
5,791
+914
+19% +$98.1K 0.09% 83
2025
Q3 		$503K Sell
4,877
-248
-5% -$24.7K 0.08% 86
2025
Q2 		$501K Sell
5,125
-2,193
-30% -$209K 0.08% 81
2025
Q1 		$642K Buy
7,318
+222
+3% +$20.8K 0.11% 70
2024
Q4 		$641K Buy
7,096
+1,016
+17% +$88.2K 0.1% 70
2024
Q3 		$491K Sell
6,080
-461
-7% -$33.9K 0.08% 78
2024
Q2 		$443K Buy
6,541
+500
+8% +$31.5K 0.08% 77
2024
Q1 		$363K Sell
6,041
-352
-6% -$20.1K 0.07% 84
2023
Q4 		$336K Buy
+6,393
New +$338K 0.07% 78

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

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

Rollins Financial Advisors increased its Walmart Inc (WMT) stake by 2.3% in Q2 2026, buying an estimated $17.1K and bringing the position to 6,158 shares worth $697K. The position accounts for 0.09% of the portfolio, ranked #95.

Rollins Financial Advisors first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $748K in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Rollins Financial Advisors held 6,158 shares of Walmart Inc worth $697K as of Q2 2026.
  • Rollins Financial Advisors bought 138 Walmart Inc shares in Q2 2026, an estimated $17.1K.
  • Walmart Inc made up 0.09% of Rollins Financial Advisors's portfolio in Q2 2026, its #95 holding.
  • Rollins Financial Advisors first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
  • Rollins Financial Advisors's Walmart Inc position peaked at $748K in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.