Rooted Wealth Advisors’s Walmart Inc WMT Stock Holding History

Rooted Wealth 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	$780K	Buy	6,888 +311	+5%	+$38.6K	0.19%	75
2026 Q1	$841K	Buy	6,577 +380	+6%	+$46.7K	0.22%	71
2025 Q4	$793K	Buy	6,197 +283	+5%	+$30.4K	0.22%	70
2025 Q3	$604K	Buy	5,914 +659	+13%	+$65.6K	0.18%	73
2025 Q2	$496K	Buy	5,255 +677	+15%	+$64.5K	0.17%	69
2025 Q1	$381K	Buy	4,578 +234	+5%	+$22K	0.16%	68
2024 Q4	$394K	Buy	4,344 +110	+3%	+$9.54K	0.15%	67
2024 Q3	$335K	Sell	4,234 -98	-2%	-$7.2K	0.15%	69
2024 Q2	$307K	Buy	+4,332	New	+$273K	0.14%	70
2023 Q2	–	Sell	-5,601	Closed	-$277K	–	103
2023 Q1	$277K	Buy	5,601 +90	+2%	+$4.27K	0.21%	60
2022 Q4	$260K	Buy	+5,511	New	+$262K	0.22%	56

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rooted Wealth Advisors's WMT Position: Q2 2026 in Review

Rooted Wealth Advisors increased its Walmart Inc (WMT) stake by 4.7% in Q2 2026, buying an estimated $38.6K and bringing the position to 6,888 shares worth $780K. The position accounts for 0.19% of the portfolio, ranked #75.

Rooted Wealth Advisors first reported a position in WMT in Q4 2022 and has held it in 11 quarters since. The position peaked at $841K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Rooted Wealth Advisors held 6,888 shares of Walmart Inc worth $780K as of Q2 2026.
Rooted Wealth Advisors bought 311 Walmart Inc shares in Q2 2026, an estimated $38.6K.
Walmart Inc made up 0.19% of Rooted Wealth Advisors's portfolio in Q2 2026, its #75 holding.
Rooted Wealth Advisors first reported a position in Walmart Inc in Q4 2022 and has held it in 11 quarters since.
Rooted Wealth Advisors's Walmart Inc position peaked at $841K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.