San Luis Wealth Advisors’s Walmart Inc WMT Stock Holding History

San Luis 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	$1.5M	Sell	13,276 -2	-0%	-$248	0.23%	67
2026 Q1	$1.65M	Sell	13,278 -1	-0%	-$123	0.27%	61
2025 Q4	$1.48M	Buy	13,279 +6	+0%	+$644	0.25%	62
2025 Q3	$1.37M	Buy	13,273 +2,144	+19%	+$213K	0.25%	62
2025 Q2	$1.09M	Buy	11,129 +7	+0.1%	+$667	0.23%	58
2025 Q1	$976K	Sell	11,122 -3,801	-25%	-$357K	0.22%	53
2024 Q4	$1.35M	Hold	14,923	–	–	0.26%	47
2024 Q3	$1.21M	Buy	14,923 +2,772	+23%	+$204K	0.25%	47
2024 Q2	$823K	Buy	+12,151	New	+$765K	0.2%	53
2023 Q3	–	Sell	-15,369	Closed	-$805K	–	164
2023 Q2	$805K	Sell	15,369 -1,425	-8%	-$71.9K	0.28%	84
2023 Q1	$825K	Buy	+16,794	New	+$797K	0.32%	87
2022 Q2	–	Sell	-25,020	Closed	-$1.21M	–	428
2022 Q1	$1.21M	Buy	+25,020	New	+$1.17M	0.59%	39
2021 Q4	–	Sell	-26,091	Closed	-$1.21M	–	165
2021 Q3	$1.21M	Buy	+26,091	New	+$1.26M	0.68%	44
2020 Q4	$3.26M	Buy	+67,857	New	+$3.3M	2.1%	11

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

San Luis Wealth Advisors's WMT Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its Walmart Inc (WMT) stake by 0.02% in Q2 2026, selling an estimated $248 and leaving 13,276 shares worth $1.5M. The position accounts for 0.23% of the portfolio, ranked #67.

San Luis Wealth Advisors first reported a position in WMT in Q4 2020 and has held it in 14 quarters since. The position peaked at $3.26M in Q4 2020. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

San Luis Wealth Advisors held 13,276 shares of Walmart Inc worth $1.5M as of Q2 2026.
San Luis Wealth Advisors sold 2 Walmart Inc shares in Q2 2026, an estimated $248.
Walmart Inc made up 0.23% of San Luis Wealth Advisors's portfolio in Q2 2026, its #67 holding.
San Luis Wealth Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 14 quarters since.
San Luis Wealth Advisors's Walmart Inc position peaked at $3.26M in Q4 2020.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.