Savvy Advisors Inc’s Walmart Inc WMT Stock Holding History

Savvy Advisors Inc’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	$12.4M	Sell	109,728 -16	-0%	-$1.99K	0.26%	75
2026 Q1	$13.6M	Buy	109,744 +25,072	+30%	+$3.08M	0.36%	58
2025 Q4	$9.43M	Buy	84,672 +23,234	+38%	+$2.49M	0.3%	63
2025 Q3	$6.33M	Buy	61,438 +8,948	+17%	+$891K	0.29%	64
2025 Q2	$5.13M	Buy	52,490 +12,692	+32%	+$1.21M	0.34%	52
2025 Q1	$3.49M	Buy	39,798 +5,905	+17%	+$554K	0.35%	56
2024 Q4	$3.06M	Buy	33,893 +6,414	+23%	+$557K	0.37%	49
2024 Q3	$2.22M	Buy	27,479 +1,598	+6%	+$117K	0.45%	41
2024 Q2	$1.75M	Buy	25,881 +6,716	+35%	+$423K	0.57%	37
2024 Q1	$1.15M	Buy	19,165 +14,836	+343%	+$849K	0.66%	30
2023 Q4	$228K	Buy	+4,329	New	+$229K	0.22%	135

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

Savvy Advisors Inc's WMT Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Walmart Inc (WMT) stake by 0.01% in Q2 2026, selling an estimated $1.99K and leaving 109,728 shares worth $12.4M. The position accounts for 0.26% of the portfolio, ranked #75.

Savvy Advisors Inc first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.6M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Savvy Advisors Inc held 109,728 shares of Walmart Inc worth $12.4M as of Q2 2026.
Savvy Advisors Inc sold 16 Walmart Inc shares in Q2 2026, an estimated $1.99K.
Walmart Inc made up 0.26% of Savvy Advisors Inc's portfolio in Q2 2026, its #75 holding.
Savvy Advisors Inc first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Savvy Advisors Inc's Walmart Inc position peaked at $13.6M in Q1 2026.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.