SWA
WMT icon

Sax Wealth Advisors’s Walmart Inc WMT Stock Holding History

Sax 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 		$2.52M Buy
20,275
+5,674
+39% +$704K 0.1% 130
2026
Q1 		$1.63M Sell
14,601
-2,285
-14% -$281K 0.08% 136
2025
Q4 		$1.88M Buy
16,886
+5,543
+49% +$595K 0.09% 126
2025
Q3 		$1.17M Buy
11,343
+927
+9% +$92.3K 0.06% 164
2025
Q2 		$1.02M Buy
10,416
+702
+7% +$66.9K 0.06% 173
2025
Q1 		$853K Buy
9,714
+579
+6% +$54.3K 0.06% 162
2024
Q4 		$825K Sell
9,135
-201
-2% -$17.4K 0.06% 140
2024
Q3 		$754K Buy
9,336
+1,389
+17% +$102K 0.07% 116
2024
Q2 		$538K Buy
7,947
+1,096
+16% +$69K 0.05% 136
2024
Q1 		$412K Buy
+6,851
New +$392K 0.05% 130

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Sax Wealth Advisors increased its Walmart Inc (WMT) stake by 39% in Q2 2026, buying an estimated $704K and bringing the position to 20,275 shares worth $2.52M. The position accounts for 0.1% of the portfolio, ranked #130.

Sax Wealth Advisors first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. 1,076 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Sax Wealth Advisors held 20,275 shares of Walmart Inc worth $2.52M as of Q2 2026.
  • Sax Wealth Advisors bought 5,674 Walmart Inc shares in Q2 2026, an estimated $704K.
  • Walmart Inc made up 0.1% of Sax Wealth Advisors's portfolio in Q2 2026, its #130 holding.
  • Sax Wealth Advisors first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
  • 1,076 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.