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Schneider Downs Wealth Management Advisors’s Walmart Inc WMT Stock Holding History

Schneider Downs Wealth Management 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 		$1.12M Sell
9,902
-104
-1% -$12.9K 0.11% 68
2026
Q1 		$1.24M Sell
10,006
-6
-0.1% -$737 0.14% 60
2025
Q4 		$1.12M Buy
10,012
+2,488
+33% +$267K 0.13% 61
2025
Q3 		$775K Buy
7,524
+6
+0.1% +$597 0.09% 75
2025
Q2 		$735K Sell
7,518
-231
-3% -$22K 0.11% 79
2025
Q1 		$680K Buy
7,749
+12
+0.2% +$1.13K 0.12% 67
2024
Q4 		$699K Sell
7,737
-396
-5% -$34.4K 0.13% 66
2024
Q3 		$657K Sell
8,133
-196
-2% -$14.4K 0.13% 67
2024
Q2 		$564K Buy
8,329
+40
+0.5% +$2.52K 0.13% 68
2024
Q1 		$499K Buy
8,289
+3,156
+61% +$181K 0.12% 78
2023
Q4 		$270K Hold
5,133
– – 0.07% 93
2023
Q3 		$274K Sell
5,133
-87
-2% -$4.63K 0.06% 86
2023
Q2 		$273K Hold
5,220
– – 0.06% 91
2023
Q1 		$257K Hold
5,220
– – 0.05% 98
2022
Q4 		$247K Sell
5,220
-7,722
-60% -$367K 0.05% 98
2022
Q3 		$560K Sell
12,942
-825
-6% -$36.1K 0.16% 58
2022
Q2 		$558K Buy
13,767
+4,443
+48% +$205K 0.16% 65
2022
Q1 		$463K Sell
9,324
-1,125
-11% -$52.8K 0.12% 80
2021
Q4 		$504K Sell
10,449
-90
-0.9% -$4.3K 0.12% 79
2021
Q3 		$490K Buy
10,539
+1,383
+15% +$66.6K 0.13% 78
2021
Q2 		$430K Buy
9,156
+135
+1% +$6.29K 0.11% 80
2021
Q1 		$408K Buy
9,021
+1,779
+25% +$82.4K 0.1% 79
2020
Q4 		$348K Sell
7,242
-2,328
-24% -$113K 0.1% 59
2020
Q3 		$446K Buy
9,570
+39
+0.4% +$1.73K 0.15% 51
2020
Q2 		$381K Hold
9,531
– – 0.13% 52
2020
Q1 		$361K Buy
+9,531
New +$367K 0.13% 55

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

Schneider Downs Wealth Management Advisors's WMT Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors reduced its Walmart Inc (WMT) stake by 1% in Q2 2026, selling an estimated $12.9K and leaving 9,902 shares worth $1.12M. The position accounts for 0.11% of the portfolio, ranked #68.

Schneider Downs Wealth Management Advisors first reported a position in WMT in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.24M in Q1 2026. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Schneider Downs Wealth Management Advisors held 9,902 shares of Walmart Inc worth $1.12M as of Q2 2026.
  • Schneider Downs Wealth Management Advisors sold 104 Walmart Inc shares in Q2 2026, an estimated $12.9K.
  • Walmart Inc made up 0.11% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #68 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in Walmart Inc in Q1 2020 and has held it in 26 quarters since.
  • Schneider Downs Wealth Management Advisors's Walmart Inc position peaked at $1.24M in Q1 2026.
  • 4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.