Scott Capital Advisors’s Walmart Inc WMT Stock Holding History

Scott Capital 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	$202K	Buy	1,781 +107	+6%	+$13.3K	0.03%	66
2026 Q1	$212K	Buy	+1,674	New	+$206K	0.04%	56
2025 Q4	–	Sell	-2,286	Closed	-$235K	–	54
2025 Q3	$235K	Buy	2,286 +2	+0.1%	+$199	0.05%	49
2025 Q2	$221K	Buy	2,284 +5	+0.2%	+$476	0.06%	50
2025 Q1	$200K	Hold	2,279	–	–	0.06%	50
2024 Q4	$209K	Buy	+2,279	New	+$198K	0.06%	47

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Scott Capital Advisors's WMT Position: Q2 2026 in Review

Scott Capital Advisors increased its Walmart Inc (WMT) stake by 6.4% in Q2 2026, buying an estimated $13.3K and bringing the position to 1,781 shares worth $202K. The position accounts for 0.03% of the portfolio, ranked #66.

Scott Capital Advisors first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $235K in Q3 2025. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Scott Capital Advisors held 1,781 shares of Walmart Inc worth $202K as of Q2 2026.
Scott Capital Advisors bought 107 Walmart Inc shares in Q2 2026, an estimated $13.3K.
Walmart Inc made up 0.03% of Scott Capital Advisors's portfolio in Q2 2026, its #66 holding.
Scott Capital Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
Scott Capital Advisors's Walmart Inc position peaked at $235K in Q3 2025.
1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Scott Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.