Secured Retirement Advisors’s Walmart Inc WMT Stock Holding History

Secured Retirement 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	$1.53M	Sell	13,480 -5,631	-29%	-$699K	0.78%	49
2026 Q1	$2.38M	Buy	19,111 +1,406	+8%	+$173K	1.34%	19
2025 Q4	$1.97M	Buy	17,705 +715	+4%	+$76.8K	1.1%	26
2025 Q3	$1.75M	Buy	16,990 +1,268	+8%	+$126K	0.98%	29
2025 Q2	$1.54M	Buy	15,722 +396	+3%	+$37.7K	0.92%	38
2025 Q1	$1.35M	Buy	+15,326	New	+$1.44M	0.87%	40

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

Secured Retirement Advisors's WMT Position: Q2 2026 in Review

Secured Retirement Advisors reduced its Walmart Inc (WMT) stake by 29% in Q2 2026, selling an estimated $699K and leaving 13,480 shares worth $1.53M. The position accounts for 0.78% of the portfolio, ranked #49.

Secured Retirement Advisors first reported a position in WMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.38M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Secured Retirement Advisors held 13,480 shares of Walmart Inc worth $1.53M as of Q2 2026.
Secured Retirement Advisors sold 5,631 Walmart Inc shares in Q2 2026, an estimated $699K.
Walmart Inc made up 0.78% of Secured Retirement Advisors's portfolio in Q2 2026, its #49 holding.
Secured Retirement Advisors first reported a position in Walmart Inc in Q1 2025 and has held it in 6 quarters since.
Secured Retirement Advisors's Walmart Inc position peaked at $2.38M in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.