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SOA Wealth Advisors’s Walmart Inc WMT Stock Holding History

SOA 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 		$1.33M Sell
17,285
-14,847
-46% -$1.84M 0.22% 73
2026
Q1 		$1.47M Buy
32,132
+1,890
+6% +$232K 0.28% 62
2025
Q4 		$1.11M Sell
30,242
-196
-0.6% -$21K 0.19% 80
2025
Q3 		$1.05M Buy
30,438
+431
+1% +$42.9K 0.18% 81
2025
Q2 		$956K Sell
30,007
-194
-0.6% -$18.5K 0.18% 82
2025
Q1 		$834K Buy
30,201
+21,007
+228% +$1.97M 0.17% 83
2024
Q4 		$831K Buy
9,194
+142
+2% +$12.3K 0.15% 85
2024
Q3 		$731K Buy
9,052
+364
+4% +$26.7K 0.14% 89
2024
Q2 		$588K Buy
8,688
+31
+0.4% +$1.95K 0.12% 98
2024
Q1 		$521K Buy
8,657
+17
+0.2% +$973 0.11% 103
2023
Q4 		$454K Sell
8,640
-186
-2% -$9.84K 0.1% 105
2023
Q3 		$471K Buy
8,826
+15
+0.2% +$798 0.12% 99
2023
Q2 		$462K Buy
8,811
+36
+0.4% +$1.82K 0.11% 102
2023
Q1 		$431K Buy
8,775
+18
+0.2% +$854 0.11% 100
2022
Q4 		$414K Hold
8,757
– – 0.11% 99
2022
Q3 		$378K Buy
8,757
+636
+8% +$27.9K 0.11% 99
2022
Q2 		$329K Sell
8,121
-120
-1% -$5.53K 0.1% 106
2022
Q1 		$409K Sell
8,241
-249
-3% -$11.7K 0.1% 110
2021
Q4 		$405K Sell
8,490
-303
-3% -$14.5K 0.1% 109
2021
Q3 		$408K Buy
8,793
+15
+0.2% +$723 0.1% 113
2021
Q2 		$412K Buy
8,778
+138
+2% +$6.43K 0.11% 114
2021
Q1 		$391K Buy
8,640
+816
+10% +$37.8K 0.11% 111
2020
Q4 		$376K Buy
+7,824
New +$380K 0.1% 105

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

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

SOA Wealth Advisors reduced its Walmart Inc (WMT) stake by 46% in Q2 2026, selling an estimated $1.84M and leaving 17,285 shares worth $1.33M. The position accounts for 0.22% of the portfolio, ranked #73.

SOA Wealth Advisors first reported a position in WMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.47M in Q1 2026. 2,217 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • SOA Wealth Advisors held 17,285 shares of Walmart Inc worth $1.33M as of Q2 2026.
  • SOA Wealth Advisors sold 14,847 Walmart Inc shares in Q2 2026, an estimated $1.84M.
  • Walmart Inc made up 0.22% of SOA Wealth Advisors's portfolio in Q2 2026, its #73 holding.
  • SOA Wealth Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Walmart Inc position peaked at $1.47M in Q1 2026.
  • 2,217 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.