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Soltis Investment Advisors’s Walmart Inc WMT Stock Holding History

Soltis Investment 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 		$5.73M Buy
50,617
+1,656
+3% +$206K 0.32% 83
2026
Q1 		$6.08M Buy
48,961
+23,012
+89% +$2.83M 0.38% 67
2025
Q4 		$2.89M Buy
25,949
+7,927
+44% +$851K 0.19% 119
2025
Q3 		$1.86M Sell
18,022
-1,780
-9% -$177K 0.13% 146
2025
Q2 		$1.94M Buy
19,802
+7,274
+58% +$693K 0.15% 130
2025
Q1 		$1.1M Sell
12,528
-1,254
-9% -$118K 0.1% 162
2024
Q4 		$1.25M Buy
13,782
+2,066
+18% +$179K 0.12% 152
2024
Q3 		$946K Buy
11,716
+2,831
+32% +$208K 0.09% 158
2024
Q2 		$602K Buy
8,885
+3,979
+81% +$251K 0.06% 191
2024
Q1 		$295K Buy
+4,906
New +$281K 0.03% 248
2023
Q4 		– Sell
-3,924
Closed -$209K – 304
2023
Q3 		$209K Buy
+3,924
New +$209K 0.03% 252
2022
Q1 		– Sell
-13,449
Closed -$649K – 280
2021
Q4 		$649K Sell
13,449
-558
-4% -$26.6K 0.09% 152
2021
Q3 		$651K Buy
14,007
+69
+0.5% +$3.32K 0.1% 143
2021
Q2 		$655K Buy
13,938
+9,162
+192% +$427K 0.1% 147
2021
Q1 		$216K Sell
4,776
-15
-0.3% -$695 0.04% 198
2020
Q4 		$230K Buy
+4,791
New +$233K 0.04% 199
2020
Q1 		– Sell
-5,901
Closed -$234K – 178
2019
Q4 		$234K Buy
+5,901
New +$234K 0.05% 137

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

Soltis Investment Advisors's WMT Position: Q2 2026 in Review

Soltis Investment Advisors increased its Walmart Inc (WMT) stake by 3.4% in Q2 2026, buying an estimated $206K and bringing the position to 50,617 shares worth $5.73M. The position accounts for 0.32% of the portfolio, ranked #83.

Soltis Investment Advisors first reported a position in WMT in Q4 2019 and has held it in 17 quarters since. The position peaked at $6.08M in Q1 2026. 2,196 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Soltis Investment Advisors held 50,617 shares of Walmart Inc worth $5.73M as of Q2 2026.
  • Soltis Investment Advisors bought 1,656 Walmart Inc shares in Q2 2026, an estimated $206K.
  • Walmart Inc made up 0.32% of Soltis Investment Advisors's portfolio in Q2 2026, its #83 holding.
  • Soltis Investment Advisors first reported a position in Walmart Inc in Q4 2019 and has held it in 17 quarters since.
  • Soltis Investment Advisors's Walmart Inc position peaked at $6.08M in Q1 2026.
  • 2,196 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.