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Stokes Capital Advisors’s Walmart Inc WMT Stock Holding History

Stokes 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 		$1.97M Buy
17,383
+2,295
+15% +$285K 0.42% 57
2026
Q1 		$1.88M Buy
15,088
+9,564
+173% +$1.17M 0.42% 55
2025
Q4 		$615K Buy
+5,524
New +$593K 0.14% 62
2023
Q4 		– Sell
-66,120
Closed -$3.52M – 79
2023
Q3 		$3.52M Buy
+66,120
New +$3.52M 1.23% 40
2022
Q2 		– Sell
-8,571
Closed -$425K – 89
2022
Q1 		$425K Sell
8,571
-2,571
-23% -$121K 0.12% 81
2021
Q4 		$537K Buy
11,142
+219
+2% +$10.5K 0.16% 71
2021
Q3 		$507K Sell
10,923
-59,112
-84% -$2.85M 0.16% 71
2021
Q2 		$3.29M Sell
70,035
-31,038
-31% -$1.45M 1.08% 46
2021
Q1 		$4.58M Buy
101,073
+6,435
+7% +$298K 1.88% 22
2020
Q4 		$4.55M Buy
94,638
+141
+0.1% +$6.85K 1.98% 17
2020
Q3 		$4.41M Sell
94,497
-5,934
-6% -$264K 2.12% 12
2020
Q2 		$4.01M Buy
100,431
+7,203
+8% +$296K 2.12% 13
2020
Q1 		$3.53M Buy
93,228
+7,518
+9% +$289K 2.12% 12
2019
Q4 		$3.4M Sell
85,710
-582
-0.7% -$23.1K 1.71% 26
2019
Q3 		$3.41M Hold
86,292
– – 1.85% 22
2019
Q2 		$3.18M Buy
86,292
+2,340
+3% +$80.6K 1.8% 17
2019
Q1 		$2.73M Buy
83,952
+9,090
+12% +$295K 1.64% 28
2018
Q4 		$2.32M Buy
74,862
+7,035
+10% +$226K 1.61% 24
2018
Q3 		$2.12M Buy
67,827
+7,440
+12% +$228K 1.3% 38
2018
Q2 		$1.72M Buy
60,387
+5,955
+11% +$169K 1.13% 46
2018
Q1 		$1.61M Buy
54,432
+35,043
+181% +$1.13M 1.06% 47
2017
Q4 		$638K Buy
+19,389
New +$593K 0.43% 69

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
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

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

Stokes Capital Advisors increased its Walmart Inc (WMT) stake by 15% in Q2 2026, buying an estimated $285K and bringing the position to 17,383 shares worth $1.97M. The position accounts for 0.42% of the portfolio, ranked #57.

Stokes Capital Advisors first reported a position in WMT in Q4 2017 and has held it in 22 quarters since. The position peaked at $4.58M in Q1 2021. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Stokes Capital Advisors held 17,383 shares of Walmart Inc worth $1.97M as of Q2 2026.
  • Stokes Capital Advisors bought 2,295 Walmart Inc shares in Q2 2026, an estimated $285K.
  • Walmart Inc made up 0.42% of Stokes Capital Advisors's portfolio in Q2 2026, its #57 holding.
  • Stokes Capital Advisors first reported a position in Walmart Inc in Q4 2017 and has held it in 22 quarters since.
  • Stokes Capital Advisors's Walmart Inc position peaked at $4.58M in Q1 2021.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.