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Strata Wealth Advisors’s Walmart Inc WMT Stock Holding History

Strata 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 		$317K Buy
2,800
+146
+6% +$18.1K 0.08% 76
2026
Q1 		$330K Buy
2,654
+65
+3% +$7.98K 0.09% 66
2025
Q4 		$288K Sell
2,589
-1,756
-40% -$189K 0.08% 75
2025
Q3 		$448K Buy
4,345
+1,237
+40% +$123K 0.12% 59
2025
Q2 		$304K Sell
3,108
-103
-3% -$9.81K 0.08% 64
2025
Q1 		$282K Sell
3,211
-381
-11% -$35.7K 0.09% 62
2024
Q4 		$325K Buy
3,592
+29
+0.8% +$2.52K 0.1% 61
2024
Q3 		$288K Buy
3,563
+105
+3% +$7.71K 0.09% 60
2024
Q2 		$234K Buy
+3,458
New +$218K 0.08% 68
2023
Q1 		– Sell
-5,592
Closed -$264K – 57
2022
Q4 		$264K Buy
+5,592
New +$266K 0.15% 44

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Strata Wealth Advisors increased its Walmart Inc (WMT) stake by 5.5% in Q2 2026, buying an estimated $18.1K and bringing the position to 2,800 shares worth $317K. The position accounts for 0.08% of the portfolio, ranked #76.

Strata Wealth Advisors first reported a position in WMT in Q4 2022 and has held it in 10 quarters since. The position peaked at $448K in Q3 2025. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Strata Wealth Advisors held 2,800 shares of Walmart Inc worth $317K as of Q2 2026.
  • Strata Wealth Advisors bought 146 Walmart Inc shares in Q2 2026, an estimated $18.1K.
  • Walmart Inc made up 0.08% of Strata Wealth Advisors's portfolio in Q2 2026, its #76 holding.
  • Strata Wealth Advisors first reported a position in Walmart Inc in Q4 2022 and has held it in 10 quarters since.
  • Strata Wealth Advisors's Walmart Inc position peaked at $448K in Q3 2025.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.