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Strategic Advocates’s Walmart Inc WMT Stock Holding History

Strategic Advocates’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 		$11.3K Sell
100
-18
-15% -$2.23K 0.04% 154
2026
Q1 		$14.7K Sell
118
-1,745
-94% -$214K 0.06% 140
2025
Q4 		$209K Buy
1,863
+378
+25% +$40.6K 0.05% 111
2025
Q3 		$153K Buy
+1,485
New +$148K 0.04% 137

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

Strategic Advocates's WMT Position: Q2 2026 in Review

Strategic Advocates reduced its Walmart Inc (WMT) stake by 15% in Q2 2026, selling an estimated $2.23K and leaving 100 shares worth $11.3K. The position accounts for 0.04% of the portfolio, ranked #154.

Strategic Advocates first reported a position in WMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $209K in Q4 2025. 4,407 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Strategic Advocates held 100 shares of Walmart Inc worth $11.3K as of Q2 2026.
  • Strategic Advocates sold 18 Walmart Inc shares in Q2 2026, an estimated $2.23K.
  • Walmart Inc made up 0.04% of Strategic Advocates's portfolio in Q2 2026, its #154 holding.
  • Strategic Advocates first reported a position in Walmart Inc in Q3 2025 and has held it in 4 quarters since.
  • Strategic Advocates's Walmart Inc position peaked at $209K in Q4 2025.
  • 4,407 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.