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Strategic Investment Advisors’s Walmart Inc WMT Stock Holding History

Strategic 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 		$1.56M Sell
13,792
-1,330
-9% -$165K 0.09% 100
2026
Q1 		$1.88M Buy
15,122
+2,805
+23% +$344K 0.13% 82
2025
Q4 		$1.37M Sell
12,317
-629
-5% -$67.5K 0.12% 82
2025
Q3 		$1.33M Sell
12,946
-621
-5% -$61.8K 0.12% 84
2025
Q2 		$1.33M Buy
13,567
+348
+3% +$33.2K 0.13% 79
2025
Q1 		$1.16M Buy
13,219
+2,501
+23% +$235K 0.12% 94
2024
Q4 		$968K Sell
10,718
-211
-2% -$18.3K 0.1% 116
2024
Q3 		$882K Buy
10,929
+512
+5% +$37.6K 0.1% 125
2024
Q2 		$705K Buy
10,417
+4,051
+64% +$255K 0.09% 143
2024
Q1 		$383K Buy
6,366
+2,433
+62% +$139K 0.05% 192
2023
Q4 		$207K Sell
3,933
-348
-8% -$18.4K 0.03% 230
2023
Q3 		$228K Buy
+4,281
New +$228K 0.04% 218
2023
Q2 		– Sell
-17,304
Closed -$851K – 250
2023
Q1 		$851K Sell
17,304
-375
-2% -$17.8K 0.15% 97
2022
Q4 		$836K Sell
17,679
-435
-2% -$20.7K 0.17% 96
2022
Q3 		$783K Sell
18,114
-681
-4% -$29.8K 0.18% 92
2022
Q2 		$762K Sell
18,795
-12
-0.1% -$553 0.15% 105
2022
Q1 		$934K Sell
18,807
-1,110
-6% -$52.1K 0.18% 99
2021
Q4 		$961K Buy
19,917
+1,668
+9% +$79.6K 0.19% 112
2021
Q3 		$848K Buy
18,249
+1,221
+7% +$58.8K 0.19% 116
2021
Q2 		$800K Buy
17,028
+6,669
+64% +$311K 0.18% 115
2021
Q1 		$469K Buy
10,359
+624
+6% +$28.9K 0.12% 141
2020
Q4 		$468K Buy
9,735
+1,008
+12% +$49K 0.13% 130
2020
Q3 		$407K Buy
8,727
+1,038
+13% +$46.1K 0.14% 106
2020
Q2 		$307K Sell
7,689
-276
-3% -$11.4K 0.12% 130
2020
Q1 		$302K Buy
7,965
+777
+11% +$29.9K 0.14% 116
2019
Q4 		$285K Buy
7,188
+636
+10% +$25.3K 0.12% 138
2019
Q3 		$259K Buy
6,552
+558
+9% +$21.1K 0.12% 133
2019
Q2 		$220K Buy
+5,994
New +$207K 0.12% 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 $3.38T AUM 44.17% 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 Investment Advisors's WMT Position: Q2 2026 in Review

Strategic Investment Advisors reduced its Walmart Inc (WMT) stake by 8.8% in Q2 2026, selling an estimated $165K and leaving 13,792 shares worth $1.56M. The position accounts for 0.09% of the portfolio, ranked #100.

Strategic Investment Advisors first reported a position in WMT in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.88M in Q1 2026. 4,422 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Strategic Investment Advisors held 13,792 shares of Walmart Inc worth $1.56M as of Q2 2026.
  • Strategic Investment Advisors sold 1,330 Walmart Inc shares in Q2 2026, an estimated $165K.
  • Walmart Inc made up 0.09% of Strategic Investment Advisors's portfolio in Q2 2026, its #100 holding.
  • Strategic Investment Advisors first reported a position in Walmart Inc in Q2 2019 and has held it in 28 quarters since.
  • Strategic Investment Advisors's Walmart Inc position peaked at $1.88M in Q1 2026.
  • 4,422 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.