TCI Wealth Advisors’s Walmart Inc WMT Stock Holding History

TCI 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	$2.38M	Sell	21,016 -366	-2%	-$45.4K	0.1%	65
2026 Q1	$2.66M	Sell	21,382 -454	-2%	-$55.7K	0.14%	61
2025 Q4	$2.43M	Buy	21,836 +1,704	+8%	+$183K	0.13%	61
2025 Q3	$2.07M	Buy	20,132 +126	+0.6%	+$12.5K	0.12%	67
2025 Q2	$1.96M	Buy	20,006 +654	+3%	+$62.3K	0.13%	64
2025 Q1	$1.7M	Sell	19,352 -1,300	-6%	-$122K	0.14%	61
2024 Q4	$1.87M	Buy	20,652 +61	+0.3%	+$5.29K	0.16%	56
2024 Q3	$1.66M	Buy	20,591 +1,703	+9%	+$125K	0.14%	59
2024 Q2	$1.28M	Buy	18,888 +536	+3%	+$33.8K	0.12%	64
2024 Q1	$1.1M	Buy	18,352 +673	+4%	+$38.5K	0.11%	71
2023 Q4	$929K	Sell	17,679 -2,955	-14%	-$156K	0.1%	80
2023 Q3	$1.1M	Buy	20,634 +2,814	+16%	+$150K	0.14%	67
2023 Q2	$934K	Sell	17,820 -69	-0.4%	-$3.48K	0.12%	76
2023 Q1	$879K	Sell	17,889 -570	-3%	-$27.1K	0.11%	76
2022 Q4	$872K	Buy	18,459 +1,347	+8%	+$64K	0.12%	72
2022 Q3	$740K	Buy	17,112 +576	+3%	+$25.2K	0.12%	73
2022 Q2	$670K	Sell	16,536 -1,611	-9%	-$74.3K	0.1%	82
2022 Q1	$901K	Buy	18,147 +384	+2%	+$18K	0.14%	70
2021 Q4	$857K	Sell	17,763 -909	-5%	-$43.4K	0.13%	68
2021 Q3	$867K	Buy	18,672 +1,308	+8%	+$63K	0.13%	74
2021 Q2	$816K	Buy	17,364 +531	+3%	+$24.7K	0.14%	73
2021 Q1	$762K	Sell	16,833 -786	-4%	-$36.4K	0.32%	66
2020 Q4	$847K	Sell	17,619 -7,011	-28%	-$340K	0.38%	58
2020 Q3	$1.15M	Sell	24,630 -939	-4%	-$41.7K	0.45%	51
2020 Q2	$1.02M	Buy	25,569 +2,424	+10%	+$99.7K	0.44%	52
2020 Q1	$877K	Sell	23,145 -498	-2%	-$19.2K	0.43%	53
2019 Q4	$937K	Buy	23,643 +1,986	+9%	+$78.9K	0.36%	59
2019 Q3	$857K	Buy	21,657 +663	+3%	+$25K	0.38%	59
2019 Q2	$773K	Sell	20,994 -105	-0.5%	-$3.62K	0.35%	61
2019 Q1	$686K	Sell	21,099 -213	-1%	-$6.91K	0.3%	70
2018 Q4	$662K	Buy	21,312 +972	+5%	+$31.2K	0.32%	64
2018 Q3	$637K	Buy	20,340 +1,056	+5%	+$32.3K	0.27%	74
2018 Q2	$551K	Sell	19,284 -9	-0%	-$256	0.25%	80
2018 Q1	$572K	Sell	19,293 -108	-0.6%	-$3.47K	0.26%	75
2017 Q4	$639K	Buy	19,401 +1,515	+8%	+$46.4K	0.28%	75
2017 Q3	$466K	Buy	17,886 +540	+3%	+$14.2K	0.23%	79
2017 Q2	$438K	Sell	17,346 -234	-1%	-$5.94K	0.22%	80
2017 Q1	$422K	Sell	17,580 -1,410	-7%	-$32.4K	0.22%	79
2016 Q4	$438K	Buy	18,990 +1,317	+7%	+$30.7K	0.23%	76
2016 Q3	$425K	Sell	17,673 -1,338	-7%	-$32.5K	0.23%	78
2016 Q2	$463K	Buy	19,011 +3,021	+19%	+$69.9K	0.26%	73
2016 Q1	$365K	Buy	15,990 +1,128	+8%	+$24.7K	0.2%	87
2015 Q4	$304K	Sell	14,862 -402	-3%	-$8.07K	0.17%	102
2015 Q3	$330K	Buy	15,264 +1,350	+10%	+$31K	0.2%	88
2015 Q2	$329K	Sell	13,914 -1,149	-8%	-$29.3K	0.19%	90
2015 Q1	$413K	Sell	15,063 -189	-1%	-$5.36K	0.26%	72
2014 Q4	$437K	Sell	15,252 -639	-4%	-$17.3K	0.27%	72
2014 Q3	$405K	Sell	15,891 -204	-1%	-$5.15K	0.26%	72
2014 Q2	$403K	Sell	16,095 -600	-4%	-$15.4K	0.24%	74
2014 Q1	$425K	Sell	16,695 -495	-3%	-$12.4K	0.28%	70
2013 Q4	$451K	Sell	17,190 -69	-0.4%	-$1.78K	0.28%	69
2013 Q3	$426K	Sell	17,259 -3,894	-18%	-$98.2K	0.32%	60
2013 Q2	$525K	Buy	+21,153	New	+$542K	0.4%	59

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

TCI Wealth Advisors reduced its Walmart Inc (WMT) stake by 1.7% in Q2 2026, selling an estimated $45.4K and leaving 21,016 shares worth $2.38M. The position accounts for 0.1% of the portfolio, ranked #65.

TCI Wealth Advisors first reported a position in WMT in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.66M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

TCI Wealth Advisors held 21,016 shares of Walmart Inc worth $2.38M as of Q2 2026.
TCI Wealth Advisors sold 366 Walmart Inc shares in Q2 2026, an estimated $45.4K.
Walmart Inc made up 0.1% of TCI Wealth Advisors's portfolio in Q2 2026, its #65 holding.
TCI Wealth Advisors first reported a position in Walmart Inc in Q2 2013 and has held it in 53 quarters since.
TCI Wealth Advisors's Walmart Inc position peaked at $2.66M in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.