United Advisor Group’s Walmart Inc WMT Stock Holding History

United Advisor Group’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	$4.64M	Buy	40,998 +1,347	+3%	+$167K	0.49%	49
2026 Q1	$4.93M	Buy	39,651 +335	+0.9%	+$41.1K	0.61%	36
2025 Q4	$4.38M	Buy	39,316 +1,964	+5%	+$211K	0.55%	43
2025 Q3	$3.85M	Buy	37,352 +4,343	+13%	+$432K	0.52%	49
2025 Q2	$3.23M	Buy	33,009 +4,485	+16%	+$427K	0.56%	44
2025 Q1	$2.5M	Sell	28,524 -4,648	-14%	-$436K	0.51%	51
2024 Q4	$3M	Buy	33,172 +1,988	+6%	+$173K	0.59%	42
2024 Q3	$2.52M	Buy	31,184 +4,106	+15%	+$302K	0.57%	46
2024 Q2	$1.83M	Buy	27,078 +4,925	+22%	+$310K	0.57%	53
2024 Q1	$1.33M	Sell	22,153 -7,670	-26%	-$439K	0.5%	57
2023 Q4	$1.57M	Buy	+29,823	New	+$1.58M	1.89%	10

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

United Advisor Group's WMT Position: Q2 2026 in Review

United Advisor Group increased its Walmart Inc (WMT) stake by 3.4% in Q2 2026, buying an estimated $167K and bringing the position to 40,998 shares worth $4.64M. The position accounts for 0.49% of the portfolio, ranked #49.

United Advisor Group first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.93M in Q1 2026. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

United Advisor Group held 40,998 shares of Walmart Inc worth $4.64M as of Q2 2026.
United Advisor Group bought 1,347 Walmart Inc shares in Q2 2026, an estimated $167K.
Walmart Inc made up 0.49% of United Advisor Group's portfolio in Q2 2026, its #49 holding.
United Advisor Group first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
United Advisor Group's Walmart Inc position peaked at $4.93M in Q1 2026.
4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.