United Asset Strategies’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.27M | Buy |
11,255
+128
| +1% | +$15.9K | 0.09% | 132 |
|
|
2026
Q1 | $1.38M | Sell |
11,127
-1,414
| -11% | -$174K | 0.11% | 113 |
|
|
2025
Q4 | $1.4M | Buy |
12,541
+1,616
| +15% | +$174K | 0.11% | 126 |
|
|
2025
Q3 | $1.13M | Sell |
10,925
-59
| -0.5% | -$5.87K | 0.09% | 135 |
|
|
2025
Q2 | $1.07M | Sell |
10,984
-696
| -6% | -$66.3K | 0.09% | 137 |
|
|
2025
Q1 | $1.03M | Sell |
11,680
-8,836
| -43% | -$829K | 0.1% | 144 |
|
|
2024
Q4 | $1.85M | Sell |
20,516
-237
| -1% | -$20.6K | 0.17% | 107 |
|
|
2024
Q3 | $1.68M | Sell |
20,753
-750
| -3% | -$55.1K | 0.16% | 118 |
|
|
2024
Q2 | $1.46M | Sell |
21,503
-1,979
| -8% | -$125K | 0.14% | 122 |
|
|
2024
Q1 | $1.41M | Buy |
23,482
+1,006
| +4% | +$57.6K | 0.14% | 125 |
|
|
2023
Q4 | $1.18M | Sell |
22,476
-399
| -2% | -$21.1K | 0.13% | 130 |
|
|
2023
Q3 | $1.22M | Buy |
22,875
+2,091
| +10% | +$111K | 0.16% | 129 |
|
|
2023
Q2 | $1.09M | Buy |
20,784
+6,558
| +46% | +$331K | 0.14% | 133 |
|
|
2023
Q1 | $699K | Sell |
14,226
-12,621
| -47% | -$599K | 0.09% | 151 |
|
|
2022
Q4 | $1.27M | Buy |
26,847
+2,913
| +12% | +$138K | 0.18% | 107 |
|
|
2022
Q3 | $1.03M | Buy |
23,934
+2,787
| +13% | +$122K | 0.16% | 122 |
|
|
2022
Q2 | $857K | Buy |
+21,147
| New | +$975K | 0.12% | 133 |
|
|
2022
Q1 | – | Sell |
-6,060
| Closed | -$292K | – | 240 |
|
|
2021
Q4 | $292K | Buy |
6,060
+378
| +7% | +$18K | 0.03% | 180 |
|
|
2021
Q3 | $264K | Sell |
5,682
-300
| -5% | -$14.5K | 0.03% | 178 |
|
|
2021
Q2 | $281K | Sell |
5,982
-438
| -7% | -$20.4K | 0.04% | 182 |
|
|
2021
Q1 | $291K | Buy |
+6,420
| New | +$297K | 0.04% | 176 |
|
|
2017
Q3 | – | Sell |
-15,075
| Closed | -$380K | – | 170 |
|
|
2017
Q2 | $380K | Hold |
15,075
| – | – | 0.11% | 115 |
|
|
2017
Q1 | $362K | Hold |
15,075
| – | – | 0.11% | 105 |
|
|
2016
Q4 | $347K | Sell |
15,075
-3,132
| -17% | -$73.1K | 0.11% | 109 |
|
|
2016
Q3 | $414K | Buy |
18,207
+999
| +6% | +$24.2K | 0.15% | 100 |
|
|
2016
Q2 | $419K | Buy |
17,208
+21
| +0.1% | +$486 | 0.16% | 97 |
|
|
2016
Q1 | $392K | Sell |
17,187
-135,726
| -89% | -$2.98M | 0.17% | 88 |
|
|
2015
Q4 | $3.13M | Sell |
152,913
-20,838
| -12% | -$418K | 1.36% | 26 |
|
|
2015
Q3 | $3.75M | Buy |
+173,751
| New | +$3.99M | 1.73% | 22 |
|
|
2015
Q1 | – | Sell |
-125,286
| Closed | -$3.59M | – | 134 |
|
|
2014
Q4 | $3.59M | Sell |
125,286
-2,661
| -2% | -$71.9K | 1.53% | 24 |
|
|
2014
Q3 | $3.26M | Buy |
127,947
+3,393
| +3% | +$85.7K | 1.46% | 25 |
|
|
2014
Q2 | $3.12M | Buy |
124,554
+5,439
| +5% | +$140K | 1.51% | 20 |
|
|
2014
Q1 | $3.04M | Buy |
+119,115
| New | +$2.99M | 1.72% | 20 |
|
Other funds holding WMT
United Asset Strategies's WMT Position: Q2 2026 in Review
United Asset Strategies increased its Walmart Inc (WMT) stake by 1.2% in Q2 2026, buying an estimated $15.9K and bringing the position to 11,255 shares worth $1.27M. The position accounts for 0.09% of the portfolio, ranked #132.
United Asset Strategies first reported a position in WMT in Q1 2014 and has held it in 33 quarters since. The position peaked at $3.75M in Q3 2015. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- United Asset Strategies held 11,255 shares of Walmart Inc worth $1.27M as of Q2 2026.
- United Asset Strategies bought 128 Walmart Inc shares in Q2 2026, an estimated $15.9K.
- Walmart Inc made up 0.09% of United Asset Strategies's portfolio in Q2 2026, its #132 holding.
- United Asset Strategies first reported a position in Walmart Inc in Q1 2014 and has held it in 33 quarters since.
- United Asset Strategies's Walmart Inc position peaked at $3.75M in Q3 2015.
- 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.