USAdvisors Wealth Management’s Walmart Inc WMT Stock Holding History

USAdvisors Wealth Management’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	$1.18M	Sell	10,455 -274	-3%	-$34K	0.34%	63
2026 Q1	$1.32M	Buy	10,729 +607	+6%	+$74.5K	0.44%	54
2025 Q4	$1.13M	Sell	10,122 -27	-0.3%	-$2.9K	0.37%	60
2025 Q3	$1.05M	Buy	10,149 +20	+0.2%	+$1.99K	0.36%	62
2025 Q2	$991K	Sell	10,129 -327	-3%	-$31.2K	0.37%	62
2025 Q1	$917K	Sell	10,456 -568	-5%	-$53.3K	0.32%	65
2024 Q4	$996K	Sell	11,024 -47	-0.4%	-$4.08K	0.32%	64
2024 Q3	$883K	Buy	11,071 +2,547	+30%	+$187K	0.31%	68
2024 Q2	$577K	Buy	8,524 +158	+2%	+$9.95K	0.2%	75
2024 Q1	$508K	Sell	8,366 -1,450	-15%	-$83K	0.19%	83
2023 Q4	$515K	Buy	9,816 +4,032	+70%	+$213K	0.21%	82
2023 Q3	$308K	Buy	5,784 +63	+1%	+$3.35K	0.14%	89
2023 Q2	$302K	Buy	5,721 +87	+2%	+$4.39K	0.14%	89
2023 Q1	$277K	Buy	+5,634	New	+$267K	0.13%	97

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

USAdvisors Wealth Management's WMT Position: Q2 2026 in Review

USAdvisors Wealth Management reduced its Walmart Inc (WMT) stake by 2.6% in Q2 2026, selling an estimated $34K and leaving 10,455 shares worth $1.18M. The position accounts for 0.34% of the portfolio, ranked #63.

USAdvisors Wealth Management first reported a position in WMT in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.32M in Q1 2026. 2,128 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

USAdvisors Wealth Management held 10,455 shares of Walmart Inc worth $1.18M as of Q2 2026.
USAdvisors Wealth Management sold 274 Walmart Inc shares in Q2 2026, an estimated $34K.
Walmart Inc made up 0.34% of USAdvisors Wealth Management's portfolio in Q2 2026, its #63 holding.
USAdvisors Wealth Management first reported a position in Walmart Inc in Q1 2023 and has held it in 14 quarters since.
USAdvisors Wealth Management's Walmart Inc position peaked at $1.32M in Q1 2026.
2,128 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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