Valeo Financial Advisors’s Walmart Inc WMT Stock Holding History

Valeo Financial 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	$90.6K	Hold	800	–	–	﹤0.01%	799
2026 Q1	$99.4K	Buy	+800	New	+$98.2K	﹤0.01%	714
2022 Q2	–	Sell	-11,400	Closed	-$566K	–	658
2022 Q1	$566K	Buy	11,400 +2,700	+31%	+$127K	0.03%	303
2021 Q4	$420K	Buy	+8,700	New	+$415K	0.02%	349
2021 Q2	–	Sell	-2,100	Closed	-$95K	–	1837
2021 Q1	$95K	Buy	+2,100	New	+$97.3K	﹤0.01%	645

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Valeo Financial Advisors's WMT Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Walmart Inc (WMT) stake by 0.47% in Q2 2026, selling an estimated $64.3K and leaving 110,565 shares worth $12.5M. The position accounts for 0.26% of the portfolio, ranked #41.

Valeo Financial Advisors first reported a position in WMT in Q3 2017 and has held it in 36 quarters since. The position peaked at $16.2M in Q4 2025. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Valeo Financial Advisors held 110,565 shares of Walmart Inc worth $12.5M as of Q2 2026.
Valeo Financial Advisors sold 518 Walmart Inc shares in Q2 2026, an estimated $64.3K.
Walmart Inc made up 0.26% of Valeo Financial Advisors's portfolio in Q2 2026, its #41 holding.
Valeo Financial Advisors first reported a position in Walmart Inc in Q3 2017 and has held it in 36 quarters since.
Valeo Financial Advisors's Walmart Inc position peaked at $16.2M in Q4 2025.
1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.