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Valley National Advisers’s Walmart Inc WMT Stock Holding History

Valley National Advisers’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 		$1.05M Sell
9,250
-3,264
-26% -$405K 0.12% 134
2026
Q1 		$1.55M Sell
12,514
-208
-2% -$25.5K 0.2% 104
2025
Q4 		$1.42M Buy
12,722
+177
+1% +$19K 0.2% 115
2025
Q3 		$1.29M Buy
12,545
+202
+2% +$20.1K 0.2% 116
2025
Q2 		$1.21M Buy
12,343
+316
+3% +$30.1K 0.2% 120
2025
Q1 		$1.05M Buy
12,027
+364
+3% +$34.1K 0.19% 124
2024
Q4 		$1.05M Sell
11,663
-193
-2% -$16.7K 0.19% 120
2024
Q3 		$957K Sell
11,856
-4,995
-30% -$367K 0.17% 130
2024
Q2 		$1.14M Sell
16,851
-1,356
-7% -$85.4K 0.17% 106
2024
Q1 		$1.09M Buy
18,207
+180
+1% +$10.3K 0.17% 111
2023
Q4 		$947K Buy
18,027
+1,152
+7% +$61K 0.15% 118
2023
Q3 		$900K Sell
16,875
-111
-0.7% -$5.91K 0.16% 115
2023
Q2 		$891K Sell
16,986
-525
-3% -$26.5K 0.15% 119
2023
Q1 		$892K Sell
17,511
-666
-4% -$31.6K 0.16% 115
2022
Q4 		$885K Sell
18,177
-159
-0.9% -$7.55K 0.16% 113
2022
Q3 		$820K Buy
18,336
+366
+2% +$16K 0.17% 111
2022
Q2 		$751K Buy
17,970
+9
+0.1% +$415 0.16% 110
2022
Q1 		$892K Buy
17,961
+6
+0% +$282 0.17% 125
2021
Q4 		$866K Sell
17,955
-2,091
-10% -$99.8K 0.16% 124
2021
Q3 		$931K Buy
20,046
+243
+1% +$11.7K 0.17% 119
2021
Q2 		$931K Buy
19,803
+12
+0.1% +$559 0.17% 120
2021
Q1 		$896K Buy
19,791
+27
+0.1% +$1.25K 0.18% 116
2020
Q4 		$950K Buy
19,764
+525
+3% +$25.5K 0.2% 106
2020
Q3 		$897K Buy
19,239
+1,395
+8% +$62K 0.21% 78
2020
Q2 		$712K Sell
17,844
-417
-2% -$17.2K 0.16% 95
2020
Q1 		$692K Sell
18,261
-381
-2% -$14.7K 0.19% 90
2019
Q4 		$738K Buy
18,642
+264
+1% +$10.5K 0.18% 98
2019
Q3 		$727K Sell
18,378
-396
-2% -$14.9K 0.2% 92
2019
Q2 		$691K Buy
18,774
+27
+0.1% +$931 0.19% 89
2019
Q1 		$610K Sell
18,747
-231
-1% -$7.49K 0.17% 101
2018
Q4 		$589K Buy
18,978
+558
+3% +$17.9K 0.19% 96
2018
Q3 		$577K Buy
18,420
+3,447
+23% +$105K 0.2% 105
2018
Q2 		$427K Buy
14,973
+435
+3% +$12.4K 0.16% 118
2018
Q1 		$431K Buy
14,538
+3,177
+28% +$102K 0.16% 110
2017
Q4 		$374K Buy
11,361
+198
+2% +$6.06K 0.13% 120
2017
Q3 		$291K Buy
11,163
+603
+6% +$15.8K 0.1% 127
2017
Q2 		$266K Sell
10,560
-1,971
-16% -$50K 0.1% 125
2017
Q1 		$301K Sell
12,531
-7,200
-36% -$166K 0.11% 111
2016
Q4 		$455K Buy
19,731
+60
+0.3% +$1.4K 0.21% 99
2016
Q3 		$473K Sell
19,671
-420
-2% -$10.2K 0.24% 95
2016
Q2 		$489K Sell
20,091
-174
-0.9% -$4.03K 0.25% 99
2016
Q1 		$463K Buy
20,265
+13,248
+189% +$290K 0.25% 95
2015
Q4 		$143K Buy
7,017
+5,217
+290% +$105K 0.08% 143
2015
Q3 		$39K Hold
1,800
– – 0.02% 242
2015
Q2 		$43K Buy
1,800
+270
+18% +$6.88K 0.02% 240
2015
Q1 		$42K Sell
1,530
-54
-3% -$1.53K 0.02% 231
2014
Q4 		$42K Buy
+1,584
New +$42.8K 0.03% 177

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Valley National Advisers's WMT Position: Q2 2026 in Review

Valley National Advisers reduced its Walmart Inc (WMT) stake by 26% in Q2 2026, selling an estimated $405K and leaving 9,250 shares worth $1.05M. The position accounts for 0.12% of the portfolio, ranked #134.

Valley National Advisers first reported a position in WMT in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.55M in Q1 2026. 2,211 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Valley National Advisers held 9,250 shares of Walmart Inc worth $1.05M as of Q2 2026.
  • Valley National Advisers sold 3,264 Walmart Inc shares in Q2 2026, an estimated $405K.
  • Walmart Inc made up 0.12% of Valley National Advisers's portfolio in Q2 2026, its #134 holding.
  • Valley National Advisers first reported a position in Walmart Inc in Q4 2014 and has held it in 47 quarters since.
  • Valley National Advisers's Walmart Inc position peaked at $1.55M in Q1 2026.
  • 2,211 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.