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Valued Wealth Advisors’s Walmart Inc WMT Stock Holding History

Valued Wealth 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 		$163K Sell
1,441
-34
-2% -$4.22K 0.06% 54
2026
Q1 		$184K Buy
1,475
+189
+15% +$23.2K 0.07% 48
2025
Q4 		$143K Buy
1,286
+31
+2% +$3.33K 0.06% 49
2025
Q3 		$129K Buy
1,255
+19
+2% +$1.89K 0.06% 52
2025
Q2 		$121K Sell
1,236
-24
-2% -$2.29K 0.06% 53
2025
Q1 		$111K Sell
1,260
-49
-4% -$4.6K 0.07% 56
2024
Q4 		$119K Buy
1,309
+181
+16% +$15.7K 0.07% 52
2024
Q3 		$91.1K Buy
1,128
+214
+23% +$15.7K 0.06% 52
2024
Q2 		$61.9K Buy
914
+103
+13% +$6.49K 0.04% 61
2024
Q1 		$48.9K Buy
811
+640
+374% +$36.6K 0.03% 70
2023
Q4 		$9.12K Buy
+171
New +$9.05K 0.01% 132

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
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

Valued Wealth Advisors's WMT Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Walmart Inc (WMT) stake by 2.3% in Q2 2026, selling an estimated $4.22K and leaving 1,441 shares worth $163K. The position accounts for 0.06% of the portfolio, ranked #54.

Valued Wealth Advisors first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $184K in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Valued Wealth Advisors held 1,441 shares of Walmart Inc worth $163K as of Q2 2026.
  • Valued Wealth Advisors sold 34 Walmart Inc shares in Q2 2026, an estimated $4.22K.
  • Walmart Inc made up 0.06% of Valued Wealth Advisors's portfolio in Q2 2026, its #54 holding.
  • Valued Wealth Advisors first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Walmart Inc position peaked at $184K in Q1 2026.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.