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Visionary Wealth Advisors’s Walmart Inc WMT Stock Holding History

Visionary 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 		$19M Sell
167,459
-994
-0.6% -$123K 0.75% 29
2026
Q1 		$20.9M Sell
168,453
-4,818
-3% -$592K 0.93% 21
2025
Q4 		$19.3M Buy
173,271
+2,157
+1% +$232K 0.87% 25
2025
Q3 		$17.6M Buy
171,114
+1,501
+0.9% +$149K 0.82% 30
2025
Q2 		$16.6M Buy
169,613
+4,895
+3% +$466K 0.85% 26
2025
Q1 		$14.5M Buy
164,718
+2,282
+1% +$214K 0.87% 20
2024
Q4 		$14.7M Sell
162,436
-2,070
-1% -$180K 0.86% 19
2024
Q3 		$13.3M Sell
164,506
-5,097
-3% -$374K 0.81% 22
2024
Q2 		$11.5M Buy
169,603
+111
+0.1% +$6.99K 0.75% 28
2024
Q1 		$10.2M Sell
169,492
-29
-0% -$1.66K 0.69% 33
2023
Q4 		$8.91M Buy
169,521
+2,925
+2% +$155K 0.65% 34
2023
Q3 		$8.88M Buy
166,596
+1,140
+0.7% +$60.7K 0.72% 31
2023
Q2 		$8.67M Sell
165,456
-81
-0% -$4.09K 0.69% 34
2023
Q1 		$8.14M Sell
165,537
-1,269
-0.8% -$60.2K 0.69% 37
2022
Q4 		$7.88M Buy
166,806
+4,848
+3% +$230K 0.73% 37
2022
Q3 		$7M Sell
161,958
-4,317
-3% -$189K 0.73% 36
2022
Q2 		$6.74M Buy
166,275
+2,148
+1% +$99.1K 0.6% 41
2022
Q1 		$8.15M Sell
164,127
-3,597
-2% -$169K 0.66% 38
2021
Q4 		$8.09M Buy
167,724
+2,955
+2% +$141K 0.66% 37
2021
Q3 		$7.66M Buy
164,769
+3,990
+2% +$192K 0.79% 34
2021
Q2 		$7.56M Buy
160,779
+3,090
+2% +$144K 0.76% 34
2021
Q1 		$7.14M Sell
157,689
-555
-0.4% -$25.7K 0.75% 34
2020
Q4 		$7.6M Buy
158,244
+1,032
+0.7% +$50.1K 0.85% 30
2020
Q3 		$7.33M Sell
157,212
-102
-0.1% -$4.54K 1.03% 27
2020
Q2 		$6.28M Buy
157,314
+528
+0.3% +$21.7K 0.96% 27
2020
Q1 		$5.94M Sell
156,786
-1,623
-1% -$62.4K 1.12% 24
2019
Q4 		$6.28M Buy
+158,409
New +$6.29M 1.12% 27

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Visionary Wealth Advisors reduced its Walmart Inc (WMT) stake by 0.59% in Q2 2026, selling an estimated $123K and leaving 167,459 shares worth $19M. The position accounts for 0.75% of the portfolio, ranked #29.

Visionary Wealth Advisors first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $20.9M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Visionary Wealth Advisors held 167,459 shares of Walmart Inc worth $19M as of Q2 2026.
  • Visionary Wealth Advisors sold 994 Walmart Inc shares in Q2 2026, an estimated $123K.
  • Walmart Inc made up 0.75% of Visionary Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • Visionary Wealth Advisors first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • Visionary Wealth Advisors's Walmart Inc position peaked at $20.9M in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.