VSM Wealth Advisory’s Walmart Inc WMT Stock Holding History

VSM Wealth Advisory’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	$527K	Buy	4,656 +3	+0.1%	+$372	0.14%	62
2026 Q1	$578K	Buy	4,653 +1	+0%	+$123	0.17%	50
2025 Q4	$520K	Buy	4,652 +54	+1%	+$5.8K	0.16%	59
2025 Q3	$474K	Buy	4,598 +2	+0%	+$199	0.15%	57
2025 Q2	$449K	Buy	4,596 +123	+3%	+$11.7K	0.15%	61
2025 Q1	$393K	Sell	4,473 -99	-2%	-$9.29K	0.14%	59
2024 Q4	$413K	Buy	+4,572	New	+$397K	0.15%	59

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

VSM Wealth Advisory's WMT Position: Q2 2026 in Review

VSM Wealth Advisory increased its Walmart Inc (WMT) stake by 0.06% in Q2 2026, buying an estimated $372 and bringing the position to 4,656 shares worth $527K. The position accounts for 0.14% of the portfolio, ranked #62.

VSM Wealth Advisory first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $578K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

VSM Wealth Advisory held 4,656 shares of Walmart Inc worth $527K as of Q2 2026.
VSM Wealth Advisory bought 3 Walmart Inc shares in Q2 2026, an estimated $372.
Walmart Inc made up 0.14% of VSM Wealth Advisory's portfolio in Q2 2026, its #62 holding.
VSM Wealth Advisory first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's Walmart Inc position peaked at $578K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.