Warren Street Wealth Advisors’s Walmart Inc WMT Stock Holding History

Warren Street 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	$746K	Buy	6,588 +379	+6%	+$47K	0.17%	55
2026 Q1	$772K	Buy	6,209 +142	+2%	+$17.4K	0.2%	43
2025 Q4	$676K	Sell	6,067 -802	-12%	-$86.1K	0.19%	46
2025 Q3	$708K	Buy	6,869 +586	+9%	+$58.3K	0.21%	54
2025 Q2	$614K	Buy	6,283 +595	+10%	+$56.7K	0.2%	56
2025 Q1	$499K	Buy	5,688 +280	+5%	+$26.3K	0.19%	57
2024 Q4	$489K	Buy	5,408 +171	+3%	+$14.8K	0.2%	57
2024 Q3	$423K	Buy	5,237 +56	+1%	+$4.11K	0.17%	65
2024 Q2	$351K	Buy	5,181 +505	+11%	+$31.8K	0.17%	69
2024 Q1	$281K	Buy	4,676 +302	+7%	+$17.3K	0.14%	77
2023 Q4	$230K	Buy	+4,374	New	+$231K	0.13%	80

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

Warren Street Wealth Advisors's WMT Position: Q2 2026 in Review

Warren Street Wealth Advisors increased its Walmart Inc (WMT) stake by 6.1% in Q2 2026, buying an estimated $47K and bringing the position to 6,588 shares worth $746K. The position accounts for 0.17% of the portfolio, ranked #55.

Warren Street Wealth Advisors first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $772K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Warren Street Wealth Advisors held 6,588 shares of Walmart Inc worth $746K as of Q2 2026.
Warren Street Wealth Advisors bought 379 Walmart Inc shares in Q2 2026, an estimated $47K.
Walmart Inc made up 0.17% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #55 holding.
Warren Street Wealth Advisors first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Warren Street Wealth Advisors's Walmart Inc position peaked at $772K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.