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WCG Wealth Advisors’s Walmart Inc WMT Stock Holding History

WCG 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 		$16.8M Buy
148,711
+8,431
+6% +$1.05M 0.4% 69
2026
Q1 		$17.4M Buy
140,280
+3,602
+3% +$442K 0.49% 58
2025
Q4 		$15.2M Buy
136,678
+42,665
+45% +$4.58M 0.43% 65
2025
Q3 		$9.69M Buy
94,013
+2,804
+3% +$279K 0.61% 48
2025
Q2 		$8.92M Buy
91,209
+1,756
+2% +$167K 0.58% 48
2025
Q1 		$7.85M Buy
89,453
+1,866
+2% +$175K 0.6% 49
2024
Q4 		$7.91M Sell
87,587
-10,177
-10% -$883K 0.52% 59
2024
Q3 		$7.89M Buy
97,764
+3,261
+3% +$239K 0.53% 56
2024
Q2 		$6.4M Buy
94,503
+2,134
+2% +$134K 0.47% 64
2024
Q1 		$5.56M Sell
92,369
-8,266
-8% -$473K 0.46% 62
2023
Q4 		$5.29M Buy
100,635
+9,624
+11% +$509K 0.39% 67
2023
Q3 		$4.85M Buy
+91,011
New +$4.84M 0.36% 69
2022
Q4 		– Sell
-4,728
Closed -$261K – 282
2022
Q3 		$261K Sell
4,728
-981
-17% -$43K 0.03% 240
2022
Q2 		$231K Buy
+5,709
New +$263K 0.03% 242

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

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

WCG Wealth Advisors increased its Walmart Inc (WMT) stake by 6% in Q2 2026, buying an estimated $1.05M and bringing the position to 148,711 shares worth $16.8M. The position accounts for 0.4% of the portfolio, ranked #69.

WCG Wealth Advisors first reported a position in WMT in Q2 2022 and has held it in 14 quarters since. The position peaked at $17.4M in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • WCG Wealth Advisors held 148,711 shares of Walmart Inc worth $16.8M as of Q2 2026.
  • WCG Wealth Advisors bought 8,431 Walmart Inc shares in Q2 2026, an estimated $1.05M.
  • Walmart Inc made up 0.4% of WCG Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • WCG Wealth Advisors first reported a position in Walmart Inc in Q2 2022 and has held it in 14 quarters since.
  • WCG Wealth Advisors's Walmart Inc position peaked at $17.4M in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.