Wealth Advisory Solutions’s Walmart Inc WMT Stock Holding History

Wealth Advisory Solutions’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	–	Sell	-1,634	Closed	-$203K	–	160
2026 Q1	$203K	Buy	+1,634	New	+$201K	0.05%	139
2023 Q2	–	Sell	-4,629	Closed	-$227K	–	135
2023 Q1	$227K	Hold	4,629	–	–	0.06%	119
2022 Q4	$219K	Hold	4,629	–	–	0.06%	124
2022 Q3	$200K	Sell	4,629 -3,105	-40%	-$136K	0.06%	128
2022 Q2	$314K	Sell	7,734 -2,820	-27%	-$130K	0.08%	113
2022 Q1	$524K	Buy	+10,554	New	+$495K	0.11%	102
2021 Q3	$533K	Sell	11,475 -92,310	-89%	-$4.45M	0.12%	107
2021 Q2	$4.88M	Sell	103,785 -113,538	-52%	-$5.29M	1.16%	28
2021 Q1	$1.82M	Buy	217,323 +44,340	+26%	+$2.05M	1.36%	22
2020 Q4	$8.31M	Buy	172,983 +747	+0.4%	+$36.3K	2.26%	7
2020 Q3	$8.03M	Buy	172,236 +62,706	+57%	+$2.79M	2.13%	6
2020 Q2	$4.37M	Buy	109,530 +2,805	+3%	+$115K	1.22%	26
2020 Q1	$4.04M	Sell	106,725 -48,837	-31%	-$1.88M	1.37%	20
2019 Q4	$6.16M	Buy	+155,562	New	+$6.18M	1.62%	11

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Wealth Advisory Solutions sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 1,634 shares — an estimated $203K sold.

Wealth Advisory Solutions first reported a position in WMT in Q4 2019 and held it in 14 quarters. The position peaked at $8.31M in Q4 2020. 4,375 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Wealth Advisory Solutions reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
Wealth Advisory Solutions sold 1,634 Walmart Inc shares in Q2 2026, an estimated $203K.
Wealth Advisory Solutions first reported a position in Walmart Inc in Q4 2019 and held it in 14 quarters.
Wealth Advisory Solutions's Walmart Inc position peaked at $8.31M in Q4 2020.
4,375 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.