Wealth Alliance Advisory Group’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.83M | Sell |
51,451
-1,412
| -3% | -$175K | 0.84% | 29 |
|
|
2026
Q1 | $6.57M | Buy |
52,863
+760
| +1% | +$93.3K | 1.04% | 23 |
|
|
2025
Q4 | $5.8M | Buy |
52,103
+936
| +2% | +$100K | 0.99% | 25 |
|
|
2025
Q3 | $5.27M | Buy |
51,167
+1,444
| +3% | +$144K | 0.95% | 25 |
|
|
2025
Q2 | $4.86M | Buy |
49,723
+1,058
| +2% | +$101K | 0.93% | 25 |
|
|
2025
Q1 | $4.27M | Buy |
48,665
+10,740
| +28% | +$1.01M | 0.89% | 24 |
|
|
2024
Q4 | $3.43M | Sell |
37,925
-1,356
| -3% | -$118K | 0.72% | 30 |
|
|
2024
Q3 | $3.17M | Buy |
39,281
+765
| +2% | +$56.2K | 0.67% | 31 |
|
|
2024
Q2 | $2.61M | Buy |
38,516
+2,338
| +6% | +$147K | 0.59% | 33 |
|
|
2024
Q1 | $2.18M | Sell |
36,178
-4,460
| -11% | -$255K | 0.51% | 40 |
|
|
2023
Q4 | $2.14M | Buy |
40,638
+4,257
| +12% | +$225K | 0.56% | 37 |
|
|
2023
Q3 | $1.94M | Buy |
36,381
+3
| +0% | +$160 | 0.58% | 34 |
|
|
2023
Q2 | $1.91M | Sell |
36,378
-792
| -2% | -$40K | 0.67% | 29 |
|
|
2023
Q1 | $1.83M | Buy |
37,170
+36
| +0.1% | +$1.71K | 0.68% | 30 |
|
|
2022
Q4 | $1.76M | Hold |
37,134
| – | – | 0.67% | 28 |
|
|
2022
Q3 | $1.6M | Sell |
37,134
-12
| -0% | -$526 | 0.71% | 27 |
|
|
2022
Q2 | $1.5M | Sell |
37,146
-1,524
| -4% | -$70.3K | 0.71% | 26 |
|
|
2022
Q1 | $1.92M | Sell |
38,670
-1,248
| -3% | -$58.6K | 0.83% | 25 |
|
|
2021
Q4 | $1.93M | Sell |
39,918
-6,372
| -14% | -$304K | 0.84% | 24 |
|
|
2021
Q3 | $2.15M | Buy |
46,290
+150
| +0.3% | +$7.23K | 1.05% | 19 |
|
|
2021
Q2 | $2.17M | Buy |
46,140
+933
| +2% | +$43.5K | 1.06% | 19 |
|
|
2021
Q1 | $2.05M | Buy |
45,207
+189
| +0.4% | +$8.76K | 1.05% | 19 |
|
|
2020
Q4 | $2.16M | Buy |
45,018
+312
| +0.7% | +$15.2K | 1.17% | 17 |
|
|
2020
Q3 | $2.08M | Buy |
44,706
+1,725
| +4% | +$76.7K | 1.23% | 17 |
|
|
2020
Q2 | $1.72M | Buy |
42,981
+585
| +1% | +$24.1K | 1.05% | 20 |
|
|
2020
Q1 | $1.61M | Buy |
42,396
+942
| +2% | +$36.2K | 1.25% | 18 |
|
|
2019
Q4 | $1.64M | Buy |
41,454
+1,533
| +4% | +$60.9K | 0.94% | 26 |
|
|
2019
Q3 | $1.6M | Buy |
39,921
+357
| +0.9% | +$13.5K | 0.99% | 25 |
|
|
2019
Q2 | $1.52M | Sell |
39,564
-564
| -1% | -$19.4K | 0.93% | 27 |
|
|
2019
Q1 | $1.35M | Buy |
40,128
+54
| +0.1% | +$1.75K | 0.87% | 27 |
|
|
2018
Q4 | $1.24M | Buy |
40,074
+87
| +0.2% | +$2.79K | 0.93% | 26 |
|
|
2018
Q3 | $1.25M | Buy |
39,987
+1,749
| +5% | +$53.5K | 0.64% | 36 |
|
|
2018
Q2 | $1.09M | Buy |
38,238
+12,645
| +49% | +$359K | 0.6% | 35 |
|
|
2018
Q1 | $759K | Buy |
25,593
+9,603
| +60% | +$309K | 0.44% | 45 |
|
|
2017
Q4 | $526K | Buy |
+15,990
| New | +$489K | 0.47% | 51 |
|
Other funds holding WMT
Wealth Alliance Advisory Group's WMT Position: Q2 2026 in Review
Wealth Alliance Advisory Group reduced its Walmart Inc (WMT) stake by 2.7% in Q2 2026, selling an estimated $175K and leaving 51,451 shares worth $5.83M. The position accounts for 0.84% of the portfolio, ranked #29.
Wealth Alliance Advisory Group first reported a position in WMT in Q4 2017 and has held it in 35 quarters since. The position peaked at $6.57M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Wealth Alliance Advisory Group held 51,451 shares of Walmart Inc worth $5.83M as of Q2 2026.
- Wealth Alliance Advisory Group sold 1,412 Walmart Inc shares in Q2 2026, an estimated $175K.
- Walmart Inc made up 0.84% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #29 holding.
- Wealth Alliance Advisory Group first reported a position in Walmart Inc in Q4 2017 and has held it in 35 quarters since.
- Wealth Alliance Advisory Group's Walmart Inc position peaked at $6.57M in Q1 2026.
- 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.