Wealth Enhancement Advisory Services
WMT icon

Wealth Enhancement Advisory Services’s Walmart Inc WMT Stock Holding History

Wealth Enhancement Advisory Services’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 		$265M Buy
2,363,505
+408,411
+21% +$50.7M 0.44% 35
2026
Q1 		$242M Sell
1,955,094
-1,049,053
-35% -$129M 0.49% 31
2025
Q4 		$344M Buy
3,004,147
+218,748
+8% +$23.5M 0.47% 35
2025
Q3 		$288M Buy
2,785,399
+218,632
+9% +$21.8M 0.43% 40
2025
Q2 		$252M Buy
2,566,767
+166,015
+7% +$15.8M 0.42% 42
2025
Q1 		$211M Sell
2,400,752
-437,911
-15% -$41.1M 0.4% 43
2024
Q4 		$256M Buy
2,838,663
+521,911
+23% +$45.3M 0.49% 34
2024
Q3 		$187M Sell
2,316,752
-97,335
-4% -$7.15M 0.4% 44
2024
Q2 		$163M Buy
2,414,087
+134,372
+6% +$8.46M 0.39% 45
2024
Q1 		$137M Buy
2,279,715
+54,054
+2% +$3.09M 0.35% 56
2023
Q4 		$117M Buy
2,225,661
+27,228
+1% +$1.44M 0.34% 61
2023
Q3 		$117M Buy
2,198,433
+1,903,173
+645% +$101M 0.39% 54
2023
Q2 		$15.5M Buy
295,260
+70,395
+31% +$3.55M 0.17% 66
2023
Q1 		$11.1M Buy
224,865
+49,122
+28% +$2.33M 0.13% 86
2022
Q4 		$8.33M Buy
175,743
+130,281
+287% +$6.19M 0.11% 95
2022
Q3 		$1.95M Buy
45,462
+33,921
+294% +$1.49M 0.03% 173
2022
Q2 		$482K Buy
11,541
+12
+0.1% +$553 0.01% 280
2022
Q1 		$581K Buy
11,529
+9
+0.1% +$423 0.01% 268
2021
Q4 		$535K Sell
11,520
-831
-7% -$39.7K 0.01% 250
2021
Q3 		$612K Sell
12,351
-108,756
-90% -$5.24M 0.01% 238
2021
Q2 		$5.72M Buy
121,107
+51,240
+73% +$2.39M 0.09% 94
2021
Q1 		$3.26M Buy
69,867
+3,291
+5% +$152K 0.06% 116
2020
Q4 		$3.21M Sell
66,576
-13,458
-17% -$654K 0.07% 95
2020
Q3 		$3.85M Sell
80,034
-192
-0.2% -$8.54K 0.1% 73
2020
Q2 		$3.55M Buy
80,226
+69,330
+636% +$2.85M 0.1% 74
2020
Q1 		$465K Buy
10,896
+1,026
+10% +$39.5K 0.02% 187
2019
Q4 		$391K Buy
9,870
+69
+0.7% +$2.74K 0.01% 190
2019
Q3 		$393K Hold
9,801
– – 0.02% 186
2019
Q2 		$367K Buy
9,801
+3
+0% +$103 0.02% 185
2019
Q1 		$337K Sell
9,798
-97,197
-91% -$3.15M 0.02% 170
2018
Q4 		$3.49M Buy
+106,995
New +$3.43M 0.22% 44
2018
Q3 		– Sell
-34,839
Closed -$1M – 202
2018
Q2 		$1M Buy
34,839
+1,113
+3% +$31.6K 0.06% 120
2018
Q1 		$960K Sell
33,726
-28,647
-46% -$921K 0.06% 110
2017
Q4 		$2.1M Sell
62,373
-22,713
-27% -$695K 0.15% 77
2017
Q3 		$2.24M Buy
85,086
+52,509
+161% +$1.38M 0.19% 64
2017
Q2 		$796K Buy
+32,577
New +$827K 0.07% 127
2017
Q1 		– Sell
-28,983
Closed -$668K – 179
2016
Q4 		$668K Buy
28,983
+2,046
+8% +$47.8K 0.08% 128
2016
Q3 		$643K Buy
+26,937
New +$654K 0.1% 126
2015
Q4 		– Sell
-56,223
Closed -$1.25M – 134
2015
Q3 		$1.25M Buy
56,223
+8,196
+17% +$188K 0.38% 50
2015
Q2 		$1.14M Buy
48,027
+7,632
+19% +$195K 0.35% 44
2015
Q1 		$1.11M Buy
40,395
+4,530
+13% +$129K 0.43% 41
2014
Q4 		$1.03M Buy
+35,865
New +$969K 0.4% 41

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services's WMT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Walmart Inc (WMT) stake by 21% in Q2 2026, buying an estimated $50.7M and bringing the position to 2,363,505 shares worth $265M. The position accounts for 0.44% of the portfolio, ranked #35.

Wealth Enhancement Advisory Services first reported a position in WMT in Q4 2014 and has held it in 42 quarters since. The position peaked at $344M in Q4 2025. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 2,363,505 shares of Walmart Inc worth $265M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 408,411 Walmart Inc shares in Q2 2026, an estimated $50.7M.
  • Walmart Inc made up 0.44% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #35 holding.
  • Wealth Enhancement Advisory Services first reported a position in Walmart Inc in Q4 2014 and has held it in 42 quarters since.
  • Wealth Enhancement Advisory Services's Walmart Inc position peaked at $344M in Q4 2025.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.