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 		$11.2K Buy
+100
New +$12.4K ﹤0.01% 4104

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.