WMA
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Wealth Management Associates’s Walmart Inc WMT Stock Holding History

Wealth Management Associates’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 		$1.17M Sell
10,321
-486
-4% -$60.3K 0.32% 60
2026
Q1 		$1.34M Sell
10,807
-697
-6% -$85.6K 0.46% 49
2025
Q4 		$1.28M Sell
11,504
-650
-5% -$69.8K 0.45% 50
2025
Q3 		$1.25M Sell
12,154
-1,725
-12% -$172K 0.44% 50
2025
Q2 		$1.36M Sell
13,879
-452
-3% -$43.1K 0.53% 42
2025
Q1 		$1.26M Sell
14,331
-256
-2% -$24K 0.54% 42
2024
Q4 		$1.32M Sell
14,587
-1,018
-7% -$88.3K 0.56% 41
2024
Q3 		$1.26M Sell
15,605
-882
-5% -$64.8K 0.55% 40
2024
Q2 		$1.12M Hold
16,487
– – 0.52% 42
2024
Q1 		$1.12M Sell
16,487
-1,123
-6% -$64.3K 0.52% 42
2023
Q4 		$925K Sell
17,610
-1,665
-9% -$88.1K 0.49% 48
2023
Q3 		$1.03M Buy
19,275
+198
+1% +$10.5K 0.6% 39
2023
Q2 		$999K Buy
19,077
+129
+0.7% +$6.51K 0.57% 42
2023
Q1 		$931K Buy
18,948
+2,022
+12% +$96K 0.58% 42
2022
Q4 		$800K Buy
16,926
+105
+0.6% +$4.99K 0.53% 47
2022
Q3 		$727K Buy
16,821
+1,185
+8% +$51.9K 0.51% 46
2022
Q2 		$634K Sell
15,636
-567
-3% -$26.1K 0.43% 50
2022
Q1 		$804K Sell
16,203
-414
-2% -$19.4K 0.46% 55
2021
Q4 		$801K Buy
16,617
+1,824
+12% +$87.1K 0.43% 56
2021
Q3 		$687K Buy
14,793
+2,289
+18% +$110K 0.4% 63
2021
Q2 		$588K Buy
12,504
+2,247
+22% +$105K 0.33% 71
2021
Q1 		$464K Buy
10,257
+531
+5% +$24.6K 0.29% 86
2020
Q4 		$467K Hold
9,726
– – 0.31% 83
2020
Q3 		$454K Buy
9,726
+6
+0.1% +$267 0.35% 66
2020
Q2 		$388K Sell
9,720
-855
-8% -$35.2K 0.33% 72
2020
Q1 		$400K Buy
10,575
+759
+8% +$29.2K 0.4% 60
2019
Q4 		$389K Hold
9,816
– – 0.28% 84
2019
Q3 		$388K Buy
9,816
+1,185
+14% +$44.7K 0.31% 79
2019
Q2 		$318K Buy
8,631
+24
+0.3% +$827 0.32% 66
2019
Q1 		$280K Buy
8,607
+12
+0.1% +$389 0.31% 74
2018
Q4 		$267K Buy
+8,595
New +$276K 0.36% 62

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealth Management Associates's WMT Position: Q2 2026 in Review

Wealth Management Associates reduced its Walmart Inc (WMT) stake by 4.5% in Q2 2026, selling an estimated $60.3K and leaving 10,321 shares worth $1.17M. The position accounts for 0.32% of the portfolio, ranked #60.

Wealth Management Associates first reported a position in WMT in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.36M in Q2 2025. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Wealth Management Associates held 10,321 shares of Walmart Inc worth $1.17M as of Q2 2026.
  • Wealth Management Associates sold 486 Walmart Inc shares in Q2 2026, an estimated $60.3K.
  • Walmart Inc made up 0.32% of Wealth Management Associates's portfolio in Q2 2026, its #60 holding.
  • Wealth Management Associates first reported a position in Walmart Inc in Q4 2018 and has held it in 31 quarters since.
  • Wealth Management Associates's Walmart Inc position peaked at $1.36M in Q2 2025.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.