Wealth Management Associates’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 | $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
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. 4,415 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.
- 4,415 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.