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Wealth Preservation Advisors’s Walmart Inc WMT Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-1,527
Closed -$190K – 949
2026
Q1 		$190K Sell
1,527
-436
-22% -$53.5K 0.16% 66
2025
Q4 		$219K Sell
1,963
-23
-1% -$2.47K 0.11% 86
2025
Q3 		$205K Buy
1,986
+7
+0.4% +$697 0.12% 83
2025
Q2 		$194K Sell
1,979
-10
-0.5% -$953 0.12% 87
2025
Q1 		$175K Buy
+1,989
New +$187K 0.12% 87

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wealth Preservation Advisors's WMT Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 1,527 shares — an estimated $190K sold.

Wealth Preservation Advisors first reported a position in WMT in Q1 2025 and held it in 5 quarters. The position peaked at $219K in Q4 2025. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 1,527 Walmart Inc shares in Q2 2026, an estimated $190K.
  • Wealth Preservation Advisors first reported a position in Walmart Inc in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Walmart Inc position peaked at $219K in Q4 2025.
  • 4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.