Wealthcare Advisory Partners’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 | $4.44M | Sell |
39,188
-3,991
| -9% | -$495K | 0.08% | 194 |
|
|
2026
Q1 | $5.37M | Sell |
43,179
-32,911
| -43% | -$4.04M | 0.1% | 173 |
|
|
2025
Q4 | $8.48M | Buy |
76,090
+3,465
| +5% | +$372K | 0.17% | 120 |
|
|
2025
Q3 | $7.48M | Buy |
72,625
+440
| +0.6% | +$43.8K | 0.16% | 122 |
|
|
2025
Q2 | $7.06M | Buy |
72,185
+943
| +1% | +$89.8K | 0.16% | 121 |
|
|
2025
Q1 | $6.25M | Sell |
71,242
-737
| -1% | -$69.1K | 0.17% | 112 |
|
|
2024
Q4 | $6.5M | Sell |
71,979
-1,503
| -2% | -$130K | 0.18% | 106 |
|
|
2024
Q3 | $5.93M | Buy |
73,482
+653
| +0.9% | +$48K | 0.17% | 114 |
|
|
2024
Q2 | $4.93M | Buy |
72,829
+2,788
| +4% | +$176K | 0.15% | 113 |
|
|
2024
Q1 | $4.21M | Buy |
70,041
+2,481
| +4% | +$142K | 0.14% | 123 |
|
|
2023
Q4 | $3.55M | Sell |
67,560
-2,421
| -3% | -$128K | 0.14% | 123 |
|
|
2023
Q3 | $3.73M | Sell |
69,981
-825
| -1% | -$43.9K | 0.17% | 101 |
|
|
2023
Q2 | $3.71M | Buy |
70,806
+621
| +0.9% | +$31.3K | 0.17% | 105 |
|
|
2023
Q1 | $3.45M | Buy |
70,185
+1,959
| +3% | +$93K | 0.15% | 119 |
|
|
2022
Q4 | $3.22M | Sell |
68,226
-2,391
| -3% | -$114K | 0.15% | 114 |
|
|
2022
Q3 | $3.05M | Buy |
70,617
+9,921
| +16% | +$435K | 0.17% | 104 |
|
|
2022
Q2 | $2.46M | Sell |
60,696
-1,617
| -3% | -$74.6K | 0.15% | 102 |
|
|
2022
Q1 | $3.09M | Buy |
62,313
+126
| +0.2% | +$5.92K | 0.19% | 67 |
|
|
2021
Q4 | $3M | Sell |
62,187
-978
| -2% | -$46.7K | 0.18% | 70 |
|
|
2021
Q3 | $2.94M | Buy |
63,165
+51
| +0.1% | +$2.46K | 0.19% | 74 |
|
|
2021
Q2 | $2.97M | Sell |
63,114
-1,413
| -2% | -$65.8K | 0.2% | 74 |
|
|
2021
Q1 | $2.92M | Buy |
64,527
+13,131
| +26% | +$608K | 0.21% | 64 |
|
|
2020
Q4 | $2.47M | Buy |
51,396
+2,061
| +4% | +$100K | 0.22% | 62 |
|
|
2020
Q3 | $2.3M | Buy |
49,335
+5,238
| +12% | +$233K | 0.25% | 54 |
|
|
2020
Q2 | $1.76M | Buy |
44,097
+1,374
| +3% | +$56.5K | 0.22% | 58 |
|
|
2020
Q1 | $1.62M | Sell |
42,723
-1,101
| -3% | -$42.4K | 0.24% | 55 |
|
|
2019
Q4 | $1.74M | Buy |
43,824
+33,834
| +339% | +$1.34M | 0.22% | 62 |
|
|
2019
Q3 | $395K | Buy |
9,990
+3,069
| +44% | +$116K | 0.06% | 177 |
|
|
2019
Q2 | $255K | Buy |
6,921
+1,194
| +21% | +$41.1K | 0.04% | 231 |
|
|
2019
Q1 | $186K | Sell |
5,727
-39
| -0.7% | -$1.26K | 0.03% | 250 |
|
|
2018
Q4 | $179K | Buy |
5,766
+1,425
| +33% | +$45.7K | 0.03% | 218 |
|
|
2018
Q3 | $136K | Sell |
4,341
-246
| -5% | -$7.52K | 0.03% | 281 |
|
|
2018
Q2 | $131K | Buy |
4,587
+1,425
| +45% | +$40.5K | 0.03% | 284 |
|
|
2018
Q1 | $94K | Sell |
3,162
-381
| -11% | -$12.3K | 0.02% | 288 |
|
|
2017
Q4 | $117K | Buy |
3,543
+1,221
| +53% | +$37.4K | 0.03% | 235 |
|
|
2017
Q3 | $61K | Buy |
+2,322
| New | +$60.9K | 0.02% | 279 |
|
Other funds holding WMT
Wealthcare Advisory Partners's WMT Position: Q2 2026 in Review
Wealthcare Advisory Partners reduced its Walmart Inc (WMT) stake by 9.2% in Q2 2026, selling an estimated $495K and leaving 39,188 shares worth $4.44M. The position accounts for 0.08% of the portfolio, ranked #194.
Wealthcare Advisory Partners first reported a position in WMT in Q3 2017 and has held it in 36 quarters since. The position peaked at $8.48M in Q4 2025. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Wealthcare Advisory Partners held 39,188 shares of Walmart Inc worth $4.44M as of Q2 2026.
- Wealthcare Advisory Partners sold 3,991 Walmart Inc shares in Q2 2026, an estimated $495K.
- Walmart Inc made up 0.08% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #194 holding.
- Wealthcare Advisory Partners first reported a position in Walmart Inc in Q3 2017 and has held it in 36 quarters since.
- Wealthcare Advisory Partners's Walmart Inc position peaked at $8.48M in Q4 2025.
- 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.