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Wealthedge Investment Advisors’s Walmart Inc WMT Stock Holding History

Wealthedge Investment 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 		$523K Sell
4,619
-379
-8% -$47K 0.18% 95
2026
Q1 		$621K Buy
4,998
+380
+8% +$46.7K 0.23% 88
2025
Q4 		$515K Sell
4,618
-43
-0.9% -$4.62K 0.19% 89
2025
Q3 		$480K Buy
4,661
+21
+0.5% +$2.09K 0.18% 96
2025
Q2 		$454K Sell
4,640
-254
-5% -$24.2K 0.19% 103
2025
Q1 		$430K Sell
4,894
-212
-4% -$19.9K 0.19% 100
2024
Q4 		$461K Buy
+5,106
New +$443K 0.21% 98

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

Wealthedge Investment Advisors's WMT Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its Walmart Inc (WMT) stake by 7.6% in Q2 2026, selling an estimated $47K and leaving 4,619 shares worth $523K. The position accounts for 0.18% of the portfolio, ranked #95.

Wealthedge Investment Advisors first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $621K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Wealthedge Investment Advisors held 4,619 shares of Walmart Inc worth $523K as of Q2 2026.
  • Wealthedge Investment Advisors sold 379 Walmart Inc shares in Q2 2026, an estimated $47K.
  • Walmart Inc made up 0.18% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #95 holding.
  • Wealthedge Investment Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Wealthedge Investment Advisors's Walmart Inc position peaked at $621K in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.