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WESPAC Advisors SoCal’s Walmart Inc WMT Stock Holding History

WESPAC Advisors SoCal’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 		$16.7M Buy
147,846
+1,007
+0.7% +$125K 2.99% 6
2026
Q1 		$18.2M Sell
146,839
-2,933
-2% -$360K 3.88% 4
2025
Q4 		$16.7M Sell
149,772
-517
-0.3% -$55.5K 3.37% 7
2025
Q3 		$15.5M Sell
150,289
-4,381
-3% -$436K 3.15% 7
2025
Q2 		$15.1M Sell
154,670
-1,841
-1% -$175K 3.37% 5
2025
Q1 		$13.7M Sell
156,511
-14,681
-9% -$1.38M 3.58% 7
2024
Q4 		$15.5M Sell
171,192
-6,360
-4% -$552K 3.5% 7
2024
Q3 		$14.3M Buy
177,552
+3,181
+2% +$234K 3.32% 10
2024
Q2 		$11.8M Sell
174,371
-1,516
-0.9% -$95.5K 2.97% 10
2024
Q1 		$10.6M Buy
175,887
+49,143
+39% +$2.81M 2.77% 11
2023
Q4 		$6.66M Buy
126,744
+3,849
+3% +$204K 1.94% 20
2023
Q3 		$6.55M Buy
122,895
+1,947
+2% +$104K 2.21% 16
2023
Q2 		$6.34M Sell
120,948
-60
-0% -$3.03K 2.17% 16
2023
Q1 		$5.95M Buy
+121,008
New +$5.74M 2.05% 19
2019
Q2 		– Sell
-330
Closed -$10K – 314
2019
Q1 		$10K Buy
330
+243
+279% +$7.88K 0.01% 235
2018
Q4 		$2K Hold
87
– – ﹤0.01% 313
2018
Q3 		$2K Buy
+87
New +$2.66K ﹤0.01% 285
2018
Q2 		– Sell
-87
Closed -$2K – 252
2018
Q1 		$2K Hold
87
– – ﹤0.01% 247
2017
Q4 		$2K Hold
87
– – ﹤0.01% 235
2017
Q3 		$2K Hold
87
– – ﹤0.01% 248
2017
Q2 		$2K Sell
87
-465
-84% -$11.8K ﹤0.01% 228
2017
Q1 		$13.3K Buy
552
+465
+534% +$10.7K 0.01% 173
2016
Q4 		$2K Hold
87
– – ﹤0.01% 236
2016
Q3 		$2.09K Hold
87
– – ﹤0.01% 254
2016
Q2 		$2.12K Hold
87
– – ﹤0.01% 252
2016
Q1 		$1.99K Hold
87
– – ﹤0.01% 260
2015
Q4 		$1K Buy
+87
New +$1.75K ﹤0.01% 249

Other funds holding WMT

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WESPAC Advisors SoCal's WMT Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its Walmart Inc (WMT) stake by 0.69% in Q2 2026, buying an estimated $125K and bringing the position to 147,846 shares worth $16.7M. The position accounts for 2.99% of the portfolio, ranked #6.

WESPAC Advisors SoCal first reported a position in WMT in Q4 2015 and has held it in 27 quarters since. The position peaked at $18.2M in Q1 2026. 1,928 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • WESPAC Advisors SoCal held 147,846 shares of Walmart Inc worth $16.7M as of Q2 2026.
  • WESPAC Advisors SoCal bought 1,007 Walmart Inc shares in Q2 2026, an estimated $125K.
  • Walmart Inc made up 2.99% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #6 holding.
  • WESPAC Advisors SoCal first reported a position in Walmart Inc in Q4 2015 and has held it in 27 quarters since.
  • WESPAC Advisors SoCal's Walmart Inc position peaked at $18.2M in Q1 2026.
  • 1,928 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.