WMA
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West Michigan Advisors’s Walmart Inc WMT Stock Holding History

West Michigan 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 		$4.55M Hold
36,564
– – 1% 20
2026
Q1 		$4.55M Buy
36,564
+1,755
+5% +$215K 1% 20
2025
Q4 		$3.89M Buy
34,809
+1,231
+4% +$132K 0.89% 22
2025
Q3 		$3.46M Sell
33,578
-10,424
-24% -$1.04M 0.83% 20
2025
Q2 		$4.3M Buy
44,002
+110
+0.3% +$10.5K 1.21% 19
2025
Q1 		$3.86M Buy
43,892
+119
+0.3% +$11.2K 1.28% 17
2024
Q4 		$3.96M Sell
43,773
-3,097
-7% -$269K 1.2% 22
2024
Q3 		$3.78M Buy
46,870
+1,101
+2% +$80.9K 1.14% 23
2024
Q2 		$3.1M Buy
45,769
+338
+0.7% +$21.3K 0.99% 27
2024
Q1 		$2.73M Buy
45,431
+2,852
+7% +$163K 0.89% 29
2023
Q4 		$2.24M Buy
42,579
+8,772
+26% +$464K 0.85% 33
2023
Q3 		$1.8M Buy
33,807
+648
+2% +$34.5K 0.96% 31
2023
Q2 		$1.74M Buy
33,159
+10,995
+50% +$555K 0.69% 39
2023
Q1 		$1.09M Buy
22,164
+777
+4% +$36.9K 0.62% 39
2022
Q4 		$1.01M Sell
21,387
-480
-2% -$22.8K 0.74% 32
2022
Q3 		$946K Buy
21,867
+207
+1% +$9.07K 0.82% 33
2022
Q2 		$878K Buy
21,660
+2,406
+12% +$111K 0.75% 34
2022
Q1 		$956K Buy
19,254
+1,302
+7% +$61.1K 0.65% 35
2021
Q4 		$866K Buy
+17,952
New +$857K 0.65% 32

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

West Michigan Advisors's WMT Position: Q2 2026 in Review

West Michigan Advisors held its Walmart Inc (WMT) position steady in Q2 2026 at 36,564 shares worth $4.55M. The position accounts for 1% of the portfolio, ranked #20.

West Michigan Advisors first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • West Michigan Advisors held 36,564 shares of Walmart Inc worth $4.55M as of Q2 2026.
  • West Michigan Advisors left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 1% of West Michigan Advisors's portfolio in Q2 2026, its #20 holding.
  • West Michigan Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.