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 		$4.07M Sell
35,924
-640
-2% -$79.5K 0.77% 43
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

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

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

West Michigan Advisors reduced its Walmart Inc (WMT) stake by 1.8% in Q2 2026, selling an estimated $79.5K and leaving 35,924 shares worth $4.07M. The position accounts for 0.77% of the portfolio, ranked #43.

West Michigan Advisors first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.55M in Q1 2026. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • West Michigan Advisors held 35,924 shares of Walmart Inc worth $4.07M as of Q2 2026.
  • West Michigan Advisors sold 640 Walmart Inc shares in Q2 2026, an estimated $79.5K.
  • Walmart Inc made up 0.77% of West Michigan Advisors's portfolio in Q2 2026, its #43 holding.
  • West Michigan Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • West Michigan Advisors's Walmart Inc position peaked at $4.55M in Q1 2026.
  • 4,415 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.