Wisconsin Wealth Advisors’s Walmart Inc WMT Stock Holding History

Wisconsin Wealth 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	$1.83M	Sell	16,170 -187	-1%	-$23.2K	1.57%	20
2026 Q1	$2.03M	Sell	16,357 -742	-4%	-$91.1K	2%	18
2025 Q4	$1.9M	Sell	17,099 -82	-0.5%	-$8.8K	1.87%	18
2025 Q3	$1.77M	Sell	17,181 -137	-0.8%	-$13.6K	1.69%	19
2025 Q2	$1.69M	Sell	17,318 -982	-5%	-$93.6K	1.95%	14
2025 Q1	$1.61M	Buy	18,300 +271	+2%	+$25.4K	2.31%	14
2024 Q4	$1.63M	Buy	+18,029	New	+$1.56M	2.4%	12

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wisconsin Wealth Advisors's WMT Position: Q2 2026 in Review

Wisconsin Wealth Advisors reduced its Walmart Inc (WMT) stake by 1.1% in Q2 2026, selling an estimated $23.2K and leaving 16,170 shares worth $1.83M. The position accounts for 1.57% of the portfolio, ranked #20.

Wisconsin Wealth Advisors first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.03M in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Wisconsin Wealth Advisors held 16,170 shares of Walmart Inc worth $1.83M as of Q2 2026.
Wisconsin Wealth Advisors sold 187 Walmart Inc shares in Q2 2026, an estimated $23.2K.
Walmart Inc made up 1.57% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #20 holding.
Wisconsin Wealth Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Wisconsin Wealth Advisors's Walmart Inc position peaked at $2.03M in Q1 2026.
1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.