WAG
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Wiser Advisor Group’s Walmart Inc WMT Stock Holding History

Wiser Advisor Group’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 		$1.67M Sell
14,732
-12
-0.1% -$1.49K 1.83% 24
2026
Q1 		$1.83M Sell
14,744
-95
-0.6% -$11.7K 2.22% 17
2025
Q4 		$1.65M Buy
14,839
+335
+2% +$36K 1.89% 22
2025
Q3 		$1.49M Buy
14,504
+476
+3% +$47.4K 1.86% 22
2025
Q2 		$1.37M Buy
14,028
+422
+3% +$40.2K 2.38% 19
2025
Q1 		$1.19M Buy
13,606
+349
+3% +$32.7K 1.76% 20
2024
Q4 		$1.2M Sell
13,257
-62
-0.5% -$5.38K 1.74% 21
2024
Q3 		$1.08M Sell
13,319
-215
-2% -$15.8K 1.61% 24
2024
Q2 		$916K Sell
13,534
-112
-0.8% -$7.05K 1.44% 24
2024
Q1 		$822K Sell
13,646
-463
-3% -$26.5K 1.29% 25
2023
Q4 		$741K Buy
+14,109
New +$747K 1.23% 25

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

Wiser Advisor Group's WMT Position: Q2 2026 in Review

Wiser Advisor Group reduced its Walmart Inc (WMT) stake by 0.08% in Q2 2026, selling an estimated $1.49K and leaving 14,732 shares worth $1.67M. The position accounts for 1.83% of the portfolio, ranked #24.

Wiser Advisor Group first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.83M in Q1 2026. 4,403 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Wiser Advisor Group held 14,732 shares of Walmart Inc worth $1.67M as of Q2 2026.
  • Wiser Advisor Group sold 12 Walmart Inc shares in Q2 2026, an estimated $1.49K.
  • Walmart Inc made up 1.83% of Wiser Advisor Group's portfolio in Q2 2026, its #24 holding.
  • Wiser Advisor Group first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
  • Wiser Advisor Group's Walmart Inc position peaked at $1.83M in Q1 2026.
  • 4,403 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.