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WMG Financial Advisors’s Walmart Inc WMT Stock Holding History

WMG Financial 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 		$2.69M Sell
23,728
-90
-0.4% -$11.2K 1.01% 15
2026
Q1 		$2.96M Buy
23,818
+1,109
+5% +$136K 1.23% 17
2025
Q4 		$2.53M Sell
22,709
-86
-0.4% -$9.23K 1.04% 20
2025
Q3 		$2.35M Buy
22,795
+222
+1% +$22.1K 0.78% 22
2025
Q2 		$2.21M Buy
22,573
+75
+0.3% +$7.15K 0.82% 21
2025
Q1 		$1.98M Sell
22,498
-28
-0.1% -$2.63K 0.84% 17
2024
Q4 		$2.04M Buy
22,526
+78
+0.3% +$6.77K 0.88% 19
2024
Q3 		$1.81M Sell
22,448
-48
-0.2% -$3.52K 0.82% 22
2024
Q2 		$1.52M Buy
22,496
+1
+0% +$63 0.81% 22
2024
Q1 		$1.35M Buy
22,495
+919
+4% +$52.6K 0.77% 23
2023
Q4 		$1.13M Sell
21,576
-3,396
-14% -$180K 0.74% 29
2023
Q3 		$1.33M Sell
24,972
-171
-0.7% -$9.1K 1.13% 16
2023
Q2 		$1.32M Buy
25,143
+528
+2% +$26.6K 0.97% 20
2023
Q1 		$1.25M Sell
24,615
-1,047
-4% -$49.7K 1.03% 32
2022
Q4 		$1.21M Sell
25,662
-72
-0.3% -$3.42K 1.03% 26
2022
Q3 		$1.11M Buy
25,734
+90
+0.4% +$3.94K 1% 25
2022
Q2 		$1.04M Sell
25,644
-126
-0.5% -$5.81K 0.9% 27
2022
Q1 		$1.28M Buy
25,770
+642
+3% +$30.1K 0.94% 23
2021
Q4 		$1.21M Buy
+25,128
New +$1.2M 0.95% 28

Other funds holding WMT

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

WMG Financial Advisors's WMT Position: Q2 2026 in Review

WMG Financial Advisors reduced its Walmart Inc (WMT) stake by 0.38% in Q2 2026, selling an estimated $11.2K and leaving 23,728 shares worth $2.69M. The position accounts for 1.01% of the portfolio, ranked #15.

WMG Financial Advisors first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.96M in Q1 2026. 1,904 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • WMG Financial Advisors held 23,728 shares of Walmart Inc worth $2.69M as of Q2 2026.
  • WMG Financial Advisors sold 90 Walmart Inc shares in Q2 2026, an estimated $11.2K.
  • Walmart Inc made up 1.01% of WMG Financial Advisors's portfolio in Q2 2026, its #15 holding.
  • WMG Financial Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • WMG Financial Advisors's Walmart Inc position peaked at $2.96M in Q1 2026.
  • 1,904 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.