Worth Financial Advisory Group’s Walmart Inc WMT Stock Holding History

Worth Financial Advisory 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	$1.71M	Buy	+15,094	New	+$1.87M	0.71%	35
2026 Q1	–	Sell	-14,884	Closed	-$1.66M	–	188
2025 Q4	$1.66M	Buy	14,884 +1,138	+8%	+$122K	0.8%	26
2025 Q3	$1.42M	Sell	13,746 -54	-0.4%	-$5.38K	0.79%	27
2025 Q2	$1.35M	Buy	13,800 +304	+2%	+$29K	0.83%	27
2025 Q1	$1.18M	Buy	13,496 +5,651	+72%	+$530K	0.75%	33
2024 Q4	$709K	Sell	7,845 -781	-9%	-$67.8K	0.44%	58
2024 Q3	$697K	Sell	8,626 -379	-4%	-$27.8K	0.41%	62
2024 Q2	$610K	Buy	9,005 +447	+5%	+$28.1K	0.4%	64
2024 Q1	$515K	Buy	8,558 +182	+2%	+$10.4K	0.36%	74
2023 Q4	$440K	Sell	8,376 -105	-1%	-$5.56K	0.35%	78
2023 Q3	$452K	Sell	8,481 -285	-3%	-$15.2K	0.41%	70
2023 Q2	$459K	Sell	8,766 -165	-2%	-$8.32K	0.43%	68
2023 Q1	$439K	Buy	8,931 +438	+5%	+$20.8K	0.42%	65
2022 Q4	$401K	Buy	+8,493	New	+$403K	0.47%	60

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Worth Financial Advisory Group's WMT Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Walmart Inc (WMT) in Q2 2026: 15,094 shares worth $1.71M. The stake represents 0.71% of the portfolio and ranks #35 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in WMT as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Worth Financial Advisory Group held 15,094 shares of Walmart Inc worth $1.71M as of Q2 2026.
Walmart Inc was a new Worth Financial Advisory Group position in Q2 2026.
Walmart Inc made up 0.71% of Worth Financial Advisory Group's portfolio in Q2 2026, its #35 holding.
Worth Financial Advisory Group first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.