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Advus Financial Partners, LLC’s Walmart Inc WMT Stock Holding History

Advus Financial Partners, LLC’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 		$1.21M Sell
10,711
-939
-8% -$117K 0.28% 73
2026
Q1 		$1.45M Sell
11,650
-1,295
-10% -$159K 0.36% 55
2025
Q4 		$1.44M Sell
12,945
-1,218
-9% -$131K 0.35% 55
2025
Q3 		$1.46M Sell
14,163
-503
-3% -$50.1K 0.35% 55
2025
Q2 		$1.43M Buy
14,666
+2,932
+25% +$279K 0.37% 49
2025
Q1 		$1.03M Sell
11,734
-664
-5% -$62.3K 0.29% 55
2024
Q4 		$1.12M Buy
12,398
+1,121
+10% +$97.3K 0.32% 53
2024
Q3 		$911K Sell
11,277
-506
-4% -$37.2K 0.26% 58
2024
Q2 		$798K Buy
11,783
+1,381
+13% +$87K 0.24% 61
2024
Q1 		$626K Sell
10,402
-554
-5% -$31.7K 0.19% 72
2023
Q4 		$576K Buy
10,956
+90
+0.8% +$4.76K 0.2% 71
2023
Q3 		$579K Buy
10,866
+1,353
+14% +$72K 0.23% 66
2023
Q2 		$498K Buy
9,513
+612
+7% +$30.9K 0.19% 74
2023
Q1 		$438K Buy
8,901
+162
+2% +$7.69K 0.18% 79
2022
Q4 		$413K Sell
8,739
-300
-3% -$14.2K 0.18% 84
2022
Q3 		$391K Buy
9,039
+3,894
+76% +$171K 0.21% 76
2022
Q2 		$208K Buy
5,145
+27
+0.5% +$1.25K 0.11% 122
2022
Q1 		$254K Buy
+5,118
New +$240K 0.13% 99
2021
Q3 		$225K Buy
+4,668
New +$225K 0.12% 91

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

Advus Financial Partners, LLC's WMT Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Walmart Inc (WMT) stake by 8.1% in Q2 2026, selling an estimated $117K and leaving 10,711 shares worth $1.21M. The position accounts for 0.28% of the portfolio, ranked #73.

Advus Financial Partners, LLC first reported a position in WMT in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.46M in Q3 2025. 4,390 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Advus Financial Partners, LLC held 10,711 shares of Walmart Inc worth $1.21M as of Q2 2026.
  • Advus Financial Partners, LLC sold 939 Walmart Inc shares in Q2 2026, an estimated $117K.
  • Walmart Inc made up 0.28% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #73 holding.
  • Advus Financial Partners, LLC first reported a position in Walmart Inc in Q3 2021 and has held it in 19 quarters since.
  • Advus Financial Partners, LLC's Walmart Inc position peaked at $1.46M in Q3 2025.
  • 4,390 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.