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Zinnia Wealth Advisory’s Walmart Inc WMT Stock Holding History

Zinnia Wealth Advisory’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 		$1.39M Sell
12,308
-1,006
-8% -$125K 1.42% 20
2026
Q1 		$1.65M Buy
13,314
+516
+4% +$63.4K 1.85% 15
2025
Q4 		$1.43M Buy
+12,798
New +$1.37M 1.54% 17

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

Zinnia Wealth Advisory's WMT Position: Q2 2026 in Review

Zinnia Wealth Advisory reduced its Walmart Inc (WMT) stake by 7.6% in Q2 2026, selling an estimated $125K and leaving 12,308 shares worth $1.39M. The position accounts for 1.42% of the portfolio, ranked #20.

Zinnia Wealth Advisory first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.65M in Q1 2026. 4,391 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Zinnia Wealth Advisory held 12,308 shares of Walmart Inc worth $1.39M as of Q2 2026.
  • Zinnia Wealth Advisory sold 1,006 Walmart Inc shares in Q2 2026, an estimated $125K.
  • Walmart Inc made up 1.42% of Zinnia Wealth Advisory's portfolio in Q2 2026, its #20 holding.
  • Zinnia Wealth Advisory first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Zinnia Wealth Advisory's Walmart Inc position peaked at $1.65M in Q1 2026.
  • 4,391 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.