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Accelerate Investment Advisors’s Walmart Inc WMT Stock Holding History

Accelerate Investment 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
Q1 		$351K Sell
2,824
-563
-17% -$69.1K 0.23% 67
2025
Q4 		$377K Buy
3,387
+161
+5% +$17.3K 0.25% 60
2025
Q3 		$332K Sell
3,226
-71
-2% -$7.07K 0.23% 68
2025
Q2 		$322K Sell
3,297
-253
-7% -$24.1K 0.24% 67
2025
Q1 		$312K Buy
3,550
+531
+18% +$49.8K 0.26% 65
2024
Q4 		$273K Buy
+3,019
New +$262K 0.24% 66

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Accelerate Investment Advisors's WMT Position: Q1 2026 in Review

Accelerate Investment Advisors reduced its Walmart Inc (WMT) stake by 17% in Q1 2026, selling an estimated $69.1K and leaving 2,824 shares worth $351K. The position accounts for 0.23% of the portfolio, ranked #67.

Accelerate Investment Advisors first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $377K in Q4 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Accelerate Investment Advisors held 2,824 shares of Walmart Inc worth $351K as of Q1 2026.
  • Accelerate Investment Advisors sold 563 Walmart Inc shares in Q1 2026, an estimated $69.1K.
  • Walmart Inc made up 0.23% of Accelerate Investment Advisors's portfolio in Q1 2026, its #67 holding.
  • Accelerate Investment Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • Accelerate Investment Advisors's Walmart Inc position peaked at $377K in Q4 2025.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Accelerate Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.