Accuvest Global Advisors’s Walmart Inc WMT Stock Holding History

Accuvest Global 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	$3.37M	Sell	27,123 -17,896	-40%	-$2.2M	3.14%	14
2025 Q4	$5.02M	Sell	45,019 -13,251	-23%	-$1.42M	3.7%	7
2025 Q3	$6M	Buy	58,270 +4,935	+9%	+$491K	3.74%	5
2025 Q2	$5.21M	Buy	53,335 +7,063	+15%	+$673K	3.39%	6
2025 Q1	$4.06M	Sell	46,272 -15,672	-25%	-$1.47M	3.46%	5
2024 Q4	$5.63M	Buy	61,944 +10,466	+20%	+$908K	7.88%	3
2024 Q3	$4.19M	Buy	+51,478	New	+$3.78M	3.6%	8
2024 Q2	–	Sell	-3,365	Closed	-$202K	–	112
2024 Q1	$202K	Buy	+3,365	New	+$193K	0.09%	111
2019 Q1	–	Sell	-18,711	Closed	-$581K	–	135
2018 Q4	$581K	Buy	+18,711	New	+$600K	0.3%	56
2018 Q1	–	Sell	-171	Closed	-$6K	–	112
2017 Q4	$6K	Buy	+171	New	+$5.23K	﹤0.01%	86

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Accuvest Global Advisors's WMT Position: Q1 2026 in Review

Accuvest Global Advisors reduced its Walmart Inc (WMT) stake by 40% in Q1 2026, selling an estimated $2.2M and leaving 27,123 shares worth $3.37M. The position accounts for 3.14% of the portfolio, ranked #14.

Accuvest Global Advisors first reported a position in WMT in Q4 2017 and has held it in 10 quarters since. The position peaked at $6M in Q3 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Accuvest Global Advisors held 27,123 shares of Walmart Inc worth $3.37M as of Q1 2026.
Accuvest Global Advisors sold 17,896 Walmart Inc shares in Q1 2026, an estimated $2.2M.
Walmart Inc made up 3.14% of Accuvest Global Advisors's portfolio in Q1 2026, its #14 holding.
Accuvest Global Advisors first reported a position in Walmart Inc in Q4 2017 and has held it in 10 quarters since.
Accuvest Global Advisors's Walmart Inc position peaked at $6M in Q3 2025.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Accuvest Global Advisors's 13F filing for Q1 2026, filed 11 May 2026.