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Adapt Wealth Advisors’s Walmart Inc WMT Stock Holding History

Adapt Wealth 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 		$366K Hold
2,943
– – 0.13% 69
2025
Q4 		$328K Sell
2,943
-162
-5% -$17.4K 0.11% 79
2025
Q3 		$320K Buy
3,105
+257
+9% +$25.6K 0.12% 81
2025
Q2 		$278K Sell
2,848
-167
-6% -$15.9K 0.12% 52
2025
Q1 		$265K Sell
3,015
-180
-6% -$16.9K 0.13% 51
2024
Q4 		$289K Hold
3,195
– – 0.14% 61
2024
Q3 		$258K Buy
3,195
+130
+4% +$9.55K 0.14% 60
2024
Q2 		$208K Buy
+3,065
New +$193K 0.13% 63

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

Adapt Wealth Advisors's WMT Position: Q1 2026 in Review

Adapt Wealth Advisors held its Walmart Inc (WMT) position steady in Q1 2026 at 2,943 shares worth $366K. The position accounts for 0.13% of the portfolio, ranked #69.

Adapt Wealth Advisors first reported a position in WMT in Q2 2024 and has held it in 8 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Adapt Wealth Advisors held 2,943 shares of Walmart Inc worth $366K as of Q1 2026.
  • Adapt Wealth Advisors left its Walmart Inc share count unchanged in Q1 2026.
  • Walmart Inc made up 0.13% of Adapt Wealth Advisors's portfolio in Q1 2026, its #69 holding.
  • Adapt Wealth Advisors first reported a position in Walmart Inc in Q2 2024 and has held it in 8 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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