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Advance Capital Management’s Walmart Inc WMT Stock Holding History

Advance Capital Management’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 		$1.18M Sell
9,458
-149
-2% -$18.3K 0.04% 56
2025
Q4 		$1.07M Sell
9,607
-40
-0.4% -$4.29K 0.05% 61
2025
Q3 		$994K Sell
9,647
-79
-0.8% -$7.86K 0.04% 63
2025
Q2 		$951K Buy
9,726
+271
+3% +$25.8K 0.04% 64
2025
Q1 		$830K Buy
9,455
+65
+0.7% +$6.1K 0.04% 69
2024
Q4 		$848K Sell
9,390
-308
-3% -$26.7K 0.04% 61
2024
Q3 		$783K Buy
9,698
+2,901
+43% +$213K 0.03% 66
2024
Q2 		$460K Buy
6,797
+249
+4% +$15.7K 0.02% 93
2024
Q1 		$394K Sell
6,548
-622
-9% -$35.6K 0.03% 100
2023
Q4 		$377K Buy
7,170
+135
+2% +$7.14K 0.03% 82
2023
Q3 		$375K Buy
7,035
+48
+0.7% +$2.55K 0.03% 80
2023
Q2 		$366K Buy
6,987
+183
+3% +$9.23K 0.04% 78
2023
Q1 		$334K Buy
6,804
+30
+0.4% +$1.42K 0.06% 76
2022
Q4 		$320K Buy
6,774
+75
+1% +$3.56K 0.04% 72
2022
Q3 		$290K Buy
6,699
+117
+2% +$5.13K 0.04% 66
2022
Q2 		$267K Buy
6,582
+201
+3% +$9.27K 0.03% 67
2022
Q1 		$317K Hold
6,381
– – 0.04% 59
2021
Q4 		$308K Buy
+6,381
New +$305K 0.06% 65

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

Advance Capital Management's WMT Position: Q1 2026 in Review

Advance Capital Management reduced its Walmart Inc (WMT) stake by 1.6% in Q1 2026, selling an estimated $18.3K and leaving 9,458 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #56.

Advance Capital Management first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Advance Capital Management held 9,458 shares of Walmart Inc worth $1.18M as of Q1 2026.
  • Advance Capital Management sold 149 Walmart Inc shares in Q1 2026, an estimated $18.3K.
  • Walmart Inc made up 0.04% of Advance Capital Management's portfolio in Q1 2026, its #56 holding.
  • Advance Capital Management first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.