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Advisor OS’s Walmart Inc WMT Stock Holding History

Advisor OS’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 		$4.56M Sell
36,669
-1,432
-4% -$176K 0.33% 51
2025
Q4 		$4.24M Buy
38,101
+2,529
+7% +$272K 0.34% 48
2025
Q3 		$3.67M Buy
35,572
+3,572
+11% +$356K 0.32% 48
2025
Q2 		$3.13M Buy
32,000
+3,855
+14% +$367K 0.31% 50
2025
Q1 		$2.47M Sell
28,145
-3,558
-11% -$334K 0.28% 55
2024
Q4 		$2.86M Buy
31,703
+662
+2% +$57.4K 0.33% 55
2024
Q3 		$2.51M Buy
31,041
+3,778
+14% +$277K 0.25% 74
2024
Q2 		$1.85M Sell
27,263
-19
-0.1% -$1.2K 0.2% 92
2024
Q1 		$1.64M Buy
27,282
+4,077
+18% +$233K 0.19% 96
2023
Q4 		$1.22M Buy
23,205
+11,502
+98% +$609K 0.16% 119
2023
Q3 		$624K Buy
11,703
+375
+3% +$20K 0.09% 176
2023
Q2 		$594K Sell
11,328
-42
-0.4% -$2.12K 0.1% 188
2023
Q1 		$559K Buy
11,370
+63
+0.6% +$2.99K 0.13% 158
2022
Q4 		$534K Buy
11,307
+3,573
+46% +$170K 0.14% 147
2022
Q3 		$335K Buy
7,734
+615
+9% +$26.9K 0.1% 157
2022
Q2 		$288K Buy
7,119
+90
+1% +$4.15K 0.08% 175
2022
Q1 		$348K Sell
7,029
-3,585
-34% -$168K 0.1% 167
2021
Q4 		$512K Buy
10,614
+696
+7% +$33.2K 0.1% 164
2021
Q3 		$461K Sell
9,918
-540
-5% -$26K 0.1% 158
2021
Q2 		$492K Sell
10,458
-81
-0.8% -$3.77K 0.1% 143
2021
Q1 		$478K Buy
10,539
+237
+2% +$11K 0.11% 122
2020
Q4 		$495K Buy
+10,302
New +$500K 0.13% 86

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

Advisor OS's WMT Position: Q1 2026 in Review

Advisor OS reduced its Walmart Inc (WMT) stake by 3.8% in Q1 2026, selling an estimated $176K and leaving 36,669 shares worth $4.56M. The position accounts for 0.33% of the portfolio, ranked #51.

Advisor OS first reported a position in WMT in Q4 2020 and has held it in 22 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Advisor OS held 36,669 shares of Walmart Inc worth $4.56M as of Q1 2026.
  • Advisor OS sold 1,432 Walmart Inc shares in Q1 2026, an estimated $176K.
  • Walmart Inc made up 0.33% of Advisor OS's portfolio in Q1 2026, its #51 holding.
  • Advisor OS first reported a position in Walmart Inc in Q4 2020 and has held it in 22 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.