Advisor Resource Council’s Walmart Inc WMT Stock Holding History

Advisor Resource Council’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	$1.32M	Sell	10,595 -502	-5%	-$61.6K	0.43%	36
2025 Q4	$1.37M	Buy	+11,097	New	+$1.19M	0.49%	38
2025 Q3	–	Sell	-6,365	Closed	-$622K	–	186
2025 Q2	$622K	Sell	6,365 -25,549	-80%	-$2.43M	0.24%	66
2025 Q1	$2.3M	Buy	+31,914	New	+$2.99M	0.19%	136
2024 Q4	–	Sell	-10,746	Closed	-$868K	–	275
2024 Q3	$868K	Buy	+10,746	New	+$789K	0.39%	61
2024 Q2	–	Sell	-2,941	Closed	-$464K	–	232
2024 Q1	$464K	Sell	2,941 -18,419	-86%	-$1.05M	0.2%	121
2023 Q4	$1.12M	Buy	21,360 +17,391	+438%	+$920K	0.13%	154
2023 Q3	$212K	Buy	3,969 +138	+4%	+$7.34K	0.11%	144
2023 Q2	$201K	Buy	+3,831	New	+$193K	0.09%	151
2022 Q3	–	Sell	-25,386	Closed	-$1.03M	–	518
2022 Q2	$1.03M	Buy	+25,386	New	+$1.17M	0.1%	191
2022 Q1	–	Sell	-22,740	Closed	-$1.1M	–	565
2021 Q4	$1.1M	Buy	+22,740	New	+$1.09M	0.09%	229
2021 Q3	–	Sell	-14,985	Closed	-$704K	–	509
2021 Q2	$704K	Buy	+14,985	New	+$698K	0.07%	250

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

Advisor Resource Council's WMT Position: Q1 2026 in Review

Advisor Resource Council reduced its Walmart Inc (WMT) stake by 4.5% in Q1 2026, selling an estimated $61.6K and leaving 10,595 shares worth $1.32M. The position accounts for 0.43% of the portfolio, ranked #36.

Advisor Resource Council first reported a position in WMT in Q2 2021 and has held it in 12 quarters since. The position peaked at $2.3M in Q1 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Advisor Resource Council held 10,595 shares of Walmart Inc worth $1.32M as of Q1 2026.
Advisor Resource Council sold 502 Walmart Inc shares in Q1 2026, an estimated $61.6K.
Walmart Inc made up 0.43% of Advisor Resource Council's portfolio in Q1 2026, its #36 holding.
Advisor Resource Council first reported a position in Walmart Inc in Q2 2021 and has held it in 12 quarters since.
Advisor Resource Council's Walmart Inc position peaked at $2.3M in Q1 2025.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.