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Advisory Alpha’s Walmart Inc WMT Stock Holding History

Advisory Alpha’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 		$6.49M Buy
52,223
+24
+0% +$2.95K 0.18% 70
2025
Q4 		$5.82M Buy
52,199
+14,730
+39% +$1.58M 0.16% 74
2025
Q3 		$3.81M Buy
37,469
+6,142
+20% +$611K 0.11% 86
2025
Q2 		$3.06M Sell
31,327
-2,338
-7% -$223K 0.1% 93
2025
Q1 		$2.96M Buy
33,665
+4,257
+14% +$399K 0.1% 92
2024
Q4 		$2.66M Buy
29,408
+988
+3% +$85.7K 0.09% 89
2024
Q3 		$2.3M Buy
28,420
+1,075
+4% +$78.9K 0.08% 93
2024
Q2 		$1.85M Buy
27,345
+539
+2% +$33.9K 0.07% 109
2024
Q1 		$1.61M Buy
26,806
+232
+0.9% +$13.3K 0.07% 124
2023
Q4 		$1.4M Sell
26,574
-579
-2% -$30.6K 0.06% 120
2023
Q3 		$1.45M Buy
27,153
+1,266
+5% +$67.4K 0.07% 115
2023
Q2 		$1.36M Buy
25,887
+2,472
+11% +$125K 0.07% 128
2023
Q1 		$1.15M Buy
23,415
+1,095
+5% +$52K 0.07% 108
2022
Q4 		$1.05M Buy
22,320
+549
+3% +$26.1K 0.07% 100
2022
Q3 		$941K Buy
21,771
+2,274
+12% +$99.6K 0.07% 101
2022
Q2 		$790K Buy
19,497
+915
+5% +$42.2K 0.06% 117
2022
Q1 		$922K Buy
18,582
+450
+2% +$21.1K 0.06% 117
2021
Q4 		$875K Buy
18,132
+5,661
+45% +$270K 0.05% 134
2021
Q3 		$580K Sell
12,471
-5,565
-31% -$268K 0.04% 151
2021
Q2 		$848K Buy
+18,036
New +$840K 0.07% 101
2020
Q4 		– Sell
-18,924
Closed -$889K – 658
2020
Q3 		$889K Buy
+18,924
New +$841K 0.19% 37

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

Advisory Alpha's WMT Position: Q1 2026 in Review

Advisory Alpha increased its Walmart Inc (WMT) stake by 0.05% in Q1 2026, buying an estimated $2.95K and bringing the position to 52,223 shares worth $6.49M. The position accounts for 0.18% of the portfolio, ranked #70.

Advisory Alpha first reported a position in WMT in Q3 2020 and has held it in 21 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Advisory Alpha held 52,223 shares of Walmart Inc worth $6.49M as of Q1 2026.
  • Advisory Alpha bought 24 Walmart Inc shares in Q1 2026, an estimated $2.95K.
  • Walmart Inc made up 0.18% of Advisory Alpha's portfolio in Q1 2026, its #70 holding.
  • Advisory Alpha first reported a position in Walmart Inc in Q3 2020 and has held it in 21 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.