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Advyzon Investment Management’s Walmart Inc WMT Stock Holding History

Advyzon Investment 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 		$7.76M Sell
62,480
-4,574
-7% -$562K 0.7% 30
2025
Q4 		$7.47M Buy
67,054
+28,826
+75% +$3.1M 0.87% 24
2025
Q3 		$3.94M Sell
38,228
-14,022
-27% -$1.4M 0.68% 34
2025
Q2 		$5.11M Buy
52,250
+34,321
+191% +$3.27M 1.13% 17
2025
Q1 		$1.57M Sell
17,929
-673
-4% -$63.1K 0.56% 32
2024
Q4 		$1.68M Buy
+18,602
New +$1.61M 0.65% 29

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

Advyzon Investment Management's WMT Position: Q1 2026 in Review

Advyzon Investment Management reduced its Walmart Inc (WMT) stake by 6.8% in Q1 2026, selling an estimated $562K and leaving 62,480 shares worth $7.76M. The position accounts for 0.7% of the portfolio, ranked #30.

Advyzon Investment Management first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Advyzon Investment Management held 62,480 shares of Walmart Inc worth $7.76M as of Q1 2026.
  • Advyzon Investment Management sold 4,574 Walmart Inc shares in Q1 2026, an estimated $562K.
  • Walmart Inc made up 0.7% of Advyzon Investment Management's portfolio in Q1 2026, its #30 holding.
  • Advyzon Investment Management first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.