AIA
WMT icon

AIMZ Investment Advisors’s Walmart Inc WMT Stock Holding History

AIMZ Investment Advisors’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 		$5.73M Sell
46,104
-714
-2% -$87.7K 1.77% 13
2025
Q4 		$5.22M Sell
46,818
-495
-1% -$53.1K 1.49% 19
2025
Q3 		$4.88M Sell
47,313
-44
-0.1% -$4.38K 1.53% 21
2025
Q2 		$4.63M Sell
47,357
-1,771
-4% -$169K 1.55% 20
2025
Q1 		$4.31M Sell
49,128
-47
-0.1% -$4.41K 1.51% 21
2024
Q4 		$4.44M Sell
49,175
-627
-1% -$54.4K 1.54% 19
2024
Q3 		$4.02M Sell
49,802
-523
-1% -$38.4K 1.37% 25
2024
Q2 		$3.41M Sell
50,325
-194
-0.4% -$12.2K 1.22% 24
2024
Q1 		$3.04M Sell
50,519
-1,798
-3% -$103K 1.13% 29
2023
Q4 		$2.75M Sell
52,317
-300
-0.6% -$15.9K 1.11% 30
2023
Q3 		$2.8M Sell
52,617
-297
-0.6% -$15.8K 1.25% 27
2023
Q2 		$2.77M Buy
52,914
+9
+0% +$454 1.19% 30
2023
Q1 		$2.6M Sell
52,905
-486
-0.9% -$23.1K 1.16% 30
2022
Q4 		$2.52M Sell
53,391
-750
-1% -$35.6K 1.19% 32
2022
Q3 		$2.34M Sell
54,141
-522
-1% -$22.9K 1.18% 30
2022
Q2 		$2.21M Sell
54,663
-144
-0.3% -$6.64K 1.06% 36
2022
Q1 		$2.72M Sell
54,807
-1,797
-3% -$84.4K 1.12% 33
2021
Q4 		$2.73M Buy
56,604
+1,800
+3% +$85.9K 1.06% 34
2021
Q3 		$2.55M Buy
54,804
+3
+0% +$145 1.15% 32
2021
Q2 		$2.58M Sell
54,801
-66
-0.1% -$3.07K 1.16% 33
2021
Q1 		$2.48M Buy
54,867
+3
+0% +$139 1.22% 32
2020
Q4 		$2.64M Buy
54,864
+600
+1% +$29.1K 1.38% 26
2020
Q3 		$2.53M Sell
54,264
-1,347
-2% -$59.9K 1.52% 24
2020
Q2 		$2.22M Sell
55,611
-1,044
-2% -$42.9K 1.44% 26
2020
Q1 		$2.15M Sell
56,655
-597
-1% -$23K 1.67% 21
2019
Q4 		$2.27M Sell
57,252
-1,200
-2% -$47.7K 1.47% 28
2019
Q3 		$2.31M Sell
58,452
-1,239
-2% -$46.8K 1.59% 24
2019
Q2 		$2.2M Buy
59,691
+6
+0% +$207 1.52% 25
2019
Q1 		$1.94M Sell
59,685
-144
-0.2% -$4.67K 1.33% 29
2018
Q4 		$1.86M Sell
59,829
-1,761
-3% -$56.5K 1.43% 28
2018
Q3 		$1.93M Sell
61,590
-297
-0.5% -$9.08K 1.24% 30
2018
Q2 		$1.77M Sell
61,887
-291
-0.5% -$8.27K 1.25% 29
2018
Q1 		$1.84M Sell
62,178
-444
-0.7% -$14.3K 1.34% 27
2017
Q4 		$2.06M Buy
62,622
+300
+0.5% +$9.18K 1.55% 22
2017
Q3 		$1.62M Buy
62,322
+3
+0% +$79 1.33% 28
2017
Q2 		$1.57M Sell
62,319
-1,338
-2% -$34K 1.32% 27
2017
Q1 		$1.53M Buy
63,657
+6
+0% +$138 1.29% 27
2016
Q4 		$1.47M Sell
63,651
-630
-1% -$14.7K 1.31% 27
2016
Q3 		$1.54M Sell
64,281
-294
-0.5% -$7.13K 1.38% 26
2016
Q2 		$1.57M Sell
64,575
-66,531
-51% -$1.54M 1.44% 24
2016
Q1 		$3.29M Buy
131,106
+66,345
+102% +$1.45M 1.45% 23
2015
Q4 		$1.32M Sell
64,761
-1,569
-2% -$31.5K 1.21% 32
2015
Q3 		$1.43M Buy
66,330
+681
+1% +$15.6K 1.32% 28
2015
Q2 		$1.55M Buy
65,649
+9
+0% +$229 1.35% 27
2015
Q1 		$1.8M Buy
65,640
+2,037
+3% +$57.8K 1.54% 21
2014
Q4 		$1.82M Buy
+63,603
New +$1.72M 1.62% 23

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

AIMZ Investment Advisors's WMT Position: Q1 2026 in Review

AIMZ Investment Advisors reduced its Walmart Inc (WMT) stake by 1.5% in Q1 2026, selling an estimated $87.7K and leaving 46,104 shares worth $5.73M. The position accounts for 1.77% of the portfolio, ranked #13.

AIMZ Investment Advisors first reported a position in WMT in Q4 2014 and has held it in 46 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • AIMZ Investment Advisors held 46,104 shares of Walmart Inc worth $5.73M as of Q1 2026.
  • AIMZ Investment Advisors sold 714 Walmart Inc shares in Q1 2026, an estimated $87.7K.
  • Walmart Inc made up 1.77% of AIMZ Investment Advisors's portfolio in Q1 2026, its #13 holding.
  • AIMZ Investment Advisors first reported a position in Walmart Inc in Q4 2014 and has held it in 46 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on AIMZ Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.