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Aire Advisors’s Walmart Inc WMT Stock Holding History

Aire 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 		$530K Buy
4,264
+342
+9% +$42K 0.1% 101
2025
Q4 		$437K Buy
3,922
+7
+0.2% +$752 0.08% 103
2025
Q3 		$403K Buy
3,915
+52
+1% +$5.18K 0.07% 118
2025
Q2 		$378K Buy
3,863
+13
+0.3% +$1.24K 0.07% 116
2025
Q1 		$338K Sell
3,850
-584
-13% -$54.8K 0.07% 117
2024
Q4 		$401K Hold
4,434
– – 0.08% 118
2024
Q3 		$358K Sell
4,434
-71
-2% -$5.21K 0.08% 114
2024
Q2 		$305K Buy
4,505
+19
+0.4% +$1.2K 0.07% 120
2024
Q1 		$270K Buy
4,486
+262
+6% +$15K 0.06% 124
2023
Q4 		$222K Sell
4,224
-5,436
-56% -$288K 0.06% 132
2023
Q3 		$515K Buy
9,660
+696
+8% +$37K 0.14% 83
2023
Q2 		$470K Sell
8,964
-78
-0.9% -$3.94K 0.12% 89
2023
Q1 		$445K Sell
9,042
-816
-8% -$38.7K 0.12% 87
2022
Q4 		$466K Sell
9,858
-1,320
-12% -$62.7K 0.14% 83
2022
Q3 		$483K Buy
11,178
+903
+9% +$39.6K 0.17% 79
2022
Q2 		$418K Buy
10,275
+3,204
+45% +$148K 0.15% 84
2022
Q1 		$351K Buy
7,071
+1,050
+17% +$49.3K 0.13% 97
2021
Q4 		$290K Buy
+6,021
New +$287K 0.13% 88

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

Aire Advisors's WMT Position: Q1 2026 in Review

Aire Advisors increased its Walmart Inc (WMT) stake by 8.7% in Q1 2026, buying an estimated $42K and bringing the position to 4,264 shares worth $530K. The position accounts for 0.1% of the portfolio, ranked #101.

Aire Advisors first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Aire Advisors held 4,264 shares of Walmart Inc worth $530K as of Q1 2026.
  • Aire Advisors bought 342 Walmart Inc shares in Q1 2026, an estimated $42K.
  • Walmart Inc made up 0.1% of Aire Advisors's portfolio in Q1 2026, its #101 holding.
  • Aire Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Aire Advisors's 13F filing for Q1 2026, filed 6 May 2026.