Alesco Advisors’s Walmart Inc WMT Stock Holding History

Alesco 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	$314K	Buy	2,529 +558	+28%	+$68.5K	0.01%	201
2025 Q4	$220K	Sell	1,971 -80	-4%	-$8.59K	0.01%	190
2025 Q3	$211K	Buy	+2,051	New	+$204K	0.01%	189
2025 Q2	–	Sell	-2,321	Closed	-$204K	–	196
2025 Q1	$204K	Sell	2,321 -546	-19%	-$51.2K	0.01%	176
2024 Q4	$259K	Sell	2,867 -64	-2%	-$5.55K	0.01%	164
2024 Q3	$237K	Buy	+2,931	New	+$215K	0.01%	168

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

Alesco Advisors's WMT Position: Q1 2026 in Review

Alesco Advisors increased its Walmart Inc (WMT) stake by 28% in Q1 2026, buying an estimated $68.5K and bringing the position to 2,529 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #201.

Alesco Advisors first reported a position in WMT in Q3 2024 and has held it in 6 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Alesco Advisors held 2,529 shares of Walmart Inc worth $314K as of Q1 2026.
Alesco Advisors bought 558 Walmart Inc shares in Q1 2026, an estimated $68.5K.
Walmart Inc made up 0.01% of Alesco Advisors's portfolio in Q1 2026, its #201 holding.
Alesco Advisors first reported a position in Walmart Inc in Q3 2024 and has held it in 6 quarters since.
4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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