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Apriem Advisors’s Walmart Inc WMT Stock Holding History

Apriem 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 		$675K Buy
5,435
+344
+7% +$42.2K 0.06% 106
2025
Q4 		$567K Sell
5,091
-430
-8% -$46.2K 0.05% 113
2025
Q3 		$569K Buy
5,521
+215
+4% +$21.4K 0.05% 112
2025
Q2 		$519K Buy
5,306
+1,488
+39% +$142K 0.06% 114
2025
Q1 		$335K Buy
3,818
+963
+34% +$90.3K 0.04% 132
2024
Q4 		$258K Buy
2,855
+217
+8% +$18.8K 0.03% 159
2024
Q3 		$213K Buy
+2,638
New +$194K 0.02% 167
2019
Q1 		– Sell
-7,956
Closed -$247K – 142
2018
Q4 		$247K Buy
7,956
+408
+5% +$13.1K 0.09% 107
2018
Q3 		$236K Sell
7,548
-102
-1% -$3.12K 0.05% 127
2018
Q2 		$218K Hold
7,650
– – 0.05% 123
2018
Q1 		$227K Buy
+7,650
New +$246K 0.06% 115
2017
Q2 		– Sell
-3,090
Closed -$74K – 552
2017
Q1 		$74K Sell
3,090
-213,468
-99% -$4.91M 0.02% 198
2016
Q4 		$4.99M Sell
216,558
-969
-0.4% -$22.6K 1.48% 18
2016
Q3 		$5.23M Buy
217,527
+5,811
+3% +$141K 1.56% 21
2016
Q2 		$5.15M Buy
211,716
+5,406
+3% +$125K 1.68% 18
2016
Q1 		$4.71M Buy
206,310
+202,737
+5,674% +$4.45M 1.85% 17
2015
Q4 		$73K Hold
3,573
– – 0.03% 169
2015
Q3 		$77K Buy
3,573
+3
+0.1% +$69 0.03% 160
2015
Q2 		$84K Buy
3,570
+759
+27% +$19.4K 0.03% 154
2015
Q1 		$77K Buy
2,811
+1,203
+75% +$34.1K 0.03% 165
2014
Q4 		$46K Hold
1,608
– – 0.02% 199
2014
Q3 		$41K Buy
1,608
+1,308
+436% +$33K 0.02% 228
2014
Q2 		$8K Sell
300
-1,299
-81% -$33.4K ﹤0.01% 361
2014
Q1 		$41K Buy
1,599
+3
+0.2% +$75 0.02% 236
2013
Q4 		$42K Hold
1,596
– – 0.02% 222
2013
Q3 		$39K Buy
1,596
+3
+0.2% +$76 0.02% 223
2013
Q2 		$40K Buy
+1,593
New +$40.8K 0.02% 210

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

Apriem Advisors's WMT Position: Q1 2026 in Review

Apriem Advisors increased its Walmart Inc (WMT) stake by 6.8% in Q1 2026, buying an estimated $42.2K and bringing the position to 5,435 shares worth $675K. The position accounts for 0.06% of the portfolio, ranked #106.

Apriem Advisors first reported a position in WMT in Q2 2013 and has held it in 27 quarters since. The position peaked at $5.23M in Q3 2016. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Apriem Advisors held 5,435 shares of Walmart Inc worth $675K as of Q1 2026.
  • Apriem Advisors bought 344 Walmart Inc shares in Q1 2026, an estimated $42.2K.
  • Walmart Inc made up 0.06% of Apriem Advisors's portfolio in Q1 2026, its #106 holding.
  • Apriem Advisors first reported a position in Walmart Inc in Q2 2013 and has held it in 27 quarters since.
  • Apriem Advisors's Walmart Inc position peaked at $5.23M in Q3 2016.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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