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Aptus Capital Advisors’s Walmart Inc WMT Stock Holding History

Aptus Capital 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 		$75.6M Sell
608,573
-49,093
-7% -$6.03M 0.59% 33
2025
Q4 		$73.3M Buy
657,666
+27,189
+4% +$2.92M 0.52% 39
2025
Q3 		$65M Sell
630,477
-16,547
-3% -$1.65M 0.47% 48
2025
Q2 		$63.3M Buy
647,024
+34,455
+6% +$3.28M 0.52% 39
2025
Q1 		$53.8M Buy
612,569
+56,437
+10% +$5.29M 0.55% 41
2024
Q4 		$50.3M Buy
556,132
+93,951
+20% +$8.15M 0.53% 46
2024
Q3 		$37.3M Buy
462,181
+53,231
+13% +$3.91M 0.56% 43
2024
Q2 		$27.7M Buy
408,950
+48,540
+13% +$3.06M 0.49% 47
2024
Q1 		$21.7M Buy
360,410
+48,938
+16% +$2.8M 0.4% 55
2023
Q4 		$16.4M Sell
311,472
-5,949
-2% -$315K 0.45% 53
2023
Q3 		$16.9M Buy
317,421
+109,593
+53% +$5.83M 0.46% 50
2023
Q2 		$10.9M Sell
207,828
-11,112
-5% -$561K 0.26% 85
2023
Q1 		$10.8M Sell
218,940
-70,869
-24% -$3.36M 0.29% 72
2022
Q4 		$13.7M Buy
289,809
+10,134
+4% +$481K 0.42% 48
2022
Q3 		$12.1M Buy
279,675
+128,157
+85% +$5.61M 0.29% 50
2022
Q2 		$6.14M Sell
151,518
-28,548
-16% -$1.32M 0.16% 89
2022
Q1 		$8.95M Buy
180,066
+53,802
+43% +$2.53M 0.22% 66
2021
Q4 		$6.09M Buy
126,264
+15,075
+14% +$720K 0.18% 74
2021
Q3 		$5.17M Buy
111,189
+13,803
+14% +$665K 0.13% 81
2021
Q2 		$4.58M Buy
97,386
+11,532
+13% +$537K 0.13% 78
2021
Q1 		$3.89M Sell
85,854
-26,088
-23% -$1.21M 0.14% 83
2020
Q4 		$5.38M Buy
111,942
+16,851
+18% +$818K 0.25% 65
2020
Q3 		$4.43M Buy
95,091
+2,712
+3% +$121K 0.24% 69
2020
Q2 		$3.69M Sell
92,379
-37,803
-29% -$1.55M 0.23% 67
2020
Q1 		$4.93M Buy
130,182
+54,105
+71% +$2.08M 0.43% 45
2019
Q4 		$3.01M Buy
76,077
+60,141
+377% +$2.39M 0.21% 91
2019
Q3 		$630K Sell
15,936
-204
-1% -$7.7K 0.04% 219
2019
Q2 		$594K Sell
16,140
-309
-2% -$10.6K 0.08% 194
2019
Q1 		$534K Buy
+16,449
New +$533K 0.09% 158

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

Aptus Capital Advisors's WMT Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Walmart Inc (WMT) stake by 7.5% in Q1 2026, selling an estimated $6.03M and leaving 608,573 shares worth $75.6M. The position accounts for 0.59% of the portfolio, ranked #33.

Aptus Capital Advisors first reported a position in WMT in Q1 2019 and has held it in 29 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Aptus Capital Advisors held 608,573 shares of Walmart Inc worth $75.6M as of Q1 2026.
  • Aptus Capital Advisors sold 49,093 Walmart Inc shares in Q1 2026, an estimated $6.03M.
  • Walmart Inc made up 0.59% of Aptus Capital Advisors's portfolio in Q1 2026, its #33 holding.
  • Aptus Capital Advisors first reported a position in Walmart Inc in Q1 2019 and has held it in 29 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.