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
2021 Q4	–	Sell	-1,950,000	Closed	-$90.6M	–	591
2021 Q3	$90.6M	Buy	+1,950,000	New	+$93.9M	2.34%	14

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

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.