Arax Advisory Partners’s Walmart Inc WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.56M Sell
52,767
-41,188
-44% -$5.06M 0.19% 112
2025
Q4
$10.5M Sell
93,955
-197,808
-68% -$21.2M 0.3% 72
2025
Q3
$30.1M Buy
291,763
+269,228
+1,195% +$26.8M 0.43% 30
2025
Q2
$2.76M Buy
22,535
+4,060
+22% +$387K 0.13% 126
2025
Q1
$1.62M Sell
18,475
-10,315
-36% -$968K 0.1% 127
2024
Q4
$2.6M Buy
28,790
+18,009
+167% +$1.56M 0.16% 94
2024
Q3
$871K Buy
10,781
+3,475
+48% +$255K 0.08% 130
2024
Q2
$495K Buy
7,306
+2,948
+68% +$186K 0.05% 197
2024
Q1
$262K Buy
4,358
+20
+0.5% +$1.14K 0.03% 262
2023
Q4
$228K Hold
4,338
0.03% 274
2023
Q3
$231K Sell
4,338
-9
-0.2% -$479 0.03% 236
2023
Q2
$228K Buy
4,347
+36
+0.8% +$1.82K 0.03% 224
2023
Q1
$212K Buy
4,311
+18
+0.4% +$854 0.03% 231
2022
Q4
$203K Buy
4,293
+126
+3% +$5.98K 0.03% 222
2022
Q3
$180K Sell
4,167
-1,983
-32% -$86.9K 0.03% 223
2022
Q2
$249K Sell
6,150
-261
-4% -$12K 0.04% 190
2022
Q1
$318K Sell
6,411
-72
-1% -$3.38K 0.04% 176
2021
Q4
$313K Buy
6,483
+1,080
+20% +$51.6K 0.04% 186
2021
Q3
$251K Buy
5,403
+42
+0.8% +$2.02K 0.03% 212
2021
Q2
$252K Buy
+5,361
New +$250K 0.03% 210
2020
Q4
$257K Hold
5,355
0.04% 173
2020
Q3
$250K Sell
5,355
-822
-13% -$36.5K 0.04% 146
2020
Q2
$247K Sell
6,177
-246
-4% -$10.1K 0.04% 145
2020
Q1
$243K Sell
6,423
-54
-0.8% -$2.08K 0.06% 118
2019
Q4
$257K Hold
6,477
0.07% 126
2019
Q3
$256K Buy
6,477
+120
+2% +$4.53K 0.08% 120
2019
Q2
$234K Buy
+6,357
New +$219K 0.08% 122
2018
Q4
$129K Buy
4,140
+552
+15% +$17.7K 0.05% 156
2018
Q3
$112K Sell
3,588
-4,362
-55% -$133K 0.05% 183
2018
Q2
$227K Buy
7,950
+96
+1% +$2.73K 0.1% 90
2018
Q1
$232K Buy
7,854
+6
+0.1% +$193 0.12% 69
2017
Q4
$258K Buy
7,848
+330
+4% +$10.1K 0.11% 76
2017
Q3
$195K Sell
7,518
-1,050
-12% -$27.5K 0.09% 94
2017
Q2
$215K Buy
8,568
+2,271
+36% +$57.7K 0.1% 85
2017
Q1
$151K Buy
6,297
+2,703
+75% +$62.2K 0.07% 95
2016
Q4
$83K Buy
+3,594
New +$83.9K 0.04% 127

Other funds holding WMT

Arax Advisory Partners's WMT Position: Q1 2026 in Review

Arax Advisory Partners reduced its Walmart Inc (WMT) stake by 44% in Q1 2026, selling an estimated $5.06M and leaving 52,767 shares worth $6.56M. The position accounts for 0.19% of the portfolio, ranked #112.

Arax Advisory Partners first reported a position in WMT in Q4 2016 and has held it in 36 quarters since. The position peaked at $30.1M in Q3 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Arax Advisory Partners held 52,767 shares of Walmart Inc worth $6.56M as of Q1 2026.
  • Arax Advisory Partners sold 41,188 Walmart Inc shares in Q1 2026, an estimated $5.06M.
  • Walmart Inc made up 0.19% of Arax Advisory Partners's portfolio in Q1 2026, its #112 holding.
  • Arax Advisory Partners first reported a position in Walmart Inc in Q4 2016 and has held it in 36 quarters since.
  • Arax Advisory Partners's Walmart Inc position peaked at $30.1M in Q3 2025.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.