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Arbor Trust Wealth Advisors’s Walmart Inc WMT Stock Holding History

Arbor Trust Wealth 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 		$517K Buy
4,152
+575
+16% +$70.6K 0.23% 62
2025
Q4 		$399K Hold
3,577
– – 0.17% 68
2025
Q3 		$369K Buy
3,577
+50
+1% +$4.98K 0.17% 67
2025
Q2 		$345K Sell
3,527
-1,617
-31% -$154K 0.17% 70
2025
Q1 		$453K Sell
5,144
-300
-6% -$28.1K 0.21% 63
2024
Q4 		$493K Sell
5,444
-730
-12% -$63.3K 0.23% 64
2024
Q3 		$418K Hold
6,174
– – 0.22% 69
2024
Q2 		$418K Sell
6,174
-420
-6% -$26.4K 0.22% 69
2024
Q1 		$400K Buy
6,594
+600
+10% +$34.3K 0.22% 72
2023
Q4 		$316K Hold
5,994
– – 0.19% 75
2023
Q3 		$320K Buy
5,994
+216
+4% +$11.5K 0.21% 72
2023
Q2 		$303K Sell
5,778
-516
-8% -$26K 0.19% 75
2023
Q1 		$311K Buy
+6,294
New +$299K 0.2% 75

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

Arbor Trust Wealth Advisors's WMT Position: Q1 2026 in Review

Arbor Trust Wealth Advisors increased its Walmart Inc (WMT) stake by 16% in Q1 2026, buying an estimated $70.6K and bringing the position to 4,152 shares worth $517K. The position accounts for 0.23% of the portfolio, ranked #62.

Arbor Trust Wealth Advisors first reported a position in WMT in Q1 2023 and has held it in 13 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Arbor Trust Wealth Advisors held 4,152 shares of Walmart Inc worth $517K as of Q1 2026.
  • Arbor Trust Wealth Advisors bought 575 Walmart Inc shares in Q1 2026, an estimated $70.6K.
  • Walmart Inc made up 0.23% of Arbor Trust Wealth Advisors's portfolio in Q1 2026, its #62 holding.
  • Arbor Trust Wealth Advisors first reported a position in Walmart Inc in Q1 2023 and has held it in 13 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.