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Arkadios Wealth Advisors’s Walmart Inc WMT Stock Holding History

Arkadios 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 		$36.2M Buy
291,100
+27,903
+11% +$3.43M 0.59% 27
2025
Q4 		$29.3M Buy
263,197
+38,787
+17% +$4.16M 0.57% 31
2025
Q3 		$23.1M Buy
224,410
+24,871
+12% +$2.48M 0.55% 29
2025
Q2 		$19.5M Buy
199,539
+26,455
+15% +$2.52M 0.58% 27
2025
Q1 		$15.2M Sell
173,084
-30,438
-15% -$2.86M 0.57% 31
2024
Q4 		$18.4M Buy
203,522
+9,336
+5% +$810K 1% 17
2024
Q3 		$15.7M Buy
194,186
+6,022
+3% +$442K 0.89% 18
2024
Q2 		$12.7M Buy
188,164
+19,648
+12% +$1.24M 0.86% 20
2024
Q1 		$10.1M Buy
168,516
+5,196
+3% +$297K 0.79% 24
2023
Q4 		$8.58M Sell
163,320
-3,042
-2% -$161K 0.73% 24
2023
Q3 		$8.87M Buy
166,362
+35,565
+27% +$1.89M 0.84% 19
2023
Q2 		$6.85M Buy
130,797
+6,327
+5% +$319K 0.8% 27
2023
Q1 		$6.12M Sell
124,470
-510
-0.4% -$24.2K 0.73% 29
2022
Q4 		$5.91M Buy
124,980
+12,126
+11% +$576K 0.78% 26
2022
Q3 		$4.88M Buy
112,854
+10,584
+10% +$464K 0.74% 28
2022
Q2 		$4.14M Buy
102,270
+6,453
+7% +$298K 0.62% 34
2022
Q1 		$4.76M Buy
95,817
+13,050
+16% +$613K 0.62% 34
2021
Q4 		$3.99M Buy
82,767
+3,387
+4% +$162K 0.53% 38
2021
Q3 		$3.69M Buy
79,380
+2,826
+4% +$136K 0.53% 38
2021
Q2 		$3.6M Buy
76,554
+17,556
+30% +$818K 0.44% 54
2021
Q1 		$2.67M Buy
58,998
+19,962
+51% +$925K 0.44% 56
2020
Q4 		$1.88M Buy
39,036
+9,516
+32% +$462K 0.39% 69
2020
Q3 		$1.42M Sell
29,520
-330
-1% -$14.7K 0.71% 29
2020
Q2 		$1.31M Buy
29,850
+2,229
+8% +$91.7K 0.73% 28
2020
Q1 		$1.05M Sell
27,621
-420
-1% -$16.2K 0.67% 29
2019
Q4 		$1.1M Buy
+28,041
New +$1.11M 0.66% 35

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

Arkadios Wealth Advisors's WMT Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Walmart Inc (WMT) stake by 11% in Q1 2026, buying an estimated $3.43M and bringing the position to 291,100 shares worth $36.2M. The position accounts for 0.59% of the portfolio, ranked #27.

Arkadios Wealth Advisors first reported a position in WMT in Q4 2019 and has held it in 26 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Arkadios Wealth Advisors held 291,100 shares of Walmart Inc worth $36.2M as of Q1 2026.
  • Arkadios Wealth Advisors bought 27,903 Walmart Inc shares in Q1 2026, an estimated $3.43M.
  • Walmart Inc made up 0.59% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #27 holding.
  • Arkadios Wealth Advisors first reported a position in Walmart Inc in Q4 2019 and has held it in 26 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.