AssuredPartners Investment Advisors’s Walmart Inc WMT Stock Holding History

AssuredPartners Investment 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	$1.19M	Buy	9,346 +8	+0.1%	+$982	0.13%	171
2025 Q4	$1.04M	Buy	9,338 +38	+0.4%	+$4.08K	0.15%	142
2025 Q3	$958K	Sell	9,300 -44	-0.5%	-$4.38K	0.21%	94
2025 Q2	$914K	Sell	9,344 -737	-7%	-$70.2K	0.22%	87
2025 Q1	$885K	Buy	10,081 +54	+0.5%	+$5.07K	0.17%	136
2024 Q4	$906K	Buy	+10,027	New	+$870K	0.18%	134

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

AssuredPartners Investment Advisors's WMT Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its Walmart Inc (WMT) stake by 0.09% in Q1 2026, buying an estimated $982 and bringing the position to 9,346 shares worth $1.19M. The position accounts for 0.13% of the portfolio, ranked #171.

AssuredPartners Investment Advisors first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

AssuredPartners Investment Advisors held 9,346 shares of Walmart Inc worth $1.19M as of Q1 2026.
AssuredPartners Investment Advisors bought 8 Walmart Inc shares in Q1 2026, an estimated $982.
Walmart Inc made up 0.13% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #171 holding.
AssuredPartners Investment Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.