AWM
WMT icon

Avaii Wealth Management’s Walmart Inc WMT Stock Holding History

Avaii Wealth Management’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 		$366K Sell
2,948
-89
-3% -$10.9K 0.13% 99
2025
Q4 		$338K Buy
3,037
+61
+2% +$6.55K 0.12% 100
2025
Q3 		$307K Buy
2,976
+27
+0.9% +$2.69K 0.12% 107
2025
Q2 		$288K Sell
2,949
-41
-1% -$3.91K 0.13% 102
2025
Q1 		$262K Buy
2,990
+28
+0.9% +$2.63K 0.14% 99
2024
Q4 		$268K Sell
2,962
-601
-17% -$52.2K 0.13% 108
2024
Q3 		$288K Sell
3,563
-2,167
-38% -$159K 0.15% 100
2024
Q2 		$388K Sell
5,730
-25
-0.4% -$1.57K 0.22% 85
2024
Q1 		$346K Sell
5,755
-17
-0.3% -$973 0.2% 92
2023
Q4 		$303K Buy
5,772
+48
+0.8% +$2.54K 0.2% 108
2023
Q3 		$305K Buy
5,724
+189
+3% +$10.1K 0.23% 91
2023
Q2 		$290K Buy
5,535
+351
+7% +$17.7K 0.22% 101
2023
Q1 		$255K Buy
5,184
+681
+15% +$32.3K 0.22% 107
2022
Q4 		$213K Buy
+4,503
New +$214K 0.19% 118
2022
Q2 		– Sell
-4,140
Closed -$205K – 126
2022
Q1 		$205K Buy
+4,140
New +$194K 0.19% 102

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

Avaii Wealth Management's WMT Position: Q1 2026 in Review

Avaii Wealth Management reduced its Walmart Inc (WMT) stake by 2.9% in Q1 2026, selling an estimated $10.9K and leaving 2,948 shares worth $366K. The position accounts for 0.13% of the portfolio, ranked #99.

Avaii Wealth Management first reported a position in WMT in Q1 2022 and has held it in 15 quarters since. The position peaked at $388K in Q2 2024. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Avaii Wealth Management held 2,948 shares of Walmart Inc worth $366K as of Q1 2026.
  • Avaii Wealth Management sold 89 Walmart Inc shares in Q1 2026, an estimated $10.9K.
  • Walmart Inc made up 0.13% of Avaii Wealth Management's portfolio in Q1 2026, its #99 holding.
  • Avaii Wealth Management first reported a position in Walmart Inc in Q1 2022 and has held it in 15 quarters since.
  • Avaii Wealth Management's Walmart Inc position peaked at $388K in Q2 2024.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.