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Avalon Trust’s Walmart Inc WMT Stock Holding History

Avalon Trust’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 		$844K Buy
6,793
+2,168
+47% +$266K 0.06% 72
2025
Q4 		$515K Sell
4,625
-56
-1% -$6.01K 0.03% 85
2025
Q3 		$482K Buy
4,681
+75
+2% +$7.47K 0.03% 102
2025
Q2 		$450K Sell
4,606
-138
-3% -$13.1K 0.03% 96
2025
Q1 		$417K Buy
4,744
+2,794
+143% +$262K 0.03% 101
2024
Q4 		$176K Hold
1,950
– – 0.01% 134
2024
Q3 		$157K Hold
1,950
– – 0.01% 138
2024
Q2 		$132K Hold
1,950
– – 0.01% 150
2024
Q1 		$117K Hold
1,950
– – 0.01% 168
2023
Q4 		$102K Buy
+1,950
New +$103K 0.01% 162
2023
Q3 		– Sell
-300
Closed -$15.7K – 337
2023
Q2 		$15.7K Hold
300
– – ﹤0.01% 258
2023
Q1 		$14.7K Buy
+300
New +$14.2K ﹤0.01% 248

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

Avalon Trust's WMT Position: Q1 2026 in Review

Avalon Trust increased its Walmart Inc (WMT) stake by 47% in Q1 2026, buying an estimated $266K and bringing the position to 6,793 shares worth $844K. The position accounts for 0.06% of the portfolio, ranked #72.

Avalon Trust first reported a position in WMT in Q1 2023 and has held it in 12 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Avalon Trust held 6,793 shares of Walmart Inc worth $844K as of Q1 2026.
  • Avalon Trust bought 2,168 Walmart Inc shares in Q1 2026, an estimated $266K.
  • Walmart Inc made up 0.06% of Avalon Trust's portfolio in Q1 2026, its #72 holding.
  • Avalon Trust first reported a position in Walmart Inc in Q1 2023 and has held it in 12 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.