Aviance Capital Partners’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.64M | Buy |
29,285
+1,516
| +5% | +$186K | 0.43% | 56 |
|
|
2025
Q4 | $3.09M | Sell |
27,769
-190
| -0.7% | -$20.4K | 0.36% | 63 |
|
|
2025
Q3 | $2.88M | Sell |
27,959
-814
| -3% | -$81K | 0.34% | 65 |
|
|
2025
Q2 | $2.81M | Sell |
28,773
-765
| -3% | -$72.9K | 0.37% | 68 |
|
|
2025
Q1 | $2.59M | Sell |
29,538
-335
| -1% | -$31.4K | 0.36% | 66 |
|
|
2024
Q4 | $2.7M | Sell |
29,873
-3,040
| -9% | -$264K | 0.37% | 64 |
|
|
2024
Q3 | $2.66M | Sell |
32,913
-19
| -0.1% | -$1.4K | 0.35% | 64 |
|
|
2024
Q2 | $2.23M | Sell |
32,932
-110
| -0.3% | -$6.93K | 0.32% | 78 |
|
|
2024
Q1 | $1.99M | Buy |
33,042
+13,788
| +72% | +$789K | 0.3% | 84 |
|
|
2023
Q4 | $1.01M | Sell |
19,254
-1,926
| -9% | -$102K | 0.22% | 119 |
|
|
2023
Q3 | $1.13M | Sell |
21,180
-687
| -3% | -$36.6K | 0.25% | 110 |
|
|
2023
Q2 | $1.15M | Buy |
21,867
+462
| +2% | +$23.3K | 0.24% | 120 |
|
|
2023
Q1 | $1.05M | Buy |
21,405
+2,523
| +13% | +$120K | 0.23% | 122 |
|
|
2022
Q4 | $892K | Buy |
18,882
+1,266
| +7% | +$60.1K | 0.21% | 135 |
|
|
2022
Q3 | $762K | Sell |
17,616
-141
| -0.8% | -$6.18K | 0.19% | 144 |
|
|
2022
Q2 | $720K | Buy |
17,757
+75
| +0.4% | +$3.46K | 0.16% | 152 |
|
|
2022
Q1 | $878K | Sell |
17,682
-405
| -2% | -$19K | 0.16% | 152 |
|
|
2021
Q4 | $872K | Sell |
18,087
-372
| -2% | -$17.8K | 0.15% | 150 |
|
|
2021
Q3 | $858K | Sell |
18,459
-903
| -5% | -$43.5K | 0.15% | 149 |
|
|
2021
Q2 | $910K | Buy |
19,362
+765
| +4% | +$35.6K | 0.16% | 153 |
|
|
2021
Q1 | $842K | Sell |
18,597
-156
| -0.8% | -$7.23K | 0.16% | 157 |
|
|
2020
Q4 | $901K | Sell |
18,753
-258
| -1% | -$12.5K | 0.18% | 135 |
|
|
2020
Q3 | $887K | Buy |
19,011
+1,695
| +10% | +$75.4K | 0.2% | 124 |
|
|
2020
Q2 | $691K | Buy |
17,316
+120
| +0.7% | +$4.94K | 0.17% | 137 |
|
|
2020
Q1 | $651K | Sell |
17,196
-162
| -0.9% | -$6.23K | 0.21% | 122 |
|
|
2019
Q4 | $688K | Buy |
17,358
+3,426
| +25% | +$136K | 0.18% | 137 |
|
|
2019
Q3 | $551K | Sell |
13,932
-3,360
| -19% | -$127K | 0.16% | 143 |
|
|
2019
Q2 | $637K | Sell |
17,292
-234
| -1% | -$8.06K | 0.18% | 146 |
|
|
2019
Q1 | $570K | Sell |
17,526
-948
| -5% | -$30.7K | 0.16% | 142 |
|
|
2018
Q4 | $573K | Buy |
18,474
+1,608
| +10% | +$51.6K | 0.2% | 132 |
|
|
2018
Q3 | $528K | Buy |
16,866
+5,943
| +54% | +$182K | 0.13% | 161 |
|
|
2018
Q2 | $311K | Buy |
10,923
+2,472
| +29% | +$70.3K | 0.09% | 195 |
|
|
2018
Q1 | $250K | Sell |
8,451
-1,500
| -15% | -$48.2K | 0.08% | 203 |
|
|
2017
Q4 | $328K | Buy |
+9,951
| New | +$304K | 0.11% | 189 |
|
Other funds holding WMT
VCM
VPM
Aviance Capital Partners's WMT Position: Q1 2026 in Review
Aviance Capital Partners increased its Walmart Inc (WMT) stake by 5.5% in Q1 2026, buying an estimated $186K and bringing the position to 29,285 shares worth $3.64M. The position accounts for 0.43% of the portfolio, ranked #56.
Aviance Capital Partners first reported a position in WMT in Q4 2017 and has held it in 34 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Aviance Capital Partners held 29,285 shares of Walmart Inc worth $3.64M as of Q1 2026.
- Aviance Capital Partners bought 1,516 Walmart Inc shares in Q1 2026, an estimated $186K.
- Walmart Inc made up 0.43% of Aviance Capital Partners's portfolio in Q1 2026, its #56 holding.
- Aviance Capital Partners first reported a position in Walmart Inc in Q4 2017 and has held it in 34 quarters since.
- 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.