Aviso Financial’s Walmart Inc WMT Stock Holding History

Aviso Financial’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	$513K	Sell	4,126 -865	-17%	-$106K	0.02%	188
2025 Q4	$556K	Sell	4,991 -5,336	-52%	-$573K	0.02%	183
2025 Q3	$1.06M	Buy	10,327 +3,055	+42%	+$304K	0.04%	159
2025 Q2	$711K	Buy	7,272 +8	+0.1%	+$762	0.03%	179
2025 Q1	$638K	Buy	7,264 +1,825	+34%	+$171K	0.03%	184
2024 Q4	$491K	Buy	5,439 +1,452	+36%	+$126K	0.02%	203
2024 Q3	$322K	Buy	3,987 +1,949	+96%	+$143K	0.02%	225
2024 Q2	$138K	Buy	+2,038	New	+$128K	0.01%	244

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

Aviso Financial's WMT Position: Q1 2026 in Review

Aviso Financial reduced its Walmart Inc (WMT) stake by 17% in Q1 2026, selling an estimated $106K and leaving 4,126 shares worth $513K. The position accounts for 0.02% of the portfolio, ranked #188.

Aviso Financial first reported a position in WMT in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.06M in Q3 2025. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Aviso Financial held 4,126 shares of Walmart Inc worth $513K as of Q1 2026.
Aviso Financial sold 865 Walmart Inc shares in Q1 2026, an estimated $106K.
Walmart Inc made up 0.02% of Aviso Financial's portfolio in Q1 2026, its #188 holding.
Aviso Financial first reported a position in Walmart Inc in Q2 2024 and has held it in 8 quarters since.
Aviso Financial's Walmart Inc position peaked at $1.06M in Q3 2025.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.