Avory & Company’s Walmart Inc WMT Stock Holding History

Avory & Company’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	–	Sell	-1,962	Closed	-$219K	–	49
2025 Q4	$219K	Buy	+1,962	New	+$211K	0.14%	38
2023 Q3	–	Sell	-5,427	Closed	-$284K	–	37
2023 Q2	$284K	Buy	+5,427	New	+$274K	0.22%	35

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

Avory & Company's WMT Position: Q1 2026 in Review

Avory & Company sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 1,962 shares — an estimated $219K sold.

Avory & Company first reported a position in WMT in Q2 2023 and held it in 2 quarters. The position peaked at $284K in Q2 2023. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Avory & Company reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
Avory & Company sold 1,962 Walmart Inc shares in Q1 2026, an estimated $219K.
Avory & Company first reported a position in Walmart Inc in Q2 2023 and held it in 2 quarters.
Avory & Company's Walmart Inc position peaked at $284K in Q2 2023.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Avory & Company's 13F filing for Q1 2026, filed 29 Apr 2026.