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Baltimore-Washington Financial Advisors’s Walmart Inc WMT Stock Holding History

Baltimore-Washington Financial Advisors’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 		$12.6M Buy
101,009
+95,975
+1,907% +$11.8M 0.54% 56
2025
Q4 		$561K Sell
5,034
-59
-1% -$6.33K 0.02% 111
2025
Q3 		$525K Buy
5,093
+1
+0% +$100 0.02% 114
2025
Q2 		$498K Buy
5,092
+505
+11% +$48.1K 0.02% 111
2025
Q1 		$403K Sell
4,587
-42
-0.9% -$3.94K 0.02% 110
2024
Q4 		$418K Buy
4,629
+141
+3% +$12.2K 0.02% 110
2024
Q3 		$362K Sell
4,488
-71
-2% -$5.21K 0.02% 110
2024
Q2 		$309K Buy
4,559
+641
+16% +$40.4K 0.02% 116
2024
Q1 		$236K Buy
+3,918
New +$224K 0.01% 114
2023
Q3 		– Sell
-3,831
Closed -$201K – 155
2023
Q2 		$201K Buy
+3,831
New +$193K 0.02% 136
2023
Q1 		– Sell
-5,301
Closed -$251K – 148
2022
Q4 		$251K Sell
5,301
-789
-13% -$37.5K 0.02% 127
2022
Q3 		$246K Hold
6,090
– – 0.02% 139
2022
Q2 		$246K Buy
+6,090
New +$281K 0.03% 113
2022
Q1 		– Sell
-5,940
Closed -$286K – 160
2021
Q4 		$286K Buy
+5,940
New +$284K 0.02% 116
2014
Q4 		– Sell
-1,200
Closed -$31K – 316
2014
Q3 		$31K Hold
1,200
– – 0.01% 159
2014
Q2 		$30K Hold
1,200
– – 0.01% 192
2014
Q1 		$31K Hold
1,200
– – 0.01% 159
2013
Q4 		$31K Buy
+1,200
New +$31K 0.01% 190

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

Baltimore-Washington Financial Advisors's WMT Position: Q1 2026 in Review

Baltimore-Washington Financial Advisors increased its Walmart Inc (WMT) stake by 1,907% in Q1 2026, buying an estimated $11.8M and bringing the position to 101,009 shares worth $12.6M. The position accounts for 0.54% of the portfolio, ranked #56.

Baltimore-Washington Financial Advisors first reported a position in WMT in Q4 2013 and has held it in 18 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Baltimore-Washington Financial Advisors held 101,009 shares of Walmart Inc worth $12.6M as of Q1 2026.
  • Baltimore-Washington Financial Advisors bought 95,975 Walmart Inc shares in Q1 2026, an estimated $11.8M.
  • Walmart Inc made up 0.54% of Baltimore-Washington Financial Advisors's portfolio in Q1 2026, its #56 holding.
  • Baltimore-Washington Financial Advisors first reported a position in Walmart Inc in Q4 2013 and has held it in 18 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.