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Cresta Advisors’s Walmart Inc WMT Stock Holding History

Cresta 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 		– Sell
-12
Closed -$1.34K – 161
2025
Q4 		$1.34K Buy
+12
New +$1.29K ﹤0.01% 156

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

Cresta Advisors's WMT Position: Q1 2026 in Review

Cresta Advisors sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 12 shares — an estimated $1.34K sold.

Cresta Advisors first reported a position in WMT in Q4 2025 and held it in 1 quarter. The position peaked at $1.34K in Q4 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Cresta Advisors reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
  • Cresta Advisors sold 12 Walmart Inc shares in Q1 2026, an estimated $1.34K.
  • Cresta Advisors first reported a position in Walmart Inc in Q4 2025 and held it in 1 quarter.
  • Cresta Advisors's Walmart Inc position peaked at $1.34K in Q4 2025.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Cresta Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.