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CWS Financial Advisors’s Walmart Inc WMT Stock Holding History

CWS 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 		$2.93M Buy
23,567
+10
+0% +$1.23K 0.75% 24
2025
Q4 		$2.62M Buy
23,557
+160
+0.7% +$17.2K 0.71% 23
2025
Q3 		$2.41M Buy
23,397
+12
+0.1% +$1.2K 0.67% 22
2025
Q2 		$2.29M Buy
23,385
+25
+0.1% +$2.38K 0.67% 22
2025
Q1 		$2.05M Buy
23,360
+36
+0.2% +$3.38K 0.65% 24
2024
Q4 		$2.11M Sell
23,324
-66
-0.3% -$5.73K 0.68% 24
2024
Q3 		$1.89M Buy
23,390
+6
+0% +$441 0.67% 21
2024
Q2 		$1.58M Buy
23,384
+14,615
+167% +$920K 0.62% 21
2024
Q1 		$528K Buy
8,769
+42
+0.5% +$2.4K 0.22% 51
2023
Q4 		$459K Buy
8,727
+600
+7% +$31.7K 0.17% 88
2023
Q3 		$433K Buy
8,127
+9
+0.1% +$479 0.17% 93
2023
Q2 		$425K Buy
8,118
+18
+0.2% +$908 0.16% 96
2023
Q1 		$398K Sell
8,100
-21,039
-72% -$999K 0.16% 100
2022
Q4 		$1.32M Buy
29,139
+6,222
+27% +$295K 0.57% 20
2022
Q3 		$991K Sell
22,917
-495
-2% -$21.7K 0.47% 30
2022
Q2 		$949K Sell
23,412
-5,997
-20% -$277K 0.43% 34
2022
Q1 		$1.46M Hold
29,409
– – 0.55% 24
2021
Q4 		$1.42M Buy
+29,409
New +$1.4M 0.5% 26
2021
Q2 		$1.37M Buy
29,142
+3
+0% +$140 0.55% 21
2021
Q1 		$1.32M Hold
29,139
– – 0.57% 20
2020
Q4 		$1.4M Buy
29,139
+300
+1% +$14.6K 0.81% 12
2020
Q3 		$1.34M Hold
28,839
– – 0.89% 10
2020
Q2 		$1.15M Buy
28,839
+14,700
+104% +$605K 0.83% 15
2020
Q1 		$560K Hold
14,139
– – 0.41% 46
2019
Q4 		$560K Buy
+14,139
New +$561K 0.41% 46

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

CWS Financial Advisors's WMT Position: Q1 2026 in Review

CWS Financial Advisors increased its Walmart Inc (WMT) stake by 0.04% in Q1 2026, buying an estimated $1.23K and bringing the position to 23,567 shares worth $2.93M. The position accounts for 0.75% of the portfolio, ranked #24.

CWS Financial Advisors first reported a position in WMT in Q4 2019 and has held it in 25 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • CWS Financial Advisors held 23,567 shares of Walmart Inc worth $2.93M as of Q1 2026.
  • CWS Financial Advisors bought 10 Walmart Inc shares in Q1 2026, an estimated $1.23K.
  • Walmart Inc made up 0.75% of CWS Financial Advisors's portfolio in Q1 2026, its #24 holding.
  • CWS Financial Advisors first reported a position in Walmart Inc in Q4 2019 and has held it in 25 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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