DWA
WMT icon

Delap Wealth Advisory’s Walmart Inc WMT Stock Holding History

Delap Wealth Advisory’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 		$3.11M Buy
24,994
+4,151
+20% +$510K 1.17% 22
2025
Q4 		$2.32M Buy
20,843
+5,563
+36% +$597K 0.9% 26
2025
Q3 		$1.56M Buy
15,280
+106
+0.7% +$10.6K 0.66% 29
2025
Q2 		$1.48M Sell
15,174
-244
-2% -$23.2K 0.71% 27
2025
Q1 		$1.35M Sell
15,418
-1,555
-9% -$146K 0.75% 27
2024
Q4 		$1.53M Buy
16,973
+939
+6% +$81.5K 0.92% 27
2024
Q3 		$1.29M Sell
16,034
-1,764
-10% -$130K 0.82% 26
2024
Q2 		$1.21M Sell
17,798
-19,262
-52% -$1.21M 0.55% 27
2024
Q1 		$2.23M Sell
37,060
-9,824
-21% -$562K 0.9% 24
2023
Q4 		$2.46M Buy
46,884
+19,860
+73% +$1.05M 1.12% 22
2023
Q3 		$1.44M Buy
+27,024
New +$1.44M 1.39% 17
2023
Q1 		– Sell
-7,023
Closed -$332K – 73
2022
Q4 		$332K Buy
+7,023
New +$334K 0.35% 48

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

Delap Wealth Advisory's WMT Position: Q1 2026 in Review

Delap Wealth Advisory increased its Walmart Inc (WMT) stake by 20% in Q1 2026, buying an estimated $510K and bringing the position to 24,994 shares worth $3.11M. The position accounts for 1.17% of the portfolio, ranked #22.

Delap Wealth Advisory first reported a position in WMT in Q4 2022 and has held it in 12 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Delap Wealth Advisory held 24,994 shares of Walmart Inc worth $3.11M as of Q1 2026.
  • Delap Wealth Advisory bought 4,151 Walmart Inc shares in Q1 2026, an estimated $510K.
  • Walmart Inc made up 1.17% of Delap Wealth Advisory's portfolio in Q1 2026, its #22 holding.
  • Delap Wealth Advisory first reported a position in Walmart Inc in Q4 2022 and has held it in 12 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.