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Delos Wealth Advisors’s Walmart Inc WMT Stock Holding History

Delos Wealth 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 		$6.8M Buy
54,727
+3,200
+6% +$393K 3.89% 6
2025
Q4 		$5.74M Sell
51,527
-1,373
-3% -$147K 3.79% 8
2025
Q3 		$5.45M Buy
52,900
+4,251
+9% +$423K 3.67% 8
2025
Q2 		$4.76M Sell
48,649
-3,106
-6% -$296K 3.7% 7
2025
Q1 		$4.54M Buy
51,755
+250
+0.5% +$23.5K 3.6% 10
2024
Q4 		$4.65M Buy
51,505
+1,346
+3% +$117K 3.71% 7
2024
Q3 		$4.05M Buy
50,159
+2,344
+5% +$172K 3.53% 8
2024
Q2 		$3.24M Buy
47,815
+6,916
+17% +$436K 3.13% 8
2024
Q1 		$2.46M Buy
40,899
+10,665
+35% +$610K 2.76% 10
2023
Q4 		$1.59M Sell
30,234
-969
-3% -$51.3K 2.3% 14
2023
Q3 		$1.69M Sell
31,203
-468
-1% -$24.9K 2.05% 15
2023
Q2 		$1.66M Buy
31,671
+846
+3% +$42.7K 2.12% 15
2023
Q1 		$1.52M Buy
30,825
+228
+0.7% +$10.8K 1.92% 16
2022
Q4 		$1.45M Sell
30,597
-8,775
-22% -$417K 2.23% 15
2022
Q3 		$1.7M Buy
39,372
+22,626
+135% +$991K 2.04% 23
2022
Q2 		$679K Buy
16,746
+16,626
+13,855% +$767K 0.76% 34
2022
Q1 		$6K Sell
120
-63
-34% -$2.96K 0.01% 193
2021
Q4 		$9K Buy
183
+174
+1,933% +$8.31K 0.01% 237
2021
Q3 		$0 Buy
+9
New +$434 ﹤0.01% 259

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

Delos Wealth Advisors's WMT Position: Q1 2026 in Review

Delos Wealth Advisors increased its Walmart Inc (WMT) stake by 6.2% in Q1 2026, buying an estimated $393K and bringing the position to 54,727 shares worth $6.8M. The position accounts for 3.89% of the portfolio, ranked #6.

Delos Wealth Advisors first reported a position in WMT in Q3 2021 and has held it in 19 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Delos Wealth Advisors held 54,727 shares of Walmart Inc worth $6.8M as of Q1 2026.
  • Delos Wealth Advisors bought 3,200 Walmart Inc shares in Q1 2026, an estimated $393K.
  • Walmart Inc made up 3.89% of Delos Wealth Advisors's portfolio in Q1 2026, its #6 holding.
  • Delos Wealth Advisors first reported a position in Walmart Inc in Q3 2021 and has held it in 19 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.