Droms Strauss Advisors’s Walmart Inc WMT Stock Holding History

Droms Strauss 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	$282K	Buy	2,271 +20	+0.9%	+$2.46K	0.07%	65
2025 Q4	$251K	Hold	2,251	–	–	0.07%	74
2025 Q3	$232K	Buy	2,251 +2	+0.1%	+$199	0.07%	68
2025 Q2	$220K	Buy	+2,249	New	+$214K	0.07%	69
2021 Q2	–	Sell	-31,002	Closed	-$1.4M	–	57
2021 Q1	$1.4M	Buy	31,002 +282	+0.9%	+$13.1K	0.69%	17
2020 Q4	$1.48M	Buy	30,720 +42	+0.1%	+$2.04K	0.86%	14
2020 Q3	$1.43M	Buy	30,678 +3	+0%	+$133	0.85%	16
2020 Q2	$1.23M	Hold	30,675	–	–	0.84%	16
2020 Q1	$1.16M	Buy	+30,675	New	+$1.18M	0.97%	16

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Droms Strauss Advisors's WMT Position: Q1 2026 in Review

Droms Strauss Advisors increased its Walmart Inc (WMT) stake by 0.89% in Q1 2026, buying an estimated $2.46K and bringing the position to 2,271 shares worth $282K. The position accounts for 0.07% of the portfolio, ranked #65.

Droms Strauss Advisors first reported a position in WMT in Q1 2020 and has held it in 9 quarters since. The position peaked at $1.48M in Q4 2020. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Droms Strauss Advisors held 2,271 shares of Walmart Inc worth $282K as of Q1 2026.
Droms Strauss Advisors bought 20 Walmart Inc shares in Q1 2026, an estimated $2.46K.
Walmart Inc made up 0.07% of Droms Strauss Advisors's portfolio in Q1 2026, its #65 holding.
Droms Strauss Advisors first reported a position in Walmart Inc in Q1 2020 and has held it in 9 quarters since.
Droms Strauss Advisors's Walmart Inc position peaked at $1.48M in Q4 2020.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Droms Strauss Advisors's 13F filing for Q1 2026, filed 1 May 2026.