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Eldridge Investment Advisors’s Walmart Inc WMT Stock Holding History

Eldridge Investment 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 		$285K Sell
2,297
-175
-7% -$21.5K 0.06% 136
2025
Q4 		$275K Buy
2,472
+150
+6% +$16.1K 0.06% 138
2025
Q3 		$239K Hold
2,322
– – 0.05% 147
2025
Q2 		$227K Buy
2,322
+6
+0.3% +$572 0.05% 149
2025
Q1 		$203K Sell
2,316
-195
-8% -$18.3K 0.05% 154
2024
Q4 		$227K Hold
2,511
– – 0.05% 146
2024
Q3 		$203K Buy
+2,511
New +$184K 0.05% 145

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

Eldridge Investment Advisors's WMT Position: Q1 2026 in Review

Eldridge Investment Advisors reduced its Walmart Inc (WMT) stake by 7.1% in Q1 2026, selling an estimated $21.5K and leaving 2,297 shares worth $285K. The position accounts for 0.06% of the portfolio, ranked #136.

Eldridge Investment Advisors first reported a position in WMT in Q3 2024 and has held it in 7 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Eldridge Investment Advisors held 2,297 shares of Walmart Inc worth $285K as of Q1 2026.
  • Eldridge Investment Advisors sold 175 Walmart Inc shares in Q1 2026, an estimated $21.5K.
  • Walmart Inc made up 0.06% of Eldridge Investment Advisors's portfolio in Q1 2026, its #136 holding.
  • Eldridge Investment Advisors first reported a position in Walmart Inc in Q3 2024 and has held it in 7 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.