Empower Advisory Group
WMT icon

Empower Advisory Group’s Walmart Inc WMT Stock Holding History

Empower Advisory Group’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 		$331M Buy
2,667,112
+21,105
+0.8% +$2.59M 0.86% 26
2025
Q4 		$295M Sell
2,646,007
-25,160
-0.9% -$2.7M 0.8% 27
2025
Q3 		$275M Buy
2,671,167
+31,692
+1% +$3.15M 0.76% 28
2025
Q2 		$258M Buy
2,639,475
+26,435
+1% +$2.52M 0.77% 27
2025
Q1 		$229M Sell
2,613,040
-7,703
-0.3% -$723K 0.75% 27
2024
Q4 		$237M Sell
2,620,743
-346,010
-12% -$30M 0.8% 28
2024
Q3 		$240M Buy
2,966,753
+52,897
+2% +$3.88M 0.81% 26
2024
Q2 		$197M Buy
2,913,856
+47,104
+2% +$2.97M 0.73% 27
2024
Q1 		$172M Buy
2,866,752
+288,102
+11% +$16.5M 0.65% 31
2023
Q4 		$136M Buy
2,578,650
+99,408
+4% +$5.26M 0.53% 37
2023
Q3 		$132M Buy
2,479,242
+38,781
+2% +$2.06M 0.58% 33
2023
Q2 		$128M Buy
2,440,461
+14,832
+0.6% +$748K 0.55% 33
2023
Q1 		$120M Buy
+2,425,629
New +$115M 0.54% 33

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

Empower Advisory Group's WMT Position: Q1 2026 in Review

Empower Advisory Group increased its Walmart Inc (WMT) stake by 0.8% in Q1 2026, buying an estimated $2.59M and bringing the position to 2,667,112 shares worth $331M. The position accounts for 0.86% of the portfolio, ranked #26.

Empower Advisory Group first reported a position in WMT in Q1 2023 and has held it in 13 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Empower Advisory Group held 2,667,112 shares of Walmart Inc worth $331M as of Q1 2026.
  • Empower Advisory Group bought 21,105 Walmart Inc shares in Q1 2026, an estimated $2.59M.
  • Walmart Inc made up 0.86% of Empower Advisory Group's portfolio in Q1 2026, its #26 holding.
  • Empower Advisory Group first reported a position in Walmart Inc in Q1 2023 and has held it in 13 quarters since.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.