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Equita Financial Network’s Walmart Inc WMT Stock Holding History

Equita Financial Network’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 		$201K Sell
1,616
-389
-19% -$47.8K 0.06% 83
2025
Q4 		$223K Buy
2,005
+29
+1% +$3.11K 0.07% 88
2025
Q3 		$204K Buy
+1,976
New +$197K 0.07% 88

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

Equita Financial Network's WMT Position: Q1 2026 in Review

Equita Financial Network reduced its Walmart Inc (WMT) stake by 19% in Q1 2026, selling an estimated $47.8K and leaving 1,616 shares worth $201K. The position accounts for 0.06% of the portfolio, ranked #83.

Equita Financial Network first reported a position in WMT in Q3 2025 and has held it in 3 quarters since. The position peaked at $223K in Q4 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Equita Financial Network held 1,616 shares of Walmart Inc worth $201K as of Q1 2026.
  • Equita Financial Network sold 389 Walmart Inc shares in Q1 2026, an estimated $47.8K.
  • Walmart Inc made up 0.06% of Equita Financial Network's portfolio in Q1 2026, its #83 holding.
  • Equita Financial Network first reported a position in Walmart Inc in Q3 2025 and has held it in 3 quarters since.
  • Equita Financial Network's Walmart Inc position peaked at $223K in Q4 2025.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Equita Financial Network's 13F filing for Q1 2026, filed 23 Apr 2026.