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Fi3 Financial Advisors’s Walmart Inc WMT Stock Holding History

Fi3 Financial 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 		$1.49M Buy
11,946
+484
+4% +$59.4K 0.43% 23
2025
Q4 		$1.28M Buy
11,462
+2,227
+24% +$239K 0.39% 30
2025
Q3 		$952K Buy
9,235
+1,447
+19% +$144K 0.32% 33
2025
Q2 		$761K Buy
7,788
+426
+6% +$40.6K 0.27% 35
2025
Q1 		$646K Sell
7,362
-242
-3% -$22.7K 0.26% 39
2024
Q4 		$689K Buy
7,604
+237
+3% +$20.6K 0.26% 40
2024
Q3 		$595K Buy
7,367
+194
+3% +$14.2K 0.24% 37
2024
Q2 		$486K Buy
7,173
+24
+0.3% +$1.51K 0.21% 37
2024
Q1 		$428K Buy
7,149
+696
+11% +$39.8K 0.2% 42
2023
Q4 		$339K Sell
6,453
-900
-12% -$47.6K 0.16% 50
2023
Q3 		$392K Buy
7,353
+903
+14% +$48.1K 0.21% 42
2023
Q2 		$338K Buy
6,450
+171
+3% +$8.63K 0.18% 45
2023
Q1 		$309K Sell
6,279
-24
-0.4% -$1.14K 0.16% 51
2022
Q4 		$298K Buy
+6,303
New +$299K 0.17% 48
2022
Q2 		– Sell
-4,446
Closed -$221K – 58
2022
Q1 		$221K Buy
+4,446
New +$209K 0.17% 45

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

Fi3 Financial Advisors's WMT Position: Q1 2026 in Review

Fi3 Financial Advisors increased its Walmart Inc (WMT) stake by 4.2% in Q1 2026, buying an estimated $59.4K and bringing the position to 11,946 shares worth $1.49M. The position accounts for 0.43% of the portfolio, ranked #23.

Fi3 Financial Advisors first reported a position in WMT in Q1 2022 and has held it in 15 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Fi3 Financial Advisors held 11,946 shares of Walmart Inc worth $1.49M as of Q1 2026.
  • Fi3 Financial Advisors bought 484 Walmart Inc shares in Q1 2026, an estimated $59.4K.
  • Walmart Inc made up 0.43% of Fi3 Financial Advisors's portfolio in Q1 2026, its #23 holding.
  • Fi3 Financial Advisors first reported a position in Walmart Inc in Q1 2022 and has held it in 15 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.