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Fiducient Advisors’s Walmart Inc WMT Stock Holding History

Fiducient 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 		$249K Sell
1,999
-2,310
-54% -$284K 0.03% 120
2025
Q4 		$481K Sell
4,309
-84
-2% -$9.02K 0.06% 112
2025
Q3 		$453K Buy
4,393
+813
+23% +$80.9K 0.05% 99
2025
Q2 		$350K Buy
3,580
+18
+0.5% +$1.72K 0.04% 112
2025
Q1 		$314K Buy
3,562
+19
+0.5% +$1.78K 0.04% 123
2024
Q4 		$321K Hold
3,543
– – 0.04% 120
2024
Q3 		$286K Sell
3,543
-3,364
-49% -$247K 0.03% 121
2024
Q2 		$468K Sell
6,907
-12,119
-64% -$763K 0.06% 89
2024
Q1 		$1.14M Buy
19,026
+3,561
+23% +$204K 0.23% 42
2023
Q4 		$814K Buy
15,465
+9,987
+182% +$528K 0.15% 54
2023
Q3 		$292K Buy
+5,478
New +$292K 0.02% 92
2023
Q1 		– Sell
-8,337
Closed -$396K – 169
2022
Q4 		$396K Buy
8,337
+336
+4% +$16K 0.12% 110
2022
Q3 		$346K Hold
8,001
– – 0.16% 40
2022
Q2 		$324K Sell
8,001
-369
-4% -$17K 0.12% 64
2022
Q1 		$415K Buy
8,370
+57
+0.7% +$2.68K 0.16% 39
2021
Q4 		$402K Buy
+8,313
New +$397K 0.12% 36

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

Fiducient Advisors's WMT Position: Q1 2026 in Review

Fiducient Advisors reduced its Walmart Inc (WMT) stake by 54% in Q1 2026, selling an estimated $284K and leaving 1,999 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #120.

Fiducient Advisors first reported a position in WMT in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.14M in Q1 2024. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Fiducient Advisors held 1,999 shares of Walmart Inc worth $249K as of Q1 2026.
  • Fiducient Advisors sold 2,310 Walmart Inc shares in Q1 2026, an estimated $284K.
  • Walmart Inc made up 0.03% of Fiducient Advisors's portfolio in Q1 2026, its #120 holding.
  • Fiducient Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 16 quarters since.
  • Fiducient Advisors's Walmart Inc position peaked at $1.14M in Q1 2024.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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