Financial Engines Advisors
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Financial Engines Advisors’s Walmart Inc WMT Stock Holding History

Financial Engines 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 		$3.18M Buy
25,583
+627
+3% +$77K 0.01% 177
2025
Q4 		$2.78M Buy
24,956
+4,963
+25% +$533K 0.01% 201
2025
Q3 		$2.06M Buy
19,993
+1,282
+7% +$128K ﹤0.01% 234
2025
Q2 		$1.83M Buy
18,711
+5,846
+45% +$557K ﹤0.01% 228
2025
Q1 		$1.13M Sell
12,865
-2,393
-16% -$224K ﹤0.01% 247
2024
Q4 		$1.38M Buy
15,258
+10,861
+247% +$942K ﹤0.01% 231
2024
Q3 		$355K Sell
4,397
-2,862
-39% -$210K ﹤0.01% 315
2024
Q2 		$492K Buy
7,259
+1,794
+33% +$113K ﹤0.01% 263
2024
Q1 		$330K Sell
5,465
-3,148
-37% -$180K ﹤0.01% 278
2023
Q4 		$454K Buy
8,613
+4,653
+118% +$246K ﹤0.01% 238
2023
Q3 		$211K Buy
+3,960
New +$211K ﹤0.01% 273
2022
Q4 		– Sell
-7,254
Closed -$313K – 310
2022
Q3 		$313K Sell
7,254
-1,125
-13% -$49.3K ﹤0.01% 237
2022
Q2 		$339K Buy
+8,379
New +$386K ﹤0.01% 237
2021
Q4 		– Sell
-6,732
Closed -$312K – 312
2021
Q3 		$312K Sell
6,732
-2,547
-27% -$123K ﹤0.01% 210
2021
Q2 		$436K Sell
9,279
-2,004
-18% -$93.3K ﹤0.01% 150
2021
Q1 		$513K Sell
11,283
-1,065
-9% -$49.3K ﹤0.01% 158
2020
Q4 		$596K Sell
12,348
-2,190
-15% -$106K ﹤0.01% 150
2020
Q3 		$678K Buy
14,538
+8,838
+155% +$393K ﹤0.01% 138
2020
Q2 		$228K Buy
+5,700
New +$234K ﹤0.01% 184
2018
Q4 		– Sell
-318
Closed -$10K – 180
2018
Q3 		$10K Buy
318
+6
+2% +$184 ﹤0.01% 94
2018
Q2 		$9K Buy
312
+153
+96% +$4.35K ﹤0.01% 93
2018
Q1 		$5K Buy
+159
New +$5.11K ﹤0.01% 111
2017
Q4 		– Sell
-1,830
Closed -$48K – 235
2017
Q3 		$48K Buy
+1,830
New +$48K ﹤0.01% 86

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

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

Financial Engines Advisors increased its Walmart Inc (WMT) stake by 2.5% in Q1 2026, buying an estimated $77K and bringing the position to 25,583 shares worth $3.18M. The position accounts for 0.01% of the portfolio, ranked #177.

Financial Engines Advisors first reported a position in WMT in Q3 2017 and has held it in 23 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Financial Engines Advisors held 25,583 shares of Walmart Inc worth $3.18M as of Q1 2026.
  • Financial Engines Advisors bought 627 Walmart Inc shares in Q1 2026, an estimated $77K.
  • Walmart Inc made up 0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #177 holding.
  • Financial Engines Advisors first reported a position in Walmart Inc in Q3 2017 and has held it in 23 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.