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Financial Security Advisor’s Walmart Inc WMT Stock Holding History

Financial Security Advisor’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 		$5.73M Sell
46,017
-565
-1% -$69.4K 1.05% 19
2025
Q4 		$5.2M Sell
46,582
-2,454
-5% -$263K 1.01% 19
2025
Q3 		$5.05M Sell
49,036
-1,134
-2% -$113K 1.07% 18
2025
Q2 		$4.91M Buy
50,170
+478
+1% +$45.5K 1.13% 18
2025
Q1 		$4.37M Sell
49,692
-1,980
-4% -$186K 1.11% 19
2024
Q4 		$4.68M Sell
51,672
-1,085
-2% -$94.2K 1.19% 16
2024
Q3 		$4.26M Sell
52,757
-1,441
-3% -$106K 1.06% 18
2024
Q2 		$3.67M Sell
54,198
-1,903
-3% -$120K 1.23% 20
2024
Q1 		$3.38M Sell
56,101
-101
-0.2% -$5.78K 1.18% 18
2023
Q4 		$2.96M Buy
56,202
+27
+0% +$1.43K 1.16% 17
2023
Q3 		$2.99M Buy
+56,175
New +$2.99M 1.38% 15

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 Security Advisor's WMT Position: Q1 2026 in Review

Financial Security Advisor reduced its Walmart Inc (WMT) stake by 1.2% in Q1 2026, selling an estimated $69.4K and leaving 46,017 shares worth $5.73M. The position accounts for 1.05% of the portfolio, ranked #19.

Financial Security Advisor first reported a position in WMT in Q3 2023 and has held it in 11 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Financial Security Advisor held 46,017 shares of Walmart Inc worth $5.73M as of Q1 2026.
  • Financial Security Advisor sold 565 Walmart Inc shares in Q1 2026, an estimated $69.4K.
  • Walmart Inc made up 1.05% of Financial Security Advisor's portfolio in Q1 2026, its #19 holding.
  • Financial Security Advisor first reported a position in Walmart Inc in Q3 2023 and has held it in 11 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Financial Security Advisor's 13F filing for Q1 2026, filed 4 May 2026.