First Affirmative Financial Network’s Walmart Inc WMT Stock Holding History

First Affirmative 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	$716K	Buy	+5,764	New	+$708K	0.28%	79
2025 Q3	$614K	Sell	5,954 -1,486	-20%	-$148K	0.29%	79
2025 Q2	$727K	Buy	7,440 +10	+0.1%	+$953	0.37%	62
2025 Q1	$652K	Buy	7,430 +186	+3%	+$17.4K	0.4%	65
2024 Q4	$655K	Sell	7,244 -2,235	-24%	-$194K	0.38%	64
2024 Q3	$765K	Buy	+9,479	New	+$696K	0.42%	59
2023 Q4	–	Sell	-4,044	Closed	-$216K	–	251
2023 Q3	$216K	Sell	4,044 -441	-10%	-$23.5K	0.21%	166
2023 Q2	$235K	Buy	4,485 +297	+7%	+$15K	0.23%	141
2023 Q1	$206K	Sell	4,188 -1,200	-22%	-$57K	0.24%	141
2022 Q4	$255K	Sell	5,388 -933	-15%	-$44.3K	0.31%	103
2022 Q3	$273K	Sell	6,321 -966	-13%	-$42.3K	0.35%	91
2022 Q2	$295K	Sell	7,287 -1,737	-19%	-$80.1K	0.34%	86
2022 Q1	$448K	Sell	9,024 -438	-5%	-$20.6K	0.43%	60
2021 Q4	$456K	Buy	9,462 +276	+3%	+$13.2K	0.42%	62
2021 Q3	$427K	Buy	+9,186	New	+$443K	0.44%	60

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Affirmative Financial Network's WMT Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Walmart Inc (WMT) in Q1 2026: 5,764 shares worth $716K. The stake represents 0.28% of the portfolio and ranks #79 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in WMT as recently as Q3 2025.

First Affirmative Financial Network first reported a position in WMT in Q3 2021 and has held it in 15 quarters since. The position peaked at $765K in Q3 2024. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

First Affirmative Financial Network held 5,764 shares of Walmart Inc worth $716K as of Q1 2026.
Walmart Inc was a new First Affirmative Financial Network position in Q1 2026.
Walmart Inc made up 0.28% of First Affirmative Financial Network's portfolio in Q1 2026, its #79 holding.
First Affirmative Financial Network first reported a position in Walmart Inc in Q3 2021 and has held it in 15 quarters since.
First Affirmative Financial Network's Walmart Inc position peaked at $765K in Q3 2024.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.