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First Foundation Advisors’s Walmart Inc WMT Stock Holding History

First Foundation 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 		$6.36M Buy
51,137
+1,102
+2% +$135K 0.26% 66
2025
Q4 		$5.57M Buy
50,035
+14,320
+40% +$1.54M 0.21% 72
2025
Q3 		$3.68M Buy
35,715
+13,372
+60% +$1.33M 0.14% 105
2025
Q2 		$2.18M Buy
22,343
+3,080
+16% +$293K 0.08% 130
2025
Q1 		$1.69M Sell
19,263
-1,567
-8% -$147K 0.07% 137
2024
Q4 		$1.88M Sell
20,830
-634
-3% -$55K 0.07% 128
2024
Q3 		$1.73M Buy
21,464
+173
+0.8% +$12.7K 0.07% 136
2024
Q2 		$1.44M Sell
21,291
-1,072
-5% -$67.5K 0.06% 140
2024
Q1 		$1.35M Buy
22,363
+1,447
+7% +$82.8K 0.05% 147
2023
Q4 		$1.1M Sell
20,916
-21,912
-51% -$1.16M 0.05% 166
2023
Q3 		$2.28M Buy
42,828
+258
+0.6% +$13.7K 0.11% 117
2023
Q2 		$2.23M Buy
42,570
+5,445
+15% +$275K 0.1% 124
2023
Q1 		$1.82M Buy
37,125
+6,597
+22% +$313K 0.08% 130
2022
Q4 		$1.44M Buy
30,528
+3,258
+12% +$155K 0.07% 154
2022
Q3 		$1.18M Sell
27,270
-2,904
-10% -$127K 0.06% 156
2022
Q2 		$1.22M Buy
30,174
+6,900
+30% +$318K 0.05% 166
2022
Q1 		$1.16M Sell
23,274
-54
-0.2% -$2.54K 0.04% 179
2021
Q4 		$1.13M Buy
23,328
+2,445
+12% +$117K 0.04% 190
2021
Q3 		$970K Buy
20,883
+2,616
+14% +$126K 0.04% 201
2021
Q2 		$859K Buy
18,267
+453
+3% +$21.1K 0.03% 220
2021
Q1 		$807K Sell
17,814
-9,927
-36% -$460K 0.03% 227
2020
Q4 		$1.33M Sell
27,741
-5,130
-16% -$249K 0.06% 164
2020
Q3 		$1.53M Sell
32,871
-594
-2% -$26.4K 0.07% 140
2020
Q2 		$1.34M Buy
33,465
+474
+1% +$19.5K 0.07% 150
2020
Q1 		$1.25M Buy
32,991
+14,565
+79% +$560K 0.08% 150
2019
Q4 		$730K Buy
18,426
+1,284
+7% +$51K 0.04% 204
2019
Q3 		$678K Buy
17,142
+180
+1% +$6.79K 0.04% 197
2019
Q2 		$625K Buy
16,962
+33
+0.2% +$1.14K 0.04% 205
2019
Q1 		$550K Sell
16,929
-1,881
-10% -$61K 0.03% 209
2018
Q4 		$584K Buy
18,810
+156
+0.8% +$5K 0.04% 233
2018
Q3 		$584K Buy
18,654
+27
+0.1% +$826 0.03% 219
2018
Q2 		$532K Sell
18,627
-555
-3% -$15.8K 0.03% 207
2018
Q1 		$569K Buy
19,182
+2,376
+14% +$76.4K 0.03% 201
2017
Q4 		$553K Buy
16,806
+3,186
+23% +$97.5K 0.03% 219
2017
Q3 		$355K Buy
13,620
+993
+8% +$26.1K 0.02% 231
2017
Q2 		$319K Sell
12,627
-8,733
-41% -$222K 0.02% 249
2017
Q1 		$513K Sell
21,360
-6,426
-23% -$148K 0.03% 205
2016
Q4 		$640K Buy
27,786
+1,413
+5% +$33K 0.04% 171
2016
Q3 		$634K Buy
26,373
+9,117
+53% +$221K 0.04% 171
2016
Q2 		$420K Sell
17,256
-585
-3% -$13.5K 0.03% 207
2016
Q1 		$407K Buy
17,841
+225
+1% +$4.93K 0.03% 193
2015
Q4 		$360K Buy
17,616
+4,170
+31% +$83.7K 0.02% 203
2015
Q3 		$291K Buy
13,446
+933
+7% +$21.4K 0.02% 188
2015
Q2 		$296K Sell
12,513
-999
-7% -$25.5K 0.02% 182
2015
Q1 		$370K Buy
13,512
+2,928
+28% +$83.1K 0.03% 170
2014
Q4 		$303K Sell
10,584
-3,741
-26% -$101K 0.03% 183
2014
Q3 		$365K Buy
14,325
+4,248
+42% +$107K 0.04% 161
2014
Q2 		$252K Sell
10,077
-237
-2% -$6.09K 0.03% 183
2014
Q1 		$263K Sell
10,314
-2,628
-20% -$66K 0.03% 156
2013
Q4 		$339K Buy
12,942
+1,605
+14% +$41.4K 0.05% 134
2013
Q3 		$279K Buy
+11,337
New +$286K 0.04% 133

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

First Foundation Advisors's WMT Position: Q1 2026 in Review

First Foundation Advisors increased its Walmart Inc (WMT) stake by 2.2% in Q1 2026, buying an estimated $135K and bringing the position to 51,137 shares worth $6.36M. The position accounts for 0.26% of the portfolio, ranked #66.

First Foundation Advisors first reported a position in WMT in Q3 2013 and has held it in 51 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • First Foundation Advisors held 51,137 shares of Walmart Inc worth $6.36M as of Q1 2026.
  • First Foundation Advisors bought 1,102 Walmart Inc shares in Q1 2026, an estimated $135K.
  • Walmart Inc made up 0.26% of First Foundation Advisors's portfolio in Q1 2026, its #66 holding.
  • First Foundation Advisors first reported a position in Walmart Inc in Q3 2013 and has held it in 51 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.