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Florida Financial Advisors’s Walmart Inc WMT Stock Holding History

Florida Financial 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 		$4.51M Sell
36,323
-3,225
-8% -$396K 1.08% 16
2025
Q4 		$4.4M Buy
39,548
+4,450
+13% +$478K 1.2% 16
2025
Q3 		$3.62M Buy
35,098
+9,267
+36% +$923K 1.12% 19
2025
Q2 		$2.53M Buy
25,831
+669
+3% +$63.7K 0.84% 24
2025
Q1 		$2.21M Buy
25,162
+10,170
+68% +$954K 0.87% 23
2024
Q4 		$1.35M Buy
14,992
+3,125
+26% +$271K 0.61% 32
2024
Q3 		$958K Sell
11,867
-315
-3% -$23.1K 0.49% 41
2024
Q2 		$825K Sell
12,182
-840
-6% -$52.9K 0.49% 42
2024
Q1 		$784K Sell
13,022
-388
-3% -$22.2K 0.58% 33
2023
Q4 		$705K Buy
+13,410
New +$710K 0.65% 31

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

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

Florida Financial Advisors reduced its Walmart Inc (WMT) stake by 8.2% in Q1 2026, selling an estimated $396K and leaving 36,323 shares worth $4.51M. The position accounts for 1.08% of the portfolio, ranked #16.

Florida Financial Advisors first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Florida Financial Advisors held 36,323 shares of Walmart Inc worth $4.51M as of Q1 2026.
  • Florida Financial Advisors sold 3,225 Walmart Inc shares in Q1 2026, an estimated $396K.
  • Walmart Inc made up 1.08% of Florida Financial Advisors's portfolio in Q1 2026, its #16 holding.
  • Florida Financial Advisors first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.