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Fort Sheridan Advisors’s Walmart Inc WMT Stock Holding History

Fort Sheridan 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 		$1.65M Buy
13,275
+78
+0.6% +$9.58K 0.2% 87
2025
Q4 		$1.47M Buy
13,197
+600
+5% +$64.4K 0.19% 86
2025
Q3 		$1.3M Hold
12,597
– – 0.17% 92
2025
Q2 		$1.23M Hold
12,597
– – 0.18% 87
2025
Q1 		$1.11M Buy
12,597
+239
+2% +$22.4K 0.17% 90
2024
Q4 		$1.12M Sell
12,358
-877
-7% -$76.1K 0.16% 95
2024
Q3 		$1.07M Sell
13,235
-529
-4% -$38.9K 0.16% 93
2024
Q2 		$932K Buy
13,764
+771
+6% +$48.6K 0.15% 94
2024
Q1 		$782K Buy
12,993
+1,722
+15% +$98.5K 0.15% 98
2023
Q4 		$592K Buy
11,271
+300
+3% +$15.9K 0.12% 112
2023
Q3 		$585K Hold
10,971
– – 0.13% 107
2023
Q2 		$575K Buy
10,971
+1,455
+15% +$73.4K 0.13% 107
2023
Q1 		$468K Buy
9,516
+780
+9% +$37K 0.12% 118
2022
Q4 		$413K Hold
8,736
– – 0.13% 117
2022
Q3 		$378K Hold
8,736
– – 0.13% 118
2022
Q2 		$354K Sell
8,736
-3,000
-26% -$138K 0.12% 121
2022
Q1 		$583K Sell
11,736
-750
-6% -$35.2K 0.17% 97
2021
Q4 		$602K Sell
12,486
-540
-4% -$25.8K 0.17% 95
2021
Q3 		$605K Sell
13,026
-285
-2% -$13.7K 0.2% 91
2021
Q2 		$626K Buy
13,311
+225
+2% +$10.5K 0.21% 87
2021
Q1 		$592K Buy
13,086
+1,950
+18% +$90.3K 0.24% 68
2020
Q4 		$535K Buy
11,136
+2,700
+32% +$131K 0.26% 55
2020
Q3 		$393K Buy
8,436
+270
+3% +$12K 0.23% 59
2020
Q2 		$326K Buy
8,166
+30
+0.4% +$1.23K 0.2% 66
2020
Q1 		$308K Sell
8,136
-19,620
-71% -$755K 0.23% 56
2019
Q4 		$1.1M Buy
27,756
+1,146
+4% +$45.5K 0.59% 28
2019
Q3 		$1.05M Hold
26,610
– – 0.59% 30
2019
Q2 		$980K Hold
26,610
– – 0.57% 28
2019
Q1 		$865K Hold
26,610
– – 0.57% 26
2018
Q4 		$826K Buy
+26,610
New +$853K 0.59% 25

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

Fort Sheridan Advisors's WMT Position: Q1 2026 in Review

Fort Sheridan Advisors increased its Walmart Inc (WMT) stake by 0.59% in Q1 2026, buying an estimated $9.58K and bringing the position to 13,275 shares worth $1.65M. The position accounts for 0.2% of the portfolio, ranked #87.

Fort Sheridan Advisors first reported a position in WMT in Q4 2018 and has held it in 30 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Fort Sheridan Advisors held 13,275 shares of Walmart Inc worth $1.65M as of Q1 2026.
  • Fort Sheridan Advisors bought 78 Walmart Inc shares in Q1 2026, an estimated $9.58K.
  • Walmart Inc made up 0.2% of Fort Sheridan Advisors's portfolio in Q1 2026, its #87 holding.
  • Fort Sheridan Advisors first reported a position in Walmart Inc in Q4 2018 and has held it in 30 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Fort Sheridan Advisors's 13F filing for Q1 2026, filed 6 May 2026.