Forvis Mazars Wealth Advisors’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.8M | Buy |
94,786
+2,924
| +3% | +$359K | 0.22% | 52 |
|
|
2025
Q4 | $10.2M | Sell |
91,862
-554
| -0.6% | -$59.5K | 0.19% | 61 |
|
|
2025
Q3 | $9.52M | Sell |
92,416
-1,213
| -1% | -$121K | 0.19% | 63 |
|
|
2025
Q2 | $9.15M | Buy |
93,629
+3
| +0% | +$286 | 0.2% | 61 |
|
|
2025
Q1 | $8.22M | Sell |
93,626
-114,107
| -55% | -$10.7M | 0.2% | 64 |
|
|
2024
Q4 | $18.8M | Sell |
207,733
-510
| -0.2% | -$44.3K | 0.43% | 38 |
|
|
2024
Q3 | $16.8M | Buy |
208,243
+115,881
| +125% | +$8.51M | 0.39% | 43 |
|
|
2024
Q2 | $6.25M | Sell |
92,362
-3,887
| -4% | -$245K | 0.16% | 78 |
|
|
2024
Q1 | $5.79M | Buy |
96,249
+2,055
| +2% | +$118K | 0.15% | 81 |
|
|
2023
Q4 | $4.95M | Sell |
94,194
-4,176
| -4% | -$221K | 0.14% | 84 |
|
|
2023
Q3 | $5.24M | Sell |
98,370
-127,113
| -56% | -$6.76M | 0.16% | 80 |
|
|
2023
Q2 | $11.8M | Buy |
225,483
+6,651
| +3% | +$336K | 0.35% | 50 |
|
|
2023
Q1 | $10.8M | Buy |
218,832
+8,364
| +4% | +$397K | 0.35% | 50 |
|
|
2022
Q4 | $9.95M | Sell |
210,468
-513
| -0.2% | -$24.4K | 0.35% | 54 |
|
|
2022
Q3 | $9.12M | Sell |
210,981
-3,372
| -2% | -$148K | 0.37% | 47 |
|
|
2022
Q2 | $8.69M | Buy |
214,353
+12,423
| +6% | +$573K | 0.35% | 45 |
|
|
2022
Q1 | $10M | Buy |
201,930
+4,500
| +2% | +$211K | 0.42% | 29 |
|
|
2021
Q4 | $9.52M | Buy |
197,430
+2,559
| +1% | +$122K | 0.4% | 30 |
|
|
2021
Q3 | $9.05M | Buy |
194,871
+4,533
| +2% | +$218K | 0.42% | 29 |
|
|
2021
Q2 | $8.95M | Buy |
190,338
+3,450
| +2% | +$161K | 0.42% | 28 |
|
|
2021
Q1 | $8.46M | Sell |
186,888
-25,083
| -12% | -$1.16M | 0.42% | 26 |
|
|
2020
Q4 | $10.2M | Buy |
211,971
+10,794
| +5% | +$524K | 0.51% | 24 |
|
|
2020
Q3 | $9.38M | Buy |
201,177
+4,926
| +3% | +$219K | 0.55% | 25 |
|
|
2020
Q2 | $7.84M | Buy |
196,251
+98,370
| +100% | +$4.05M | 0.51% | 24 |
|
|
2020
Q1 | $3.71M | Sell |
97,881
-19,434
| -17% | -$748K | 0.3% | 44 |
|
|
2019
Q4 | $4.65M | Buy |
117,315
+222
| +0.2% | +$8.82K | 0.33% | 39 |
|
|
2019
Q3 | $4.63M | Buy |
117,093
+20,406
| +21% | +$770K | 0.37% | 34 |
|
|
2019
Q2 | $3.56M | Sell |
96,687
-1,386
| -1% | -$47.8K | 0.29% | 47 |
|
|
2019
Q1 | $3.19M | Buy |
98,073
+26,574
| +37% | +$862K | 0.26% | 56 |
|
|
2018
Q4 | $2.22M | Sell |
71,499
-30,636
| -30% | -$982K | 0.23% | 58 |
|
|
2018
Q3 | $3.2M | Buy |
102,135
+19,743
| +24% | +$604K | 0.28% | 46 |
|
|
2018
Q2 | $2.35M | Sell |
82,392
-14,370
| -15% | -$409K | 0.23% | 62 |
|
|
2018
Q1 | $2.87M | Buy |
96,762
+23,928
| +33% | +$770K | 0.29% | 46 |
|
|
2017
Q4 | $2.4M | Sell |
72,834
-540
| -0.7% | -$16.5K | 0.24% | 59 |
|
|
2017
Q3 | $1.91M | Sell |
73,374
-27,975
| -28% | -$734K | 0.21% | 68 |
|
|
2017
Q2 | $2.56M | Buy |
101,349
+28,263
| +39% | +$717K | 0.29% | 50 |
|
|
2017
Q1 | $1.76M | Buy |
73,086
+114
| +0.2% | +$2.62K | 0.21% | 62 |
|
|
2016
Q4 | $1.68M | Buy |
72,972
+3,624
| +5% | +$84.6K | 0.22% | 62 |
|
|
2016
Q3 | $1.67M | Sell |
69,348
-34,422
| -33% | -$835K | 0.23% | 53 |
|
|
2016
Q2 | $2.52M | Buy |
103,770
+20,970
| +25% | +$485K | 0.38% | 41 |
|
|
2016
Q1 | $1.89M | Sell |
82,800
-12,984
| -14% | -$285K | 0.3% | 42 |
|
|
2015
Q4 | $1.96M | Sell |
95,784
-924
| -1% | -$18.5K | 0.29% | 43 |
|
|
2015
Q3 | $2.09M | Buy |
96,708
+1,038
| +1% | +$23.8K | 0.37% | 36 |
|
|
2015
Q2 | $2.26M | Buy |
95,670
+7,551
| +9% | +$193K | 0.34% | 41 |
|
|
2015
Q1 | $2.42M | Buy |
88,119
+8,289
| +10% | +$235K | 0.35% | 39 |
|
|
2014
Q4 | $2.29M | Sell |
79,830
-123
| -0.2% | -$3.32K | 0.37% | 41 |
|
|
2014
Q3 | $2.04M | Sell |
79,953
-25,797
| -24% | -$651K | 0.35% | 43 |
|
|
2014
Q2 | $2.65M | Buy |
105,750
+6,825
| +7% | +$175K | 0.45% | 36 |
|
|
2014
Q1 | $2.52M | Buy |
98,925
+558
| +0.6% | +$14K | 0.45% | 40 |
|
|
2013
Q4 | $2.58M | Sell |
98,367
-609
| -0.6% | -$15.7K | 0.48% | 36 |
|
|
2013
Q3 | $2.44M | Buy |
98,976
+8,169
| +9% | +$206K | 0.5% | 38 |
|
|
2013
Q2 | $2.25M | Buy |
+90,807
| New | +$2.33M | 1.79% | 18 |
|
Other funds holding WMT
VCM
VPM
Forvis Mazars Wealth Advisors's WMT Position: Q1 2026 in Review
Forvis Mazars Wealth Advisors increased its Walmart Inc (WMT) stake by 3.2% in Q1 2026, buying an estimated $359K and bringing the position to 94,786 shares worth $11.8M. The position accounts for 0.22% of the portfolio, ranked #52.
Forvis Mazars Wealth Advisors first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $18.8M in Q4 2024. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Forvis Mazars Wealth Advisors held 94,786 shares of Walmart Inc worth $11.8M as of Q1 2026.
- Forvis Mazars Wealth Advisors bought 2,924 Walmart Inc shares in Q1 2026, an estimated $359K.
- Walmart Inc made up 0.22% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #52 holding.
- Forvis Mazars Wealth Advisors first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
- Forvis Mazars Wealth Advisors's Walmart Inc position peaked at $18.8M in Q4 2024.
- 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.