Garden State Investment Advisory Services’s Walmart Inc WMT Stock Holding History

Garden State Investment Advisory Services’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	$1.27M	Buy	10,164 +807	+9%	+$99.1K	0.28%	80
2025 Q4	$1.05M	Buy	9,357 +974	+12%	+$105K	0.23%	92
2025 Q3	$864K	Buy	8,383 +6	+0.1%	+$597	0.19%	102
2025 Q2	$820K	Sell	8,377 -256	-3%	-$24.4K	0.21%	99
2025 Q1	$750K	Buy	8,633 +878	+11%	+$82.4K	0.24%	87
2024 Q4	$702K	Buy	7,755 +187	+2%	+$16.2K	0.21%	90
2024 Q3	$612K	Sell	7,568 -76	-1%	-$5.58K	0.2%	98
2024 Q2	$518K	Buy	7,644 +1,047	+16%	+$65.9K	0.18%	110
2024 Q1	$397K	Buy	6,597 +2,151	+48%	+$123K	0.15%	135
2023 Q4	$234K	Buy	4,446 +435	+11%	+$23K	0.09%	180
2023 Q3	$214K	Buy	4,011 +3	+0.1%	+$160	0.1%	170
2023 Q2	$210K	Buy	+4,008	New	+$202K	0.08%	192

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

Garden State Investment Advisory Services's WMT Position: Q1 2026 in Review

Garden State Investment Advisory Services increased its Walmart Inc (WMT) stake by 8.6% in Q1 2026, buying an estimated $99.1K and bringing the position to 10,164 shares worth $1.27M. The position accounts for 0.28% of the portfolio, ranked #80.

Garden State Investment Advisory Services first reported a position in WMT in Q2 2023 and has held it in 12 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Garden State Investment Advisory Services held 10,164 shares of Walmart Inc worth $1.27M as of Q1 2026.
Garden State Investment Advisory Services bought 807 Walmart Inc shares in Q1 2026, an estimated $99.1K.
Walmart Inc made up 0.28% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #80 holding.
Garden State Investment Advisory Services first reported a position in Walmart Inc in Q2 2023 and has held it in 12 quarters since.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.