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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 		$497K Buy
+4,000
New +$491K 0.11% 153
2025
Q2 		– Sell
-8
Closed -$702 – 337
2025
Q1 		$702 Sell
8
-892
-99% -$83.7K ﹤0.01% 274
2024
Q4 		$81.3K Buy
900
+897
+29,900% +$77.8K 0.02% 260
2024
Q3 		$242 Buy
+3
New +$220 ﹤0.01% 256

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

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. 4,431 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.
  • 4,431 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.