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Gladstone Institutional Advisory’s Walmart Inc WMT Stock Holding History

Gladstone Institutional Advisory’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 		$11M Sell
88,219
-5,380
-6% -$661K 0.41% 53
2025
Q4 		$10.4M Sell
93,599
-13,785
-13% -$1.48M 0.39% 52
2025
Q3 		$11.1M Buy
107,384
+14,123
+15% +$1.41M 0.43% 49
2025
Q2 		$9.12M Buy
93,261
+11,532
+14% +$1.1M 0.38% 54
2025
Q1 		$7.17M Sell
81,729
-10,120
-11% -$949K 0.33% 72
2024
Q4 		$8.3M Buy
91,849
+6,857
+8% +$595K 0.38% 55
2024
Q3 		$6.86M Sell
84,992
-6,418
-7% -$471K 0.34% 74
2024
Q2 		$6.19M Buy
91,410
+5,145
+6% +$324K 0.32% 78
2024
Q1 		$5.19M Buy
86,265
+2,796
+3% +$160K 0.28% 93
2023
Q4 		$4.39M Buy
83,469
+1,056
+1% +$55.9K 0.25% 107
2023
Q3 		$4.39M Buy
82,413
+2,787
+4% +$148K 0.28% 91
2023
Q2 		$4.17M Sell
79,626
-396
-0.5% -$20K 0.25% 104
2023
Q1 		$3.93M Buy
80,022
+22,119
+38% +$1.05M 0.25% 110
2022
Q4 		$2.74M Sell
57,903
-8,646
-13% -$411K 0.19% 153
2022
Q3 		$2.88M Sell
66,549
-21,660
-25% -$949K 0.22% 111
2022
Q2 		$3.58M Buy
88,209
+25,212
+40% +$1.16M 0.28% 83
2022
Q1 		$3.13M Sell
62,997
-31,542
-33% -$1.48M 0.21% 124
2021
Q4 		$4.56M Buy
94,539
+39,417
+72% +$1.88M 0.35% 78
2021
Q3 		$2.56M Buy
55,122
+29,160
+112% +$1.4M 0.25% 115
2021
Q2 		$1.22M Buy
25,962
+6,507
+33% +$303K 0.14% 167
2021
Q1 		$881K Buy
19,455
+6,477
+50% +$300K 0.14% 163
2020
Q4 		$624K Sell
12,978
-6,666
-34% -$324K 0.12% 144
2020
Q3 		$916K Buy
19,644
+1,629
+9% +$72.4K 0.22% 105
2020
Q2 		$719K Buy
18,015
+6,225
+53% +$256K 0.18% 107
2020
Q1 		$447K Buy
11,790
+4,566
+63% +$176K 0.12% 149
2019
Q4 		$286K Sell
7,224
-4,008
-36% -$159K 0.07% 197
2019
Q3 		$444K Sell
11,232
-945
-8% -$35.7K 0.11% 160
2019
Q2 		$448K Buy
12,177
+4,236
+53% +$146K 0.14% 151
2019
Q1 		$258K Buy
7,941
+33
+0.4% +$1.07K 0.09% 167
2018
Q4 		$246K Buy
+7,908
New +$254K 0.14% 146

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

Gladstone Institutional Advisory's WMT Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Walmart Inc (WMT) stake by 5.7% in Q1 2026, selling an estimated $661K and leaving 88,219 shares worth $11M. The position accounts for 0.41% of the portfolio, ranked #53.

Gladstone Institutional Advisory first reported a position in WMT in Q4 2018 and has held it in 30 quarters since. The position peaked at $11.1M in Q3 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Gladstone Institutional Advisory held 88,219 shares of Walmart Inc worth $11M as of Q1 2026.
  • Gladstone Institutional Advisory sold 5,380 Walmart Inc shares in Q1 2026, an estimated $661K.
  • Walmart Inc made up 0.41% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #53 holding.
  • Gladstone Institutional Advisory first reported a position in Walmart Inc in Q4 2018 and has held it in 30 quarters since.
  • Gladstone Institutional Advisory's Walmart Inc position peaked at $11.1M in Q3 2025.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.