GM Advisory Group’s Walmart Inc WMT Stock Holding History

GM Advisory Group’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	$5.19M	Sell	41,752 -114	-0.3%	-$14K	0.2%	61
2025 Q4	$4.66M	Buy	41,866 +2,848	+7%	+$306K	0.18%	63
2025 Q3	$4.02M	Buy	39,018 +7,593	+24%	+$756K	0.17%	64
2025 Q2	$3.07M	Buy	31,425 +21,421	+214%	+$2.04M	0.15%	71
2025 Q1	$878K	Buy	10,004 +619	+7%	+$58.1K	0.05%	141
2024 Q4	$848K	Buy	9,385 +1,399	+18%	+$121K	0.05%	133
2024 Q3	$645K	Buy	7,986 +1,940	+32%	+$142K	0.04%	148
2024 Q2	$409K	Buy	6,046 +13	+0.2%	+$819	0.03%	167
2024 Q1	$363K	Buy	6,033 +141	+2%	+$8.07K	0.03%	172
2023 Q4	$310K	Buy	5,892 +30	+0.5%	+$1.59K	0.02%	171
2023 Q3	$313K	Buy	5,862 +867	+17%	+$46.1K	0.03%	156
2023 Q2	$262K	Sell	4,995 -138	-3%	-$6.96K	0.02%	165
2023 Q1	$252K	Buy	5,133 +195	+4%	+$9.26K	0.02%	166
2022 Q4	$233K	Hold	4,938	–	–	0.02%	159
2022 Q3	$213K	Buy	+4,938	New	+$216K	0.03%	167
2015 Q1	–	Sell	-8,010	Closed	-$229K	–	75
2014 Q4	$229K	Buy	+8,010	New	+$216K	0.12%	60
2014 Q3	–	Sell	-8,967	Closed	-$224K	–	90
2014 Q2	$224K	Sell	8,967 -1,326	-13%	-$34.1K	0.19%	64
2014 Q1	$268K	Sell	10,293 -600	-6%	-$15.1K	0.21%	55
2013 Q4	$286K	Buy	+10,893	New	+$281K	0.29%	43

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

GM Advisory Group's WMT Position: Q1 2026 in Review

GM Advisory Group reduced its Walmart Inc (WMT) stake by 0.27% in Q1 2026, selling an estimated $14K and leaving 41,752 shares worth $5.19M. The position accounts for 0.2% of the portfolio, ranked #61.

GM Advisory Group first reported a position in WMT in Q4 2013 and has held it in 19 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

GM Advisory Group held 41,752 shares of Walmart Inc worth $5.19M as of Q1 2026.
GM Advisory Group sold 114 Walmart Inc shares in Q1 2026, an estimated $14K.
Walmart Inc made up 0.2% of GM Advisory Group's portfolio in Q1 2026, its #61 holding.
GM Advisory Group first reported a position in Walmart Inc in Q4 2013 and has held it in 19 quarters since.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.