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Golden Road Advisors’s Walmart Inc WMT Stock Holding History

Golden Road Advisors’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 		$692K Buy
5,569
+2,966
+114% +$364K 0.4% 25
2025
Q4 		$290K Buy
2,603
+132
+5% +$14.2K 0.17% 40
2025
Q3 		$255K Sell
2,471
-2,379
-49% -$237K 0.15% 45
2025
Q2 		$474K Buy
+4,850
New +$462K 0.32% 27
2024
Q4 		– Sell
-4,495
Closed -$363K – 42
2024
Q3 		$363K Buy
+4,495
New +$330K 0.28% 29

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

Golden Road Advisors's WMT Position: Q1 2026 in Review

Golden Road Advisors increased its Walmart Inc (WMT) stake by 114% in Q1 2026, buying an estimated $364K and bringing the position to 5,569 shares worth $692K. The position accounts for 0.4% of the portfolio, ranked #25.

Golden Road Advisors first reported a position in WMT in Q3 2024 and has held it in 5 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Golden Road Advisors held 5,569 shares of Walmart Inc worth $692K as of Q1 2026.
  • Golden Road Advisors bought 2,966 Walmart Inc shares in Q1 2026, an estimated $364K.
  • Walmart Inc made up 0.4% of Golden Road Advisors's portfolio in Q1 2026, its #25 holding.
  • Golden Road Advisors first reported a position in Walmart Inc in Q3 2024 and has held it in 5 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Golden Road Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.