Great Valley Advisor Group’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.4M | Buy |
172,201
+5,891
| +4% | +$723K | 0.39% | 68 |
|
|
2025
Q4 | $18.5M | Sell |
166,310
-9,941
| -6% | -$1.07M | 0.36% | 69 |
|
|
2025
Q3 | $18.2M | Buy |
176,251
+11,555
| +7% | +$1.15M | 0.36% | 68 |
|
|
2025
Q2 | $16.1M | Sell |
164,696
-8,693
| -5% | -$828K | 0.36% | 75 |
|
|
2025
Q1 | $15.2M | Sell |
173,389
-47,642
| -22% | -$4.47M | 0.33% | 80 |
|
|
2024
Q4 | $20M | Buy |
221,031
+3,802
| +2% | +$330K | 0.45% | 56 |
|
|
2024
Q3 | $17.5M | Buy |
217,229
+29,727
| +16% | +$2.18M | 0.43% | 62 |
|
|
2024
Q2 | $12.7M | Buy |
187,502
+14,569
| +8% | +$917K | 0.36% | 77 |
|
|
2024
Q1 | $10.4M | Buy |
172,933
+5,086
| +3% | +$291K | 0.32% | 84 |
|
|
2023
Q4 | $8.82M | Buy |
167,847
+7,257
| +5% | +$384K | 0.31% | 83 |
|
|
2023
Q3 | $8.56M | Buy |
160,590
+10,620
| +7% | +$565K | 0.35% | 70 |
|
|
2023
Q2 | $7.86M | Buy |
149,970
+13,122
| +10% | +$662K | 0.33% | 73 |
|
|
2023
Q1 | $6.73M | Buy |
136,848
+51,948
| +61% | +$2.47M | 0.31% | 85 |
|
|
2022
Q4 | $4.01M | Sell |
84,900
-1,398
| -2% | -$66.4K | 0.21% | 119 |
|
|
2022
Q3 | $3.73M | Buy |
86,298
+1,200
| +1% | +$52.6K | 0.21% | 122 |
|
|
2022
Q2 | $3.45M | Buy |
85,098
+20,790
| +32% | +$959K | 0.19% | 136 |
|
|
2022
Q1 | $3.14M | Buy |
64,308
+2,823
| +5% | +$133K | 0.18% | 141 |
|
|
2021
Q4 | $2.9M | Buy |
61,485
+2,673
| +5% | +$128K | 0.18% | 140 |
|
|
2021
Q3 | $2.73M | Buy |
58,812
+3,828
| +7% | +$184K | 0.19% | 138 |
|
|
2021
Q2 | $2.52M | Buy |
54,984
+900
| +2% | +$41.9K | 0.19% | 137 |
|
|
2021
Q1 | $2.45M | Sell |
54,084
-13,482
| -20% | -$624K | 0.24% | 102 |
|
|
2020
Q4 | $3.25M | Buy |
67,566
+516
| +0.8% | +$25.1K | 0.34% | 68 |
|
|
2020
Q3 | $3.13M | Buy |
67,050
+1,443
| +2% | +$64.2K | 0.38% | 62 |
|
|
2020
Q2 | $2.62M | Buy |
65,607
+7,752
| +13% | +$319K | 0.43% | 60 |
|
|
2020
Q1 | $2.19M | Buy |
57,855
+1,665
| +3% | +$64K | 0.58% | 45 |
|
|
2019
Q4 | $2.23M | Buy |
56,190
+1,296
| +2% | +$51.5K | 0.5% | 61 |
|
|
2019
Q3 | $2.17M | Buy |
54,894
+1,245
| +2% | +$47K | 0.52% | 58 |
|
|
2019
Q2 | $1.98M | Buy |
53,649
+32,388
| +152% | +$1.12M | 0.5% | 63 |
|
|
2019
Q1 | $691K | Buy |
21,261
+456
| +2% | +$14.8K | 0.22% | 128 |
|
|
2018
Q4 | $646K | Buy |
+20,805
| New | +$667K | 0.24% | 99 |
|
Other funds holding WMT
VCM
VPM
Great Valley Advisor Group's WMT Position: Q1 2026 in Review
Great Valley Advisor Group increased its Walmart Inc (WMT) stake by 3.5% in Q1 2026, buying an estimated $723K and bringing the position to 172,201 shares worth $21.4M. The position accounts for 0.39% of the portfolio, ranked #68.
Great Valley Advisor Group first reported a position in WMT in Q4 2018 and has held it in 30 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Great Valley Advisor Group held 172,201 shares of Walmart Inc worth $21.4M as of Q1 2026.
- Great Valley Advisor Group bought 5,891 Walmart Inc shares in Q1 2026, an estimated $723K.
- Walmart Inc made up 0.39% of Great Valley Advisor Group's portfolio in Q1 2026, its #68 holding.
- Great Valley Advisor Group first reported a position in Walmart Inc in Q4 2018 and has held it in 30 quarters since.
- 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.