Guardian Wealth Advisors (Minnesota)’s Walmart Inc WMT Stock Holding History

Guardian Wealth Advisors (Minnesota)’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	$412K	Sell	3,317 -445	-12%	-$54.6K	0.24%	41
2025 Q4	$419K	Sell	3,762 -15	-0.4%	-$1.61K	0.24%	41
2025 Q3	$389K	Sell	3,777 -121	-3%	-$12K	0.22%	44
2025 Q2	$381K	Sell	3,898 -133	-3%	-$12.7K	0.23%	47
2025 Q1	$354K	Buy	4,031 +166	+4%	+$15.6K	0.23%	52
2024 Q4	$349K	Buy	3,865 +5	+0.1%	+$434	0.22%	52
2024 Q3	$312K	Buy	3,860 +155	+4%	+$11.4K	0.19%	60
2024 Q2	$251K	Buy	3,705 +61	+2%	+$3.84K	0.16%	66
2024 Q1	$219K	Buy	+3,644	New	+$209K	0.14%	71

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

Guardian Wealth Advisors (Minnesota)'s WMT Position: Q1 2026 in Review

Guardian Wealth Advisors (Minnesota) reduced its Walmart Inc (WMT) stake by 12% in Q1 2026, selling an estimated $54.6K and leaving 3,317 shares worth $412K. The position accounts for 0.24% of the portfolio, ranked #41.

Guardian Wealth Advisors (Minnesota) first reported a position in WMT in Q1 2024 and has held it in 9 quarters since. The position peaked at $419K in Q4 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Guardian Wealth Advisors (Minnesota) held 3,317 shares of Walmart Inc worth $412K as of Q1 2026.
Guardian Wealth Advisors (Minnesota) sold 445 Walmart Inc shares in Q1 2026, an estimated $54.6K.
Walmart Inc made up 0.24% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q1 2026, its #41 holding.
Guardian Wealth Advisors (Minnesota) first reported a position in Walmart Inc in Q1 2024 and has held it in 9 quarters since.
Guardian Wealth Advisors (Minnesota)'s Walmart Inc position peaked at $419K in Q4 2025.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q1 2026, filed 1 May 2026.