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

Guardian Wealth Advisors (North Carolina)’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 		$7.11M Sell
57,215
-2,570
-4% -$316K 0.45% 39
2025
Q4 		$6.66M Sell
59,785
-2,886
-5% -$310K 0.41% 41
2025
Q3 		$6.46M Buy
62,671
+1,243
+2% +$124K 0.42% 43
2025
Q2 		$6.01M Buy
61,428
+3,824
+7% +$364K 0.42% 44
2025
Q1 		$5.06M Buy
57,604
+576
+1% +$54K 0.4% 44
2024
Q4 		$5.15M Buy
57,028
+4,454
+8% +$387K 0.41% 44
2024
Q3 		$4.25M Buy
52,574
+933
+2% +$68.5K 0.45% 36
2024
Q2 		$3.5M Buy
51,641
+2,091
+4% +$132K 0.41% 38
2024
Q1 		$2.98M Buy
49,550
+2,342
+5% +$134K 0.36% 39
2023
Q4 		$2.48M Buy
47,208
+3,207
+7% +$170K 0.38% 43
2023
Q3 		$2.35M Buy
44,001
+15,069
+52% +$802K 0.4% 38
2023
Q2 		$1.52M Buy
28,932
+285
+1% +$14.4K 0.26% 53
2023
Q1 		$1.41M Buy
28,647
+867
+3% +$41.1K 0.25% 54
2022
Q4 		$1.32M Sell
27,780
-270
-1% -$12.8K 0.25% 52
2022
Q3 		$1.21M Buy
28,050
+1,368
+5% +$59.9K 0.23% 52
2022
Q2 		$1.08M Buy
26,682
+9,252
+53% +$427K 0.2% 59
2022
Q1 		$868K Buy
17,430
+2,346
+16% +$110K 0.37% 48
2021
Q4 		$728K Buy
+15,084
New +$720K 0.31% 60

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

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

Guardian Wealth Advisors (North Carolina) reduced its Walmart Inc (WMT) stake by 4.3% in Q1 2026, selling an estimated $316K and leaving 57,215 shares worth $7.11M. The position accounts for 0.45% of the portfolio, ranked #39.

Guardian Wealth Advisors (North Carolina) first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 57,215 shares of Walmart Inc worth $7.11M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 2,570 Walmart Inc shares in Q1 2026, an estimated $316K.
  • Walmart Inc made up 0.45% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #39 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.