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Gutierrez Wealth Advisory’s Walmart Inc WMT Stock Holding History

Gutierrez Wealth Advisory’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 		$1.56M Sell
12,556
-5,114
-29% -$628K 0.97% 18
2025
Q4 		$1.97M Sell
17,670
-1,042
-6% -$112K 1.24% 16
2025
Q3 		$1.93M Sell
18,712
-19,418
-51% -$1.93M 1.23% 16
2025
Q2 		$3.73M Buy
38,130
+109
+0.3% +$10.4K 2.5% 15
2025
Q1 		$3.34M Buy
38,021
+167
+0.4% +$15.7K 2.71% 13
2024
Q4 		$3.42M Buy
+37,854
New +$3.28M 2.82% 12

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

Gutierrez Wealth Advisory's WMT Position: Q1 2026 in Review

Gutierrez Wealth Advisory reduced its Walmart Inc (WMT) stake by 29% in Q1 2026, selling an estimated $628K and leaving 12,556 shares worth $1.56M. The position accounts for 0.97% of the portfolio, ranked #18.

Gutierrez Wealth Advisory first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.73M in Q2 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Gutierrez Wealth Advisory held 12,556 shares of Walmart Inc worth $1.56M as of Q1 2026.
  • Gutierrez Wealth Advisory sold 5,114 Walmart Inc shares in Q1 2026, an estimated $628K.
  • Walmart Inc made up 0.97% of Gutierrez Wealth Advisory's portfolio in Q1 2026, its #18 holding.
  • Gutierrez Wealth Advisory first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • Gutierrez Wealth Advisory's Walmart Inc position peaked at $3.73M in Q2 2025.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.