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Insight Advisors’s Walmart Inc WMT Stock Holding History

Insight 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 		$1.81M Buy
14,568
+57
+0.4% +$7K 0.34% 39
2025
Q4 		$1.62M Sell
14,511
-442
-3% -$47.5K 0.24% 69
2025
Q3 		$1.54M Sell
14,953
-1,710
-10% -$170K 0.24% 68
2025
Q2 		$1.63M Sell
16,663
-621
-4% -$59.2K 0.26% 63
2025
Q1 		$1.52M Sell
17,284
-8
-0% -$750 0.26% 61
2024
Q4 		$1.57M Sell
17,292
-2,731
-14% -$237K 0.26% 63
2024
Q3 		$1.62M Buy
20,023
+202
+1% +$14.8K 0.28% 59
2024
Q2 		$1.34M Buy
19,821
+24
+0.1% +$1.51K 0.24% 71
2024
Q1 		$1.19M Sell
19,797
-1,398
-7% -$80K 0.23% 81
2023
Q4 		$1.11M Buy
21,195
+762
+4% +$40.3K 0.24% 72
2023
Q3 		$1.09M Buy
20,433
+2,424
+13% +$129K 0.25% 68
2023
Q2 		$943K Sell
18,009
-1,539
-8% -$77.6K 0.21% 81
2023
Q1 		$961K Sell
19,548
-9,234
-32% -$438K 0.23% 74
2022
Q4 		$1.37M Sell
28,782
-1,053
-4% -$50K 0.48% 51
2022
Q3 		$1.29M Buy
29,835
+522
+2% +$22.9K 0.51% 47
2022
Q2 		$1.22M Sell
29,313
-795
-3% -$36.7K 0.41% 58
2022
Q1 		$1.5M Buy
30,108
+8,733
+41% +$410K 0.45% 60
2021
Q4 		$1.03M Buy
21,375
+4,410
+26% +$211K 0.3% 84
2021
Q3 		$855K Sell
16,965
-1,278
-7% -$61.6K 0.26% 105
2021
Q2 		$865K Sell
18,243
-2,310
-11% -$108K 0.27% 95
2021
Q1 		$960K Buy
20,553
+2,787
+16% +$129K 0.3% 86
2020
Q4 		$854K Buy
+17,766
New +$863K 0.32% 84

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

Insight Advisors's WMT Position: Q1 2026 in Review

Insight Advisors increased its Walmart Inc (WMT) stake by 0.39% in Q1 2026, buying an estimated $7K and bringing the position to 14,568 shares worth $1.81M. The position accounts for 0.34% of the portfolio, ranked #39.

Insight Advisors first reported a position in WMT in Q4 2020 and has held it in 22 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Insight Advisors held 14,568 shares of Walmart Inc worth $1.81M as of Q1 2026.
  • Insight Advisors bought 57 Walmart Inc shares in Q1 2026, an estimated $7K.
  • Walmart Inc made up 0.34% of Insight Advisors's portfolio in Q1 2026, its #39 holding.
  • Insight Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 22 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.