Insigneo Advisory Services’s Walmart Inc WMT Stock Holding History

Insigneo Advisory Services’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	$6.49M	Buy	52,194 +2,990	+6%	+$367K	0.46%	35
2025 Q4	$5.48M	Sell	49,204 -6,100	-11%	-$655K	0.39%	37
2025 Q3	$5.7M	Buy	55,304 +216	+0.4%	+$21.5K	0.4%	37
2025 Q2	$5.39M	Buy	55,088 +2,002	+4%	+$191K	0.46%	30
2025 Q1	$4.66M	Buy	53,086 +6,307	+13%	+$592K	0.48%	31
2024 Q4	$4.23M	Sell	46,779 -3,825	-8%	-$332K	0.44%	37
2024 Q3	$4.09M	Buy	50,604 +4,064	+9%	+$298K	0.41%	42
2024 Q2	$3.15M	Sell	46,540 -7,445	-14%	-$469K	0.35%	52
2024 Q1	$3.26M	Sell	53,985 -3,000	-5%	-$172K	0.39%	48
2023 Q4	$3M	Buy	56,985 +6,960	+14%	+$368K	0.42%	41
2023 Q3	$2.67M	Buy	50,025 +3,114	+7%	+$166K	0.54%	33
2023 Q2	$2.46M	Buy	46,911 +12,663	+37%	+$639K	0.47%	39
2023 Q1	$1.69M	Buy	34,248 +3,009	+10%	+$143K	0.54%	34
2022 Q4	$1.48M	Buy	+31,239	New	+$1.48M	0.56%	38

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

Insigneo Advisory Services's WMT Position: Q1 2026 in Review

Insigneo Advisory Services increased its Walmart Inc (WMT) stake by 6.1% in Q1 2026, buying an estimated $367K and bringing the position to 52,194 shares worth $6.49M. The position accounts for 0.46% of the portfolio, ranked #35.

Insigneo Advisory Services first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Insigneo Advisory Services held 52,194 shares of Walmart Inc worth $6.49M as of Q1 2026.
Insigneo Advisory Services bought 2,990 Walmart Inc shares in Q1 2026, an estimated $367K.
Walmart Inc made up 0.46% of Insigneo Advisory Services's portfolio in Q1 2026, its #35 holding.
Insigneo Advisory Services first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.