Invested Advisors’s Walmart Inc WMT Stock Holding History

Invested 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	$408K	Sell	3,282 -27	-0.8%	-$3.31K	0.41%	71
2025 Q4	$369K	Buy	3,309 +388	+13%	+$41.7K	0.38%	79
2025 Q3	$268K	Buy	+2,921	New	+$291K	0.39%	77

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

Invested Advisors's WMT Position: Q1 2026 in Review

Invested Advisors reduced its Walmart Inc (WMT) stake by 0.82% in Q1 2026, selling an estimated $3.31K and leaving 3,282 shares worth $408K. The position accounts for 0.41% of the portfolio, ranked #71.

Invested Advisors first reported a position in WMT in Q3 2025 and has held it in 3 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Invested Advisors held 3,282 shares of Walmart Inc worth $408K as of Q1 2026.
Invested Advisors sold 27 Walmart Inc shares in Q1 2026, an estimated $3.31K.
Walmart Inc made up 0.41% of Invested Advisors's portfolio in Q1 2026, its #71 holding.
Invested Advisors first reported a position in Walmart Inc in Q3 2025 and has held it in 3 quarters since.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Invested Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.