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Journey Advisory Group’s Walmart Inc WMT Stock Holding History

Journey Advisory Group’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 		$9.42M Sell
76,547
-10,787
-12% -$1.32M 0.8% 32
2025
Q4 		$9.68M Buy
87,334
+4,344
+5% +$466K 0.81% 29
2025
Q3 		$8.55M Sell
82,990
-1,173
-1% -$117K 0.63% 40
2025
Q2 		$8.23M Buy
84,163
+1,711
+2% +$163K 0.64% 38
2025
Q1 		$7.24M Sell
82,452
-299
-0.4% -$28K 0.59% 41
2024
Q4 		$5.6M Hold
82,751
– – 0.67% 39
2024
Q3 		$5.6M Buy
82,751
+900
+1% +$66.1K 0.67% 39
2024
Q2 		$5.54M Sell
81,851
-7,450
-8% -$469K 0.66% 39
2024
Q1 		$5.37M Buy
89,301
+4,296
+5% +$246K 0.66% 41
2023
Q4 		$4.47M Sell
85,005
-2,334
-3% -$123K 0.61% 47
2023
Q3 		$4.66M Buy
87,339
+2,304
+3% +$123K 0.7% 40
2023
Q2 		$4.46M Sell
85,035
-8,376
-9% -$423K 0.66% 44
2023
Q1 		$4.59M Sell
93,411
-6,228
-6% -$296K 0.72% 40
2022
Q4 		$4.71M Buy
99,639
+12,585
+14% +$598K 1.17% 21
2022
Q3 		$3.76M Sell
87,054
-3,402
-4% -$149K 0.96% 22
2022
Q2 		$4M Buy
90,456
+13,719
+18% +$633K 0.92% 22
2022
Q1 		$3.81M Sell
76,737
-2,700
-3% -$127K 0.96% 24
2021
Q4 		$3.83M Buy
79,437
+12,432
+19% +$594K 1.06% 23
2021
Q3 		$3.11M Sell
67,005
-7,950
-11% -$383K 1.01% 26
2021
Q2 		$3.52M Buy
74,955
+753
+1% +$35.1K 1.12% 21
2021
Q1 		$3.36M Buy
74,202
+3
+0% +$139 1.18% 20
2020
Q4 		$3.56M Buy
+74,199
New +$3.6M 1.33% 18

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

Journey Advisory Group's WMT Position: Q1 2026 in Review

Journey Advisory Group reduced its Walmart Inc (WMT) stake by 12% in Q1 2026, selling an estimated $1.32M and leaving 76,547 shares worth $9.42M. The position accounts for 0.8% of the portfolio, ranked #32.

Journey Advisory Group first reported a position in WMT in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.68M in Q4 2025. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Journey Advisory Group held 76,547 shares of Walmart Inc worth $9.42M as of Q1 2026.
  • Journey Advisory Group sold 10,787 Walmart Inc shares in Q1 2026, an estimated $1.32M.
  • Walmart Inc made up 0.8% of Journey Advisory Group's portfolio in Q1 2026, its #32 holding.
  • Journey Advisory Group first reported a position in Walmart Inc in Q4 2020 and has held it in 22 quarters since.
  • Journey Advisory Group's Walmart Inc position peaked at $9.68M in Q4 2025.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.