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Kelleher Financial Advisors’s Walmart Inc WMT Stock Holding History

Kelleher Financial 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 		$133K Sell
1,365
-75
-5% -$9.21K 0.03% 246
2025
Q4 		$160K Hold
1,440
– – 0.04% 247
2025
Q3 		$148K Buy
+1,440
New +$143K 0.04% 209
2015
Q1 		– Sell
-7,200
Closed -$206K – 124
2014
Q4 		$206K Buy
+7,200
New +$195K 0.11% 103
2014
Q1 		– Sell
-8,649
Closed -$227K – 109
2013
Q4 		$227K Hold
8,649
– – 0.12% 96
2013
Q3 		$213K Hold
8,649
– – 0.12% 93
2013
Q2 		$215K Buy
+8,649
New +$222K 0.13% 93

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

Kelleher Financial Advisors's WMT Position: Q1 2026 in Review

Kelleher Financial Advisors reduced its Walmart Inc (WMT) stake by 5.2% in Q1 2026, selling an estimated $9.21K and leaving 1,365 shares worth $133K. The position accounts for 0.03% of the portfolio, ranked #246.

Kelleher Financial Advisors first reported a position in WMT in Q2 2013 and has held it in 7 quarters since. The position peaked at $227K in Q4 2013. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Kelleher Financial Advisors held 1,365 shares of Walmart Inc worth $133K as of Q1 2026.
  • Kelleher Financial Advisors sold 75 Walmart Inc shares in Q1 2026, an estimated $9.21K.
  • Walmart Inc made up 0.03% of Kelleher Financial Advisors's portfolio in Q1 2026, its #246 holding.
  • Kelleher Financial Advisors first reported a position in Walmart Inc in Q2 2013 and has held it in 7 quarters since.
  • Kelleher Financial Advisors's Walmart Inc position peaked at $227K in Q4 2013.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.