LFA
WMT icon

Laraway Financial Advisors’s Walmart Inc WMT Stock Holding History

Laraway 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 		$1.96M Sell
15,776
-898
-5% -$110K 1.38% 17
2025
Q4 		$1.86M Sell
16,674
-200
-1% -$21.5K 1.21% 20
2025
Q3 		$1.74M Buy
16,874
+2
+0% +$199 1.19% 24
2025
Q2 		$1.65M Sell
16,872
-6,114
-27% -$583K 1.25% 24
2025
Q1 		$1.87M Buy
22,986
+5,592
+32% +$525K 1.49% 19
2024
Q4 		$1.57M Buy
17,394
+1,140
+7% +$98.9K 1.21% 25
2024
Q3 		$1.31M Sell
16,254
-23
-0.1% -$1.69K 1.05% 28
2024
Q2 		$1.1M Buy
16,277
+7
+0% +$441 0.94% 32
2024
Q1 		$979K Sell
16,270
-197
-1% -$11.3K 0.86% 33
2023
Q4 		$865K Hold
16,467
– – 0.82% 35
2023
Q3 		$878K Sell
16,467
-117
-0.7% -$6.23K 0.91% 33
2023
Q2 		$869K Sell
16,584
-1,191
-7% -$60.1K 0.86% 34
2023
Q1 		$874K Sell
17,775
-465
-3% -$22.1K 0.89% 33
2022
Q4 		$862K Hold
18,240
– – 0.9% 35
2022
Q3 		$789K Hold
18,240
– – 0.88% 35
2022
Q2 		$739K Sell
18,240
-510
-3% -$23.5K 0.79% 38
2022
Q1 		$931K Buy
18,750
+60
+0.3% +$2.82K 0.85% 36
2021
Q4 		$901K Buy
+18,690
New +$892K 0.8% 40

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

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

Laraway Financial Advisors reduced its Walmart Inc (WMT) stake by 5.4% in Q1 2026, selling an estimated $110K and leaving 15,776 shares worth $1.96M. The position accounts for 1.38% of the portfolio, ranked #17.

Laraway Financial Advisors first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Laraway Financial Advisors held 15,776 shares of Walmart Inc worth $1.96M as of Q1 2026.
  • Laraway Financial Advisors sold 898 Walmart Inc shares in Q1 2026, an estimated $110K.
  • Walmart Inc made up 1.38% of Laraway Financial Advisors's portfolio in Q1 2026, its #17 holding.
  • Laraway Financial Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Laraway Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.