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Modus Advisors’s Walmart Inc WMT Stock Holding History

Modus 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 		$1.42M Sell
11,454
-212
-2% -$26K 0.39% 65
2025
Q4 		$1.3M Sell
11,666
-257
-2% -$27.6K 0.34% 70
2025
Q3 		$1.23M Buy
11,923
+60
+0.5% +$5.97K 0.33% 69
2025
Q2 		$1.16M Buy
11,863
+212
+2% +$20.2K 0.34% 65
2025
Q1 		$1.02M Buy
11,651
+155
+1% +$14.5K 0.33% 66
2024
Q4 		$1.04M Buy
11,496
+52
+0.5% +$4.51K 0.33% 64
2024
Q3 		$924K Buy
11,444
+3,085
+37% +$227K 0.3% 65
2024
Q2 		$566K Buy
8,359
+1
+0% +$63 0.2% 76
2024
Q1 		$503K Sell
8,358
-126
-1% -$7.21K 0.19% 80
2023
Q4 		$446K Buy
8,484
+276
+3% +$14.6K 0.18% 79
2023
Q3 		$438K Buy
8,208
+3,327
+68% +$177K 0.19% 79
2023
Q2 		$256K Buy
4,881
+228
+5% +$11.5K 0.11% 93
2023
Q1 		$229K Buy
4,653
+27
+0.6% +$1.28K 0.11% 96
2022
Q4 		$219K Buy
+4,626
New +$220K 0.11% 95
2022
Q2 		– Sell
-4,155
Closed -$206K – 101
2022
Q1 		$206K Buy
+4,155
New +$195K 0.09% 96
2021
Q3 		– Sell
-2,499
Closed -$117K – 244
2021
Q2 		$117K Buy
+2,499
New +$116K 0.05% 116
2020
Q3 		– Sell
-399
Closed -$16K – 209
2020
Q2 		$16K Buy
+399
New +$16.4K 0.01% 160

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

Modus Advisors's WMT Position: Q1 2026 in Review

Modus Advisors reduced its Walmart Inc (WMT) stake by 1.8% in Q1 2026, selling an estimated $26K and leaving 11,454 shares worth $1.42M. The position accounts for 0.39% of the portfolio, ranked #65.

Modus Advisors first reported a position in WMT in Q2 2020 and has held it in 17 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Modus Advisors held 11,454 shares of Walmart Inc worth $1.42M as of Q1 2026.
  • Modus Advisors sold 212 Walmart Inc shares in Q1 2026, an estimated $26K.
  • Walmart Inc made up 0.39% of Modus Advisors's portfolio in Q1 2026, its #65 holding.
  • Modus Advisors first reported a position in Walmart Inc in Q2 2020 and has held it in 17 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.