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MONECO Advisors’s Walmart Inc WMT Stock Holding History

MONECO 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 		$2.23M Buy
17,976
+671
+4% +$82.4K 0.17% 127
2025
Q4 		$1.93M Buy
17,305
+1,965
+13% +$211K 0.15% 142
2025
Q3 		$1.58M Sell
15,340
-142
-0.9% -$14.1K 0.13% 153
2025
Q2 		$1.51M Buy
15,482
+456
+3% +$43.4K 0.14% 152
2025
Q1 		$1.32M Buy
15,026
+675
+5% +$63.3K 0.14% 154
2024
Q4 		$1.3M Buy
14,351
+1,221
+9% +$106K 0.14% 151
2024
Q3 		$1.06M Sell
13,130
-262
-2% -$19.2K 0.13% 153
2024
Q2 		$907K Buy
13,392
+499
+4% +$31.4K 0.13% 156
2024
Q1 		$776K Buy
12,893
+674
+6% +$38.6K 0.12% 183
2023
Q4 		$642K Sell
12,219
-6
-0% -$317 0.12% 185
2023
Q3 		$652K Buy
12,225
+4,095
+50% +$218K 0.18% 143
2023
Q2 		$426K Sell
8,130
-96
-1% -$4.84K 0.12% 195
2023
Q1 		$404K Buy
8,226
+3,519
+75% +$167K 0.12% 195
2022
Q4 		$223K Buy
+4,707
New +$224K 0.08% 238
2022
Q2 		– Sell
-4,161
Closed -$207K – 268
2022
Q1 		$207K Buy
+4,161
New +$195K 0.08% 231

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

MONECO Advisors's WMT Position: Q1 2026 in Review

MONECO Advisors increased its Walmart Inc (WMT) stake by 3.9% in Q1 2026, buying an estimated $82.4K and bringing the position to 17,976 shares worth $2.23M. The position accounts for 0.17% of the portfolio, ranked #127.

MONECO Advisors first reported a position in WMT in Q1 2022 and has held it in 15 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • MONECO Advisors held 17,976 shares of Walmart Inc worth $2.23M as of Q1 2026.
  • MONECO Advisors bought 671 Walmart Inc shares in Q1 2026, an estimated $82.4K.
  • Walmart Inc made up 0.17% of MONECO Advisors's portfolio in Q1 2026, its #127 holding.
  • MONECO Advisors first reported a position in Walmart Inc in Q1 2022 and has held it in 15 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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