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Moneta Group Investment Advisors’s Walmart Inc WMT Stock Holding History

Moneta Group Investment 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 		$17.8M Sell
142,875
-1,476
-1% -$181K 0.13% 80
2025
Q4 		$16.1M Sell
144,351
-13,446
-9% -$1.44M 0.12% 82
2025
Q3 		$16.3M Buy
157,797
+3,619
+2% +$360K 0.13% 83
2025
Q2 		$15.1M Buy
154,178
+12,404
+9% +$1.18M 0.18% 73
2025
Q1 		$12.4M Buy
141,774
+19,170
+16% +$1.8M 0.17% 78
2024
Q4 		$11.1M Buy
122,604
+1,741
+1% +$151K 0.16% 85
2024
Q3 		$9.76M Buy
120,863
+5,589
+5% +$410K 0.14% 91
2024
Q2 		$7.81M Buy
115,274
+6,355
+6% +$400K 0.12% 97
2024
Q1 		$6.55M Buy
108,919
+16,966
+18% +$971K 0.11% 108
2023
Q4 		$4.83M Buy
91,953
+1,638
+2% +$86.7K 0.1% 109
2023
Q3 		$4.81M Buy
90,315
+4,470
+5% +$238K 0.11% 106
2023
Q2 		$4.5M Buy
85,845
+15,216
+22% +$768K 0.1% 111
2023
Q1 		$3.47M Buy
70,629
+2,631
+4% +$125K 0.08% 125
2022
Q4 		$3.26M Buy
67,998
+6,933
+11% +$329K 0.09% 121
2022
Q3 		$2.64M Sell
61,065
-3,435
-5% -$150K 0.1% 123
2022
Q2 		$2.61M Buy
64,500
+4,347
+7% +$200K 0.09% 126
2022
Q1 		$2.99M Buy
60,153
+6,474
+12% +$304K 0.12% 110
2021
Q4 		$2.59M Buy
53,679
+10,329
+24% +$493K 0.11% 123
2021
Q3 		$2.01M Buy
43,350
+2,973
+7% +$143K 0.09% 126
2021
Q2 		$1.9M Sell
40,377
-792
-2% -$36.9K 0.09% 138
2021
Q1 		$1.86M Buy
41,169
+9,264
+29% +$429K 0.1% 127
2020
Q4 		$1.53M Buy
31,905
+15,609
+96% +$758K 0.11% 115
2020
Q3 		$760K Sell
16,296
-11,304
-41% -$503K 0.07% 139
2020
Q2 		$1.1M Buy
27,600
+6,555
+31% +$270K 0.1% 107
2020
Q1 		$797K Sell
21,045
-3,039
-13% -$117K 0.08% 123
2019
Q4 		$954K Sell
24,084
-1,218
-5% -$48.4K 0.08% 119
2019
Q3 		$1M Buy
25,302
+10,803
+75% +$408K 0.09% 117
2019
Q2 		$534K Sell
14,499
-2,265
-14% -$78.1K 0.05% 153
2019
Q1 		$545K Sell
16,764
-6,843
-29% -$222K 0.06% 137
2018
Q4 		$733K Sell
23,607
-9,681
-29% -$310K 0.09% 113
2018
Q3 		$1.04M Sell
33,288
-10,398
-24% -$318K 0.11% 104
2018
Q2 		$1.25M Buy
43,686
+30,291
+226% +$861K 0.14% 92
2018
Q1 		$397K Buy
13,395
+10,293
+332% +$331K 0.05% 140
2017
Q4 		$102K Buy
+3,102
New +$94.9K 0.02% 241
2016
Q3 		– Sell
-16,320
Closed -$397K – 159
2016
Q2 		$397K Buy
16,320
+3,072
+23% +$71.1K 0.09% 122
2016
Q1 		$302K Buy
+13,248
New +$290K 0.07% 131
2015
Q4 		– Sell
-26,958
Closed -$583K – 423
2015
Q3 		$583K Buy
26,958
+1,155
+4% +$26.5K 0.16% 66
2015
Q2 		$610K Buy
+25,803
New +$658K 0.19% 64
2015
Q1 		– Sell
-11,565
Closed -$331K – 147
2014
Q4 		$331K Sell
11,565
-2,175
-16% -$58.8K 0.16% 108
2014
Q3 		$350K Buy
13,740
+450
+3% +$11.4K 0.18% 94
2014
Q2 		$333K Buy
13,290
+420
+3% +$10.8K 0.18% 97
2014
Q1 		$328K Sell
12,870
-801
-6% -$20.1K 0.19% 89
2013
Q4 		$359K Buy
13,671
+375
+3% +$9.68K 0.22% 76
2013
Q3 		$328K Buy
13,296
+525
+4% +$13.2K 0.22% 81
2013
Q2 		$317K Buy
+12,771
New +$327K 0.22% 81

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

Moneta Group Investment Advisors's WMT Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Walmart Inc (WMT) stake by 1% in Q1 2026, selling an estimated $181K and leaving 142,875 shares worth $17.8M. The position accounts for 0.13% of the portfolio, ranked #80.

Moneta Group Investment Advisors first reported a position in WMT in Q2 2013 and has held it in 45 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Moneta Group Investment Advisors held 142,875 shares of Walmart Inc worth $17.8M as of Q1 2026.
  • Moneta Group Investment Advisors sold 1,476 Walmart Inc shares in Q1 2026, an estimated $181K.
  • Walmart Inc made up 0.13% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #80 holding.
  • Moneta Group Investment Advisors first reported a position in Walmart Inc in Q2 2013 and has held it in 45 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.