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Mount Yale Investment Advisors’s Walmart Inc WMT Stock Holding History

Mount Yale 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 		$23.2M Buy
186,399
+142,206
+322% +$17.5M 0.54% 41
2025
Q4 		$4.93M Sell
44,193
-141
-0.3% -$15.1K 0.24% 90
2025
Q3 		$4.57M Buy
44,334
+33,782
+320% +$3.36M 0.32% 70
2025
Q2 		$1.03M Sell
10,552
-1,191
-10% -$113K 0.08% 199
2025
Q1 		$1.03M Buy
11,743
+8,041
+217% +$754K 0.09% 192
2024
Q4 		$334K Sell
3,702
-9,415
-72% -$817K 0.03% 415
2024
Q3 		$1.06M Sell
13,117
-3,948
-23% -$290K 0.1% 186
2024
Q2 		$1.16M Sell
17,065
-141
-0.8% -$8.88K 0.09% 185
2024
Q1 		$1.04M Buy
17,206
+1,780
+12% +$102K 0.08% 215
2023
Q4 		$811K Sell
15,426
-630
-4% -$33.3K 0.08% 234
2023
Q3 		$856K Sell
16,056
-57
-0.4% -$3.03K 0.09% 207
2023
Q2 		$844K Sell
16,113
-921
-5% -$46.5K 0.09% 218
2023
Q1 		$837K Buy
+17,034
New +$808K 0.09% 221
2022
Q3 		– Sell
-5,199
Closed -$211K – 484
2022
Q2 		$211K Buy
5,199
+321
+7% +$14.8K 0.03% 434
2022
Q1 		$242K Buy
4,878
+468
+11% +$22K 0.03% 414
2021
Q4 		$213K Buy
+4,410
New +$211K 0.02% 441
2019
Q4 		– Sell
-183,132
Closed -$7.27M – 339
2019
Q3 		$7.27M Sell
183,132
-40,104
-18% -$1.51M 1.3% 18
2019
Q2 		$8.05M Sell
223,236
-8,394
-4% -$289K 1.49% 11
2019
Q1 		$7.53M Buy
231,630
+2,910
+1% +$94.4K 1.41% 16
2018
Q4 		$7.33M Buy
228,720
+3,834
+2% +$123K 1.49% 15
2018
Q3 		$7.82M Buy
224,886
+5,925
+3% +$181K 1.37% 14
2018
Q2 		$6.25M Buy
218,961
+14,139
+7% +$402K 1.18% 25
2018
Q1 		$6.07M Buy
+204,822
New +$6.59M 1.3% 23

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

Mount Yale Investment Advisors's WMT Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Walmart Inc (WMT) stake by 322% in Q1 2026, buying an estimated $17.5M and bringing the position to 186,399 shares worth $23.2M. The position accounts for 0.54% of the portfolio, ranked #41.

Mount Yale Investment Advisors first reported a position in WMT in Q1 2018 and has held it in 23 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Mount Yale Investment Advisors held 186,399 shares of Walmart Inc worth $23.2M as of Q1 2026.
  • Mount Yale Investment Advisors bought 142,206 Walmart Inc shares in Q1 2026, an estimated $17.5M.
  • Walmart Inc made up 0.54% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #41 holding.
  • Mount Yale Investment Advisors first reported a position in Walmart Inc in Q1 2018 and has held it in 23 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.