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N.E.W. Advisory Services’s Walmart Inc WMT Stock Holding History

N.E.W. Advisory Services’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 		$2.55M Sell
20,481
-785
-4% -$96.4K 0.19% 63
2025
Q4 		$2.37M Buy
21,266
+7,691
+57% +$826K 0.18% 66
2025
Q3 		$1.4M Sell
13,575
-357
-3% -$35.5K 0.13% 61
2025
Q2 		$1.36M Sell
13,932
-15,064
-52% -$1.44M 0.13% 60
2025
Q1 		$2.55M Buy
28,996
+9,797
+51% +$919K 0.19% 60
2024
Q4 		$1.73M Sell
19,199
-953
-5% -$82.7K 0.16% 64
2024
Q3 		$1.63M Buy
20,152
+512
+3% +$37.6K 0.16% 60
2024
Q2 		$1.33M Buy
19,640
+289
+1% +$18.2K 0.14% 63
2024
Q1 		$1.16M Buy
19,351
+607
+3% +$34.7K 0.13% 67
2023
Q4 		$985K Hold
18,744
– – 0.12% 69
2023
Q3 		$999K Buy
18,744
+2,838
+18% +$151K 0.14% 68
2023
Q2 		$833K Buy
15,906
+693
+5% +$35K 0.12% 66
2023
Q1 		$747K Buy
15,213
+900
+6% +$42.7K 0.11% 67
2022
Q4 		$676K Buy
14,313
+105
+0.7% +$4.99K 0.11% 68
2022
Q3 		$614K Buy
14,208
+3,750
+36% +$164K 0.11% 68
2022
Q2 		$424K Sell
10,458
-507
-5% -$23.4K 0.07% 79
2022
Q1 		$496K Sell
10,965
-123
-1% -$5.77K 0.09% 80
2021
Q4 		$535K Sell
11,088
-231
-2% -$11K 0.08% 78
2021
Q3 		$526K Buy
11,319
+3
+0% +$145 0.09% 79
2021
Q2 		$530K Buy
11,316
+351
+3% +$16.3K 0.09% 80
2021
Q1 		$496K Buy
10,965
+624
+6% +$28.9K 0.09% 81
2020
Q4 		$497K Buy
10,341
+3,009
+41% +$146K 0.1% 88
2020
Q3 		$342K Buy
7,332
+387
+6% +$17.2K 0.1% 72
2020
Q2 		$277K Buy
+6,945
New +$286K 0.09% 75
2019
Q4 		$276K Buy
+6,951
New +$276K 0.09% 74

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

N.E.W. Advisory Services's WMT Position: Q1 2026 in Review

N.E.W. Advisory Services reduced its Walmart Inc (WMT) stake by 3.7% in Q1 2026, selling an estimated $96.4K and leaving 20,481 shares worth $2.55M. The position accounts for 0.19% of the portfolio, ranked #63.

N.E.W. Advisory Services first reported a position in WMT in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.55M in Q1 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • N.E.W. Advisory Services held 20,481 shares of Walmart Inc worth $2.55M as of Q1 2026.
  • N.E.W. Advisory Services sold 785 Walmart Inc shares in Q1 2026, an estimated $96.4K.
  • Walmart Inc made up 0.19% of N.E.W. Advisory Services's portfolio in Q1 2026, its #63 holding.
  • N.E.W. Advisory Services first reported a position in Walmart Inc in Q4 2019 and has held it in 25 quarters since.
  • N.E.W. Advisory Services's Walmart Inc position peaked at $2.55M in Q1 2025.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.