Navis Wealth Advisors’s Walmart Inc WMT Stock Holding History

Navis Wealth 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	–	Sell	-5,600	Closed	-$624K	–	207
2025 Q4	$624K	Buy	+5,600	New	+$601K	0.26%	84

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Navis Wealth Advisors's WMT Position: Q1 2026 in Review

Navis Wealth Advisors sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 5,600 shares — an estimated $624K sold.

Navis Wealth Advisors first reported a position in WMT in Q4 2025 and held it in 1 quarter. The position peaked at $624K in Q4 2025. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Navis Wealth Advisors reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
Navis Wealth Advisors sold 5,600 Walmart Inc shares in Q1 2026, an estimated $624K.
Navis Wealth Advisors first reported a position in Walmart Inc in Q4 2025 and held it in 1 quarter.
Navis Wealth Advisors's Walmart Inc position peaked at $624K in Q4 2025.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.