New Age Alpha Advisors’s Walmart Inc WMT Stock Holding History

New Age Alpha 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	$12.7M	Sell	101,853 -49,165	-33%	-$6.04M	0.59%	22
2025 Q4	$16.8M	Sell	151,018 -11,751	-7%	-$1.26M	0.72%	16
2025 Q3	$16.8M	Buy	162,769 +1,181	+0.7%	+$118K	0.7%	18
2025 Q2	$15.8M	Buy	161,588 +47,196	+41%	+$4.5M	0.69%	16
2025 Q1	$10M	Sell	114,392 -3,142	-3%	-$295K	0.45%	38
2024 Q4	$10.6M	Buy	117,534 +117,151	+30,588%	+$10.2M	0.43%	44
2024 Q3	$30.9K	Buy	383 +223	+139%	+$16.4K	0.02%	59
2024 Q2	$10.8K	Buy	+160	New	+$10.1K	0.01%	68

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

New Age Alpha Advisors's WMT Position: Q1 2026 in Review

New Age Alpha Advisors reduced its Walmart Inc (WMT) stake by 33% in Q1 2026, selling an estimated $6.04M and leaving 101,853 shares worth $12.7M. The position accounts for 0.59% of the portfolio, ranked #22.

New Age Alpha Advisors first reported a position in WMT in Q2 2024 and has held it in 8 quarters since. The position peaked at $16.8M in Q4 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

New Age Alpha Advisors held 101,853 shares of Walmart Inc worth $12.7M as of Q1 2026.
New Age Alpha Advisors sold 49,165 Walmart Inc shares in Q1 2026, an estimated $6.04M.
Walmart Inc made up 0.59% of New Age Alpha Advisors's portfolio in Q1 2026, its #22 holding.
New Age Alpha Advisors first reported a position in Walmart Inc in Q2 2024 and has held it in 8 quarters since.
New Age Alpha Advisors's Walmart Inc position peaked at $16.8M in Q4 2025.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.