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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
2024
Q4 		– Sell
-1,000
Closed -$90K – 909
2024
Q3 		$90K Buy
+1,000
New +$73.4K 0.05% 48

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

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.