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New World Advisors’s Walmart Inc WMT Stock Holding History

New World 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 		$553K Sell
4,452
-297
-6% -$36.5K 0.1% 26
2025
Q4 		$529K Buy
4,749
+643
+16% +$69K 0.09% 33
2025
Q3 		$423K Buy
4,106
+1,556
+61% +$155K 0.08% 40
2025
Q2 		$249K Buy
+2,550
New +$243K 0.05% 60
2021
Q3 		– Sell
-7,341
Closed -$345K – 136
2021
Q2 		$345K Buy
+7,341
New +$342K 0.23% 75

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 World Advisors's WMT Position: Q1 2026 in Review

New World Advisors reduced its Walmart Inc (WMT) stake by 6.3% in Q1 2026, selling an estimated $36.5K and leaving 4,452 shares worth $553K. The position accounts for 0.1% of the portfolio, ranked #26.

New World Advisors first reported a position in WMT in Q2 2021 and has held it in 5 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • New World Advisors held 4,452 shares of Walmart Inc worth $553K as of Q1 2026.
  • New World Advisors sold 297 Walmart Inc shares in Q1 2026, an estimated $36.5K.
  • Walmart Inc made up 0.1% of New World Advisors's portfolio in Q1 2026, its #26 holding.
  • New World Advisors first reported a position in Walmart Inc in Q2 2021 and has held it in 5 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on New World Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.