NA
WMT icon

NewEdge Advisors’s Walmart Inc WMT Stock Holding History

NewEdge 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 		$358M Sell
2,879,062
-58,596
-2% -$7.19M 1.29% 9
2025
Q4 		$327M Buy
2,937,658
+1,976,572
+206% +$212M 1.19% 11
2025
Q3 		$99M Buy
961,086
+17,236
+2% +$1.72M 0.45% 38
2025
Q2 		$92.3M Sell
943,850
-11,236
-1% -$1.07M 0.48% 33
2025
Q1 		$83.8M Buy
955,086
+35,559
+4% +$3.34M 0.5% 31
2024
Q4 		$83.1M Buy
919,527
+61,964
+7% +$5.38M 0.5% 34
2024
Q3 		$69.2M Buy
857,563
+97,728
+13% +$7.18M 0.45% 39
2024
Q2 		$51.4M Buy
759,835
+57,137
+8% +$3.6M 0.37% 48
2024
Q1 		$42.3M Buy
702,698
+8,081
+1% +$462K 0.37% 55
2023
Q4 		$37.1M Buy
694,617
+83,631
+14% +$4.43M 0.35% 66
2023
Q3 		$32.6M Buy
610,986
+114,243
+23% +$6.08M 0.36% 71
2023
Q2 		$26M Buy
496,743
+27,561
+6% +$1.39M 0.29% 86
2023
Q1 		$23.1M Buy
469,182
+7,887
+2% +$374K 0.29% 88
2022
Q4 		$11.1M Buy
461,295
+36,459
+9% +$1.73M 0.3% 76
2022
Q3 		$18.4M Buy
424,836
+1,842
+0.4% +$80.7K 0.3% 83
2022
Q2 		$17.1M Buy
422,994
+34,080
+9% +$1.57M 0.28% 88
2022
Q1 		$19.3M Sell
388,914
-4,677
-1% -$220K 0.31% 74
2021
Q4 		$19M Buy
393,591
+110,571
+39% +$5.28M 0.29% 79
2021
Q3 		$13.1M Buy
283,020
+15,987
+6% +$770K 0.33% 75
2021
Q2 		$12.6M Sell
267,033
-11,235
-4% -$523K 0.33% 70
2021
Q1 		$12.6M Sell
278,268
-405,948
-59% -$18.8M 0.38% 65
2020
Q4 		$32.9M Buy
684,216
+3,234
+0.5% +$157K 1.08% 10
2020
Q3 		$31.8M Buy
680,982
+34,935
+5% +$1.55M 1.1% 12
2020
Q2 		$25.8M Buy
646,047
+35,640
+6% +$1.47M 1.01% 18
2020
Q1 		$23.1M Buy
610,407
+34,947
+6% +$1.34M 1.11% 13
2019
Q4 		$22.8M Buy
575,460
+37,722
+7% +$1.5M 0.91% 19
2019
Q3 		$21.3M Buy
537,738
+127,974
+31% +$4.83M 0.95% 15
2019
Q2 		$15.1M Buy
409,764
+305,928
+295% +$10.5M 0.92% 24
2019
Q1 		$3.38M Buy
103,836
+10,593
+11% +$343K 0.22% 113
2018
Q4 		$2.9K Buy
93,243
+9,975
+12% +$320K 0.19% 115
2018
Q3 		$2.61M Buy
83,268
+4,257
+5% +$130K 0.2% 118
2018
Q2 		$2.21K Buy
79,011
+13,809
+21% +$393K 0.2% 113
2018
Q1 		$1.86M Buy
65,202
+8,043
+14% +$259K 0.21% 104
2017
Q4 		$1.94M Sell
57,159
-339
-0.6% -$10.4K 0.26% 86
2017
Q3 		$1.54M Buy
57,498
+20,862
+57% +$547K 0.24% 100
2017
Q2 		$894K Buy
36,636
+6,156
+20% +$156K 0.15% 147
2017
Q1 		$727K Sell
30,480
-40,044
-57% -$922K 0.17% 134
2016
Q4 		$1.61M Buy
70,524
+34,188
+94% +$798K 0.45% 59
2016
Q3 		$873K Buy
36,336
+12,942
+55% +$314K 0.28% 77
2016
Q2 		$570K Buy
+23,394
New +$541K 0.24% 85

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

NewEdge Advisors's WMT Position: Q1 2026 in Review

NewEdge Advisors reduced its Walmart Inc (WMT) stake by 2% in Q1 2026, selling an estimated $7.19M and leaving 2,879,062 shares worth $358M. The position accounts for 1.29% of the portfolio, ranked #9.

NewEdge Advisors first reported a position in WMT in Q2 2016 and has held it in 40 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • NewEdge Advisors held 2,879,062 shares of Walmart Inc worth $358M as of Q1 2026.
  • NewEdge Advisors sold 58,596 Walmart Inc shares in Q1 2026, an estimated $7.19M.
  • Walmart Inc made up 1.29% of NewEdge Advisors's portfolio in Q1 2026, its #9 holding.
  • NewEdge Advisors first reported a position in Walmart Inc in Q2 2016 and has held it in 40 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.