One Wealth Advisors’s Walmart Inc WMT Stock Holding History

One 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	$617K	Hold	4,964	–	–	0.08%	143
2025 Q4	$553K	Buy	4,964 +1	+0%	+$107	0.07%	156
2025 Q3	$511K	Buy	4,963 +28	+0.6%	+$2.79K	0.06%	161
2025 Q2	$483K	Sell	4,935 -26	-0.5%	-$2.48K	0.07%	160
2025 Q1	$437K	Hold	4,961	–	–	0.07%	168
2024 Q4	$448K	Sell	4,961 -3,196	-39%	-$277K	0.07%	132
2024 Q3	$659K	Sell	8,157 -1,342	-14%	-$98.6K	0.1%	108
2024 Q2	$645K	Buy	9,499 +2,390	+34%	+$151K	0.14%	82
2024 Q1	$429K	Buy	7,109 +1,991	+39%	+$114K	0.07%	140
2023 Q4	$270K	Buy	5,118 +39	+0.8%	+$2.06K	0.05%	173
2023 Q3	$271K	Sell	5,079 -114	-2%	-$6.07K	0.06%	149
2023 Q2	$272K	Buy	5,193 +84	+2%	+$4.24K	0.06%	157
2023 Q1	$251K	Buy	5,109 +2,574	+102%	+$122K	0.06%	166
2022 Q4	$120K	Buy	+2,535	New	+$120K	0.03%	263
2018 Q3	–	Sell	-15,540	Closed	-$444K	–	612
2018 Q2	$444K	Sell	15,540 -141	-0.9%	-$4.01K	0.35%	38
2018 Q1	$468K	Sell	15,681 -1,710	-10%	-$55K	0.41%	27
2017 Q4	$573K	Buy	+17,391	New	+$532K	0.47%	27

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

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

One Wealth Advisors held its Walmart Inc (WMT) position steady in Q1 2026 at 4,964 shares worth $617K. The position accounts for 0.08% of the portfolio, ranked #143.

One Wealth Advisors first reported a position in WMT in Q4 2017 and has held it in 17 quarters since. The position peaked at $659K in Q3 2024. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

One Wealth Advisors held 4,964 shares of Walmart Inc worth $617K as of Q1 2026.
One Wealth Advisors left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up 0.08% of One Wealth Advisors's portfolio in Q1 2026, its #143 holding.
One Wealth Advisors first reported a position in Walmart Inc in Q4 2017 and has held it in 17 quarters since.
One Wealth Advisors's Walmart Inc position peaked at $659K in Q3 2024.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on One Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.