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Opal Wealth Advisors’s Walmart Inc WMT Stock Holding History

Opal 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 		$425K Sell
3,416
-2,655
-44% -$326K 0.1% 110
2025
Q4 		$676K Sell
6,071
-205
-3% -$22K 0.18% 79
2025
Q3 		$647K Sell
6,276
-794
-11% -$79K 0.18% 71
2025
Q2 		$691K Buy
7,070
+582
+9% +$55.5K 0.19% 64
2025
Q1 		$570K Sell
6,488
-1,367
-17% -$128K 0.18% 69
2024
Q4 		$710K Buy
7,855
+202
+3% +$17.5K 0.21% 64
2024
Q3 		$618K Buy
7,653
+847
+12% +$62.2K 0.19% 68
2024
Q2 		$461K Buy
6,806
+1,122
+20% +$70.7K 0.15% 82
2024
Q1 		$342K Sell
5,684
-88
-2% -$5.04K 0.12% 115
2023
Q4 		$303K Sell
5,772
-543
-9% -$28.7K 0.12% 126
2023
Q3 		$337K Buy
6,315
+381
+6% +$20.3K 0.2% 86
2023
Q2 		$311K Buy
5,934
+426
+8% +$21.5K 0.16% 90
2023
Q1 		$271K Buy
5,508
+573
+12% +$27.2K 0.16% 84
2022
Q4 		$233K Sell
4,935
-114
-2% -$5.41K 0.13% 104
2022
Q3 		$218K Buy
5,049
+21
+0.4% +$920 0.16% 90
2022
Q2 		$204K Buy
+5,028
New +$232K 0.13% 103

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

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

Opal Wealth Advisors reduced its Walmart Inc (WMT) stake by 44% in Q1 2026, selling an estimated $326K and leaving 3,416 shares worth $425K. The position accounts for 0.1% of the portfolio, ranked #110.

Opal Wealth Advisors first reported a position in WMT in Q2 2022 and has held it in 16 quarters since. The position peaked at $710K in Q4 2024. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Opal Wealth Advisors held 3,416 shares of Walmart Inc worth $425K as of Q1 2026.
  • Opal Wealth Advisors sold 2,655 Walmart Inc shares in Q1 2026, an estimated $326K.
  • Walmart Inc made up 0.1% of Opal Wealth Advisors's portfolio in Q1 2026, its #110 holding.
  • Opal Wealth Advisors first reported a position in Walmart Inc in Q2 2022 and has held it in 16 quarters since.
  • Opal Wealth Advisors's Walmart Inc position peaked at $710K in Q4 2024.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.