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Operose Advisors’s Walmart Inc WMT Stock Holding History

Operose 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 		$297K Sell
2,388
-715
-23% -$87.8K 0.07% 113
2025
Q4 		$346K Sell
3,103
-9
-0.3% -$966 0.08% 105
2025
Q3 		$321K Sell
3,112
-248
-7% -$24.7K 0.08% 108
2025
Q2 		$329K Buy
3,360
+3,041
+953% +$290K 0.09% 97
2025
Q1 		$28K Buy
319
+243
+320% +$22.8K 0.01% 253
2024
Q4 		$6.87K Sell
76
-1,770
-96% -$154K ﹤0.01% 334
2024
Q3 		$149K Buy
1,846
+76
+4% +$5.58K 0.05% 169
2024
Q2 		$120K Sell
1,770
-150
-8% -$9.45K 0.04% 175
2024
Q1 		$116K Buy
1,920
+150
+8% +$8.58K 0.04% 187
2023
Q4 		$93K Sell
1,770
-3,552
-67% -$188K 0.04% 162
2023
Q3 		$284K Buy
5,322
+4,182
+367% +$223K 0.11% 94
2023
Q2 		$59.7K Buy
+1,140
New +$57.5K 0.03% 153
2023
Q1 		– Sell
-285
Closed -$13.5K – 393
2022
Q4 		$13.5K Hold
285
– – 0.01% 254
2022
Q3 		$12K Sell
285
-600
-68% -$26.3K 0.01% 248
2022
Q2 		$36K Hold
885
– – 0.03% 164
2022
Q1 		$44K Buy
885
+285
+48% +$13.4K 0.03% 161
2021
Q4 		$29K Buy
+600
New +$28.6K 0.02% 176

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

Operose Advisors's WMT Position: Q1 2026 in Review

Operose Advisors reduced its Walmart Inc (WMT) stake by 23% in Q1 2026, selling an estimated $87.8K and leaving 2,388 shares worth $297K. The position accounts for 0.07% of the portfolio, ranked #113.

Operose Advisors first reported a position in WMT in Q4 2021 and has held it in 17 quarters since. The position peaked at $346K in Q4 2025. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Operose Advisors held 2,388 shares of Walmart Inc worth $297K as of Q1 2026.
  • Operose Advisors sold 715 Walmart Inc shares in Q1 2026, an estimated $87.8K.
  • Walmart Inc made up 0.07% of Operose Advisors's portfolio in Q1 2026, its #113 holding.
  • Operose Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 17 quarters since.
  • Operose Advisors's Walmart Inc position peaked at $346K in Q4 2025.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Operose Advisors's 13F filing for Q1 2026, filed 12 May 2026.