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Peterson Wealth Advisors’s Walmart Inc WMT Stock Holding History

Peterson 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 		$1.2M Sell
9,694
-190
-2% -$23.3K 0.16% 36
2025
Q4 		$1.1M Buy
9,884
+232
+2% +$24.9K 0.15% 41
2025
Q3 		$997K Buy
9,652
+104
+1% +$10.4K 0.15% 43
2025
Q2 		$934K Sell
9,548
-1
-0% -$95 0.15% 43
2025
Q1 		$800K Sell
9,549
-369
-4% -$34.6K 0.15% 40
2024
Q4 		$900K Buy
9,918
+53
+0.5% +$4.6K 0.16% 35
2024
Q3 		$797K Buy
9,865
+349
+4% +$25.6K 0.15% 39
2024
Q2 		$644K Hold
9,516
– – 0.14% 42
2024
Q1 		$573K Sell
9,516
-534
-5% -$30.6K 0.12% 44
2023
Q4 		$528K Sell
10,050
-3
-0% -$159 0.13% 43
2023
Q3 		$536K Sell
10,053
-111
-1% -$5.91K 0.14% 40
2023
Q2 		$536K Buy
10,164
+24
+0.2% +$1.21K 0.14% 40
2023
Q1 		$498K Sell
10,140
-714
-7% -$33.9K 0.14% 44
2022
Q4 		$513K Sell
10,854
-57
-0.5% -$2.71K 0.15% 40
2022
Q3 		$472K Buy
10,911
+171
+2% +$7.49K 0.16% 41
2022
Q2 		$435K Hold
10,740
– – 0.14% 41
2022
Q1 		$533K Sell
10,740
-672
-6% -$31.5K 0.16% 42
2021
Q4 		$550K Buy
11,412
+39
+0.3% +$1.86K 0.16% 41
2021
Q3 		$528K Hold
11,373
– – 0.17% 38
2021
Q2 		$535K Sell
11,373
-1,443
-11% -$67.2K 0.19% 36
2021
Q1 		$580K Buy
12,816
+30
+0.2% +$1.39K 0.24% 30
2020
Q4 		$614K Buy
+12,786
New +$621K 0.27% 27

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

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

Peterson Wealth Advisors reduced its Walmart Inc (WMT) stake by 1.9% in Q1 2026, selling an estimated $23.3K and leaving 9,694 shares worth $1.2M. The position accounts for 0.16% of the portfolio, ranked #36.

Peterson Wealth Advisors first reported a position in WMT in Q4 2020 and has held it in 22 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Peterson Wealth Advisors held 9,694 shares of Walmart Inc worth $1.2M as of Q1 2026.
  • Peterson Wealth Advisors sold 190 Walmart Inc shares in Q1 2026, an estimated $23.3K.
  • Walmart Inc made up 0.16% of Peterson Wealth Advisors's portfolio in Q1 2026, its #36 holding.
  • Peterson Wealth Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 22 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.