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Phoenix Wealth Advisors’s Walmart Inc WMT Stock Holding History

Phoenix 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 		$4.48M Sell
36,027
-1,668
-4% -$205K 1.77% 14
2025
Q4 		$4.2M Buy
37,695
+219
+0.6% +$23.5K 1.62% 17
2025
Q3 		$3.86M Sell
37,476
-540
-1% -$53.8K 1.48% 18
2025
Q2 		$3.72M Sell
38,016
-2,842
-7% -$271K 1.56% 17
2025
Q1 		$3.59M Sell
40,858
-5,266
-11% -$494K 1.56% 16
2024
Q4 		$4.17M Sell
46,124
-1,841
-4% -$160K 1.81% 14
2024
Q3 		$3.87M Sell
47,965
-9,514
-17% -$699K 1.8% 12
2024
Q2 		$3.89M Sell
57,479
-746
-1% -$47K 1.95% 11
2024
Q1 		$3.5M Buy
58,225
+12,829
+28% +$734K 2.13% 13
2023
Q4 		$2.41M Sell
45,396
-354
-0.8% -$18.7K 1.68% 23
2023
Q3 		$2.44M Buy
45,750
+855
+2% +$45.5K 1.43% 18
2023
Q2 		$2.35M Buy
44,895
+14,382
+47% +$726K 1.37% 22
2023
Q1 		$1.5M Buy
30,513
+1,578
+5% +$74.9K 0.93% 27
2022
Q4 		$1.37M Buy
28,935
+2,592
+10% +$123K 0.82% 31
2022
Q3 		$1.14M Buy
26,343
+1,098
+4% +$48.1K 1.14% 31
2022
Q2 		$1.02M Buy
25,245
+2,256
+10% +$104K 1.01% 30
2022
Q1 		$1.19M Buy
22,989
+3,195
+16% +$150K 1.23% 23
2021
Q4 		$955K Buy
19,794
+4,998
+34% +$239K 0.72% 37
2021
Q3 		$687K Buy
14,796
+333
+2% +$16K 0.51% 53
2021
Q2 		$675K Buy
14,463
+408
+3% +$19K 0.49% 61
2021
Q1 		$635K Sell
14,055
-3,216
-19% -$149K 0.49% 49
2020
Q4 		$830K Buy
+17,271
New +$839K 0.63% 41

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

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

Phoenix Wealth Advisors reduced its Walmart Inc (WMT) stake by 4.4% in Q1 2026, selling an estimated $205K and leaving 36,027 shares worth $4.48M. The position accounts for 1.77% of the portfolio, ranked #14.

Phoenix Wealth Advisors first reported a position in WMT in Q4 2020 and has held it in 22 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Phoenix Wealth Advisors held 36,027 shares of Walmart Inc worth $4.48M as of Q1 2026.
  • Phoenix Wealth Advisors sold 1,668 Walmart Inc shares in Q1 2026, an estimated $205K.
  • Walmart Inc made up 1.77% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #14 holding.
  • Phoenix Wealth Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 22 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.