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Regal Investment Advisors’s Walmart Inc WMT Stock Holding History

Regal Investment 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 		$9.97M Sell
80,203
-901
-1% -$111K 0.58% 36
2025
Q4 		$9.04M Buy
81,104
+12,460
+18% +$1.34M 0.54% 41
2025
Q3 		$7.07M Buy
68,644
+5,239
+8% +$522K 0.46% 56
2025
Q2 		$6.2M Buy
63,405
+1,368
+2% +$130K 0.46% 59
2025
Q1 		$5.45M Sell
62,037
-19,563
-24% -$1.84M 0.44% 60
2024
Q4 		$7.37M Sell
81,600
-3,957
-5% -$343K 0.55% 45
2024
Q3 		$6.91M Buy
85,557
+1,379
+2% +$101K 0.48% 51
2024
Q2 		$5.7M Buy
84,178
+4,564
+6% +$287K 0.37% 73
2024
Q1 		$4.79M Buy
79,614
+2,931
+4% +$168K 0.33% 89
2023
Q4 		$4.03M Buy
76,683
+3,591
+5% +$190K 0.3% 97
2023
Q3 		$3.9M Buy
73,092
+3,024
+4% +$161K 0.33% 82
2023
Q2 		$3.67M Buy
70,068
+2,538
+4% +$128K 0.31% 88
2023
Q1 		$3.32M Sell
67,530
-24,759
-27% -$1.18M 0.29% 95
2022
Q4 		$4.36M Buy
92,289
+1,149
+1% +$54.6K 0.42% 67
2022
Q3 		$3.94M Buy
91,140
+1,650
+2% +$72.3K 0.42% 67
2022
Q2 		$3.63M Buy
89,490
+20,220
+29% +$932K 0.38% 75
2022
Q1 		$3.44M Buy
69,270
+1,809
+3% +$84.9K 0.32% 85
2021
Q4 		$3.25M Sell
67,461
-1,380
-2% -$65.9K 0.29% 90
2021
Q3 		$3.2M Buy
68,841
+3,768
+6% +$182K 0.31% 82
2021
Q2 		$3.06M Buy
+65,073
New +$3.03M 0.31% 81
2021
Q1 		– Sell
-70,860
Closed -$3.4M – 439
2020
Q4 		$3.4M Buy
+70,860
New +$3.44M 0.39% 73
2020
Q3 		– Sell
-64,737
Closed -$2.58M – 307
2020
Q2 		$2.58M Buy
+64,737
New +$2.66M 0.47% 61
2020
Q1 		– Sell
-59,217
Closed -$2.35M – 316
2019
Q4 		$2.35M Sell
59,217
-2,010
-3% -$79.8K 0.42% 71
2019
Q3 		$2.42M Sell
61,227
-4,782
-7% -$180K 0.47% 61
2019
Q2 		$2.43M Buy
66,009
+2,400
+4% +$82.7K 0.47% 58
2019
Q1 		$2.07M Buy
63,609
+882
+1% +$28.6K 0.42% 76
2018
Q4 		$1.95M Buy
62,727
+21,138
+51% +$678K 0.43% 70
2018
Q3 		$1.3M Buy
41,589
+7,578
+22% +$232K 0.27% 115
2018
Q2 		$971K Sell
34,011
-20,976
-38% -$596K 0.29% 110
2018
Q1 		$1.63M Sell
54,987
-291
-0.5% -$9.36K 0.36% 90
2017
Q4 		$1.82M Buy
55,278
+4,281
+8% +$131K 0.41% 86
2017
Q3 		$1.33M Buy
50,997
+3,453
+7% +$90.6K 0.31% 104
2017
Q2 		$1.2M Buy
47,544
+1,914
+4% +$48.6K 0.3% 103
2017
Q1 		$1.1M Buy
45,630
+1,413
+3% +$32.5K 0.29% 104
2016
Q4 		$1.02M Buy
44,217
+4,218
+11% +$98.4K 0.28% 104
2016
Q3 		$962K Buy
39,999
+5,325
+15% +$129K 0.27% 106
2016
Q2 		$844K Buy
34,674
+1,674
+5% +$38.7K 0.23% 120
2016
Q1 		$753K Sell
33,000
-1,716
-5% -$37.6K 0.2% 123
2015
Q4 		$709K Buy
34,716
+9,249
+36% +$186K 0.18% 127
2015
Q3 		$550K Buy
25,467
+1,065
+4% +$24.4K 0.14% 143
2015
Q2 		$576K Buy
24,402
+1,197
+5% +$30.5K 0.16% 136
2015
Q1 		$636K Buy
23,205
+6,555
+39% +$186K 0.16% 139
2014
Q4 		$477K Buy
16,650
+1,002
+6% +$27.1K 0.13% 148
2014
Q3 		$399K Sell
15,648
-82,485
-84% -$2.08M 0.12% 159
2014
Q2 		$2.46M Buy
98,133
+90,258
+1,146% +$2.32M 0.87% 26
2014
Q1 		$201K Buy
7,875
+4,929
+167% +$124K 0.09% 181
2013
Q4 		$77K Sell
2,946
-2,832
-49% -$73.1K 0.04% 240
2013
Q3 		$142K Sell
5,778
-1,677
-22% -$42.3K 0.08% 205
2013
Q2 		$185K Buy
+7,455
New +$191K 0.1% 156

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

Regal Investment Advisors's WMT Position: Q1 2026 in Review

Regal Investment Advisors reduced its Walmart Inc (WMT) stake by 1.1% in Q1 2026, selling an estimated $111K and leaving 80,203 shares worth $9.97M. The position accounts for 0.58% of the portfolio, ranked #36.

Regal Investment Advisors first reported a position in WMT in Q2 2013 and has held it in 49 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Regal Investment Advisors held 80,203 shares of Walmart Inc worth $9.97M as of Q1 2026.
  • Regal Investment Advisors sold 901 Walmart Inc shares in Q1 2026, an estimated $111K.
  • Walmart Inc made up 0.58% of Regal Investment Advisors's portfolio in Q1 2026, its #36 holding.
  • Regal Investment Advisors first reported a position in Walmart Inc in Q2 2013 and has held it in 49 quarters since.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.