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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
2019
Q2 		– Sell
-2,700
Closed -$88K – 379
2019
Q1 		$88K Buy
+2,700
New +$87.5K 0.02% 311

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. 4,428 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.
  • 4,428 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.