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Richwood Investment Advisors’s Walmart Inc WMT Stock Holding History

Richwood 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 		$235K Buy
1,893
+200
+12% +$24.6K 0.18% 92
2025
Q4 		$222K Buy
+1,693
New +$182K 0.16% 99
2022
Q1 		– Sell
-1,500
Closed -$72K – 253
2021
Q4 		$72K Buy
+1,500
New +$71.6K 0.06% 145

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

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

Richwood Investment Advisors increased its Walmart Inc (WMT) stake by 12% in Q1 2026, buying an estimated $24.6K and bringing the position to 1,893 shares worth $235K. The position accounts for 0.18% of the portfolio, ranked #92.

Richwood Investment Advisors first reported a position in WMT in Q4 2021 and has held it in 3 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Richwood Investment Advisors held 1,893 shares of Walmart Inc worth $235K as of Q1 2026.
  • Richwood Investment Advisors bought 200 Walmart Inc shares in Q1 2026, an estimated $24.6K.
  • Walmart Inc made up 0.18% of Richwood Investment Advisors's portfolio in Q1 2026, its #92 holding.
  • Richwood Investment Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 3 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Richwood Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.