River Wealth Advisors’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.99M | Buy |
64,296
+736
| +1% | +$90.4K | 0.92% | 30 |
|
|
2025
Q4 | $7.08M | Buy |
63,560
+7,949
| +14% | +$853K | 0.79% | 33 |
|
|
2025
Q3 | $5.73M | Buy |
55,611
+40,516
| +268% | +$4.03M | 0.67% | 40 |
|
|
2025
Q2 | $1.48M | Buy |
15,095
+5,303
| +54% | +$505K | 0.18% | 95 |
|
|
2025
Q1 | $860K | Buy |
9,792
+4,700
| +92% | +$441K | 0.12% | 114 |
|
|
2024
Q4 | $460K | Sell |
5,092
-180
| -3% | -$15.6K | 0.06% | 156 |
|
|
2024
Q3 | $426K | Sell |
5,272
-3,846
| -42% | -$282K | 0.06% | 156 |
|
|
2024
Q2 | $617K | Buy |
9,118
+4,703
| +107% | +$296K | 0.09% | 128 |
|
|
2024
Q1 | $266K | Sell |
4,415
-187
| -4% | -$10.7K | 0.04% | 180 |
|
|
2023
Q4 | $242K | Sell |
4,602
-1,776
| -28% | -$94K | 0.04% | 187 |
|
|
2023
Q3 | $340K | Sell |
6,378
-168
| -3% | -$8.94K | 0.06% | 165 |
|
|
2023
Q2 | $343K | Buy |
6,546
+240
| +4% | +$12.1K | 0.06% | 172 |
|
|
2023
Q1 | $310K | Buy |
6,306
+1,167
| +23% | +$55.4K | 0.06% | 173 |
|
|
2022
Q4 | $243K | Sell |
5,139
-441
| -8% | -$20.9K | 0.05% | 193 |
|
|
2022
Q3 | $241K | Sell |
5,580
-2,580
| -32% | -$113K | 0.05% | 183 |
|
|
2022
Q2 | $331K | Buy |
8,160
+1,266
| +18% | +$58.4K | 0.06% | 175 |
|
|
2022
Q1 | $342K | Sell |
6,894
-186
| -3% | -$8.73K | 0.05% | 180 |
|
|
2021
Q4 | $342K | Buy |
7,080
+1,251
| +21% | +$59.7K | 0.05% | 183 |
|
|
2021
Q3 | $271K | Buy |
5,829
+84
| +1% | +$4.05K | 0.05% | 189 |
|
|
2021
Q2 | $270K | Buy |
5,745
+33
| +0.6% | +$1.54K | 0.05% | 189 |
|
|
2021
Q1 | $259K | Buy |
5,712
+1,257
| +28% | +$58.2K | 0.05% | 192 |
|
|
2020
Q4 | $214K | Buy |
+4,455
| New | +$216K | 0.05% | 196 |
|
|
2019
Q1 | – | Sell |
-498
| Closed | -$15K | – | 510 |
|
|
2018
Q4 | $15K | Sell |
498
-2,034
| -80% | -$65.2K | 0.01% | 373 |
|
|
2018
Q3 | $79K | Buy |
2,532
+243
| +11% | +$7.43K | 0.03% | 230 |
|
|
2018
Q2 | $65K | Buy |
+2,289
| New | +$65.1K | 0.03% | 247 |
|
|
2016
Q3 | – | Sell |
-13,422
| Closed | -$327K | – | 152 |
|
|
2016
Q2 | $327K | Sell |
13,422
-354
| -3% | -$8.19K | 0.19% | 127 |
|
|
2016
Q1 | $314K | Sell |
13,776
-1,329
| -9% | -$29.1K | 0.19% | 129 |
|
|
2015
Q4 | $309K | Sell |
15,105
-36,279
| -71% | -$728K | 0.2% | 126 |
|
|
2015
Q3 | $1.11M | Sell |
51,384
-23,337
| -31% | -$535K | 0.76% | 49 |
|
|
2015
Q2 | $1.77M | Sell |
74,721
-4,902
| -6% | -$125K | 1.12% | 27 |
|
|
2015
Q1 | $2.18M | Buy |
+79,623
| New | +$2.26M | 1.35% | 16 |
|
Other funds holding WMT
VCM
VPM
River Wealth Advisors's WMT Position: Q1 2026 in Review
River Wealth Advisors increased its Walmart Inc (WMT) stake by 1.2% in Q1 2026, buying an estimated $90.4K and bringing the position to 64,296 shares worth $7.99M. The position accounts for 0.92% of the portfolio, ranked #30.
River Wealth Advisors first reported a position in WMT in Q1 2015 and has held it in 31 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- River Wealth Advisors held 64,296 shares of Walmart Inc worth $7.99M as of Q1 2026.
- River Wealth Advisors bought 736 Walmart Inc shares in Q1 2026, an estimated $90.4K.
- Walmart Inc made up 0.92% of River Wealth Advisors's portfolio in Q1 2026, its #30 holding.
- River Wealth Advisors first reported a position in Walmart Inc in Q1 2015 and has held it in 31 quarters since.
- 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.