RFA
WMT icon

ROI Financial Advisors’s Walmart Inc WMT Stock Holding History

ROI Financial 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 		$6.97M Buy
56,095
+413
+0.7% +$50.7K 4.17% 9
2025
Q4 		$6.2M Buy
55,682
+1,720
+3% +$185K 3.56% 12
2025
Q3 		$5.56M Buy
53,962
+1,769
+3% +$176K 3.32% 14
2025
Q2 		$5.1M Buy
52,193
+3,999
+8% +$381K 3.24% 13
2025
Q1 		$4.23M Buy
48,194
+5,030
+12% +$472K 3.07% 14
2024
Q4 		$3.9M Buy
43,164
+4,138
+11% +$359K 2.66% 14
2024
Q3 		$3.15M Buy
39,026
+4,314
+12% +$317K 2.18% 16
2024
Q2 		$2.35M Buy
34,712
+588
+2% +$37K 1.71% 18
2024
Q1 		$2.05M Buy
34,124
+80
+0.2% +$4.58K 1.61% 19
2023
Q4 		$1.79M Buy
+34,044
New +$1.8M 1.48% 21

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

ROI Financial Advisors's WMT Position: Q1 2026 in Review

ROI Financial Advisors increased its Walmart Inc (WMT) stake by 0.74% in Q1 2026, buying an estimated $50.7K and bringing the position to 56,095 shares worth $6.97M. The position accounts for 4.17% of the portfolio, ranked #9.

ROI Financial Advisors first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • ROI Financial Advisors held 56,095 shares of Walmart Inc worth $6.97M as of Q1 2026.
  • ROI Financial Advisors bought 413 Walmart Inc shares in Q1 2026, an estimated $50.7K.
  • Walmart Inc made up 4.17% of ROI Financial Advisors's portfolio in Q1 2026, its #9 holding.
  • ROI Financial Advisors first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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