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Rollins Financial Advisors’s Walmart Inc WMT Stock Holding History

Rollins 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 		$748K Buy
6,020
+229
+4% +$28.1K 0.12% 79
2025
Q4 		$645K Buy
5,791
+914
+19% +$98.1K 0.09% 83
2025
Q3 		$503K Sell
4,877
-248
-5% -$24.7K 0.08% 86
2025
Q2 		$501K Sell
5,125
-2,193
-30% -$209K 0.08% 81
2025
Q1 		$642K Buy
7,318
+222
+3% +$20.8K 0.11% 70
2024
Q4 		$641K Buy
7,096
+1,016
+17% +$88.2K 0.1% 70
2024
Q3 		$491K Sell
6,080
-461
-7% -$33.9K 0.08% 78
2024
Q2 		$443K Buy
6,541
+500
+8% +$31.5K 0.08% 77
2024
Q1 		$363K Sell
6,041
-352
-6% -$20.1K 0.07% 84
2023
Q4 		$336K Buy
+6,393
New +$338K 0.07% 78

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

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

Rollins Financial Advisors increased its Walmart Inc (WMT) stake by 4% in Q1 2026, buying an estimated $28.1K and bringing the position to 6,020 shares worth $748K. The position accounts for 0.12% of the portfolio, ranked #79.

Rollins Financial Advisors first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Rollins Financial Advisors held 6,020 shares of Walmart Inc worth $748K as of Q1 2026.
  • Rollins Financial Advisors bought 229 Walmart Inc shares in Q1 2026, an estimated $28.1K.
  • Walmart Inc made up 0.12% of Rollins Financial Advisors's portfolio in Q1 2026, its #79 holding.
  • Rollins Financial Advisors first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.