RoundAngle Advisors’s Walmart Inc WMT Stock Holding History

RoundAngle 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	$3.19M	Sell	25,695 -867	-3%	-$106K	2.39%	12
2025 Q4	$2.96M	Buy	26,562 +533	+2%	+$57.2K	2.15%	17
2025 Q3	$2.68M	Buy	26,029 +34	+0.1%	+$3.38K	2.08%	15
2025 Q2	$2.54M	Buy	25,995 +105	+0.4%	+$10K	2.12%	16
2025 Q1	$2.27M	Buy	25,890 +1,422	+6%	+$133K	2.09%	15
2024 Q4	$2.21M	Buy	+24,468	New	+$2.12M	2.11%	16

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RoundAngle Advisors's WMT Position: Q1 2026 in Review

RoundAngle Advisors reduced its Walmart Inc (WMT) stake by 3.3% in Q1 2026, selling an estimated $106K and leaving 25,695 shares worth $3.19M. The position accounts for 2.39% of the portfolio, ranked #12.

RoundAngle Advisors first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

RoundAngle Advisors held 25,695 shares of Walmart Inc worth $3.19M as of Q1 2026.
RoundAngle Advisors sold 867 Walmart Inc shares in Q1 2026, an estimated $106K.
Walmart Inc made up 2.39% of RoundAngle Advisors's portfolio in Q1 2026, its #12 holding.
RoundAngle Advisors first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on RoundAngle Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.