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Savvy Advisors Inc’s Walmart Inc WMT Stock Holding History

Savvy Advisors Inc’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 		$13.6M Buy
109,744
+25,072
+30% +$3.08M 0.36% 58
2025
Q4 		$9.43M Buy
84,672
+23,234
+38% +$2.49M 0.3% 63
2025
Q3 		$6.33M Buy
61,438
+8,948
+17% +$891K 0.29% 64
2025
Q2 		$5.13M Buy
52,490
+12,692
+32% +$1.21M 0.34% 52
2025
Q1 		$3.49M Buy
39,798
+5,905
+17% +$554K 0.35% 56
2024
Q4 		$3.06M Buy
33,893
+6,414
+23% +$557K 0.37% 49
2024
Q3 		$2.22M Buy
27,479
+1,598
+6% +$117K 0.45% 41
2024
Q2 		$1.75M Buy
25,881
+6,716
+35% +$423K 0.57% 37
2024
Q1 		$1.15M Buy
19,165
+14,836
+343% +$849K 0.66% 30
2023
Q4 		$228K Buy
+4,329
New +$229K 0.22% 135

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

Savvy Advisors Inc's WMT Position: Q1 2026 in Review

Savvy Advisors Inc increased its Walmart Inc (WMT) stake by 30% in Q1 2026, buying an estimated $3.08M and bringing the position to 109,744 shares worth $13.6M. The position accounts for 0.36% of the portfolio, ranked #58.

Savvy Advisors Inc first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Savvy Advisors Inc held 109,744 shares of Walmart Inc worth $13.6M as of Q1 2026.
  • Savvy Advisors Inc bought 25,072 Walmart Inc shares in Q1 2026, an estimated $3.08M.
  • Walmart Inc made up 0.36% of Savvy Advisors Inc's portfolio in Q1 2026, its #58 holding.
  • Savvy Advisors Inc first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.