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SC&H Financial Advisors’s Walmart Inc WMT Stock Holding History

SC&H 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 		$660K Sell
5,308
-945
-15% -$116K 0.1% 82
2025
Q4 		$697K Buy
6,253
+453
+8% +$48.6K 0.11% 82
2025
Q3 		$598K Sell
5,800
-4,199
-42% -$418K 0.1% 85
2025
Q2 		$978K Sell
9,999
-233
-2% -$22.2K 0.17% 67
2025
Q1 		$898K Hold
10,232
– – 0.18% 69
2024
Q4 		$924K Buy
10,232
+103
+1% +$8.94K 0.19% 64
2024
Q3 		$818K Buy
10,129
+5
+0% +$367 0.18% 73
2024
Q2 		$686K Buy
10,124
+12
+0.1% +$756 0.17% 78
2024
Q1 		$608K Buy
10,112
+8
+0.1% +$458 0.16% 82
2023
Q4 		$531K Buy
10,104
+1,737
+21% +$91.9K 0.15% 88
2023
Q3 		$446K Sell
8,367
-261
-3% -$13.9K 0.15% 95
2023
Q2 		$452K Sell
8,628
-48
-0.6% -$2.42K 0.15% 95
2023
Q1 		$426K Sell
8,676
-639
-7% -$30.3K 0.16% 94
2022
Q4 		$440K Hold
9,315
– – 0.18% 84
2022
Q3 		$403K Sell
9,315
-1,008
-10% -$44.2K 0.2% 86
2022
Q2 		$418K Sell
10,323
-735
-7% -$33.9K 0.19% 92
2022
Q1 		$549K Sell
11,058
-90
-0.8% -$4.22K 0.26% 80
2021
Q4 		$538K Buy
+11,148
New +$532K 0.3% 80

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

SC&H Financial Advisors's WMT Position: Q1 2026 in Review

SC&H Financial Advisors reduced its Walmart Inc (WMT) stake by 15% in Q1 2026, selling an estimated $116K and leaving 5,308 shares worth $660K. The position accounts for 0.1% of the portfolio, ranked #82.

SC&H Financial Advisors first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $978K in Q2 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • SC&H Financial Advisors held 5,308 shares of Walmart Inc worth $660K as of Q1 2026.
  • SC&H Financial Advisors sold 945 Walmart Inc shares in Q1 2026, an estimated $116K.
  • Walmart Inc made up 0.1% of SC&H Financial Advisors's portfolio in Q1 2026, its #82 holding.
  • SC&H Financial Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • SC&H Financial Advisors's Walmart Inc position peaked at $978K in Q2 2025.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on SC&H Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.