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Schneider Downs Wealth Management Advisors’s Walmart Inc WMT Stock Holding History

Schneider Downs Wealth Management 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 		$1.24M Sell
10,006
-6
-0.1% -$737 0.14% 60
2025
Q4 		$1.12M Buy
10,012
+2,488
+33% +$267K 0.13% 61
2025
Q3 		$775K Buy
7,524
+6
+0.1% +$597 0.09% 75
2025
Q2 		$735K Sell
7,518
-231
-3% -$22K 0.11% 79
2025
Q1 		$680K Buy
7,749
+12
+0.2% +$1.13K 0.12% 67
2024
Q4 		$699K Sell
7,737
-396
-5% -$34.4K 0.13% 66
2024
Q3 		$657K Sell
8,133
-196
-2% -$14.4K 0.13% 67
2024
Q2 		$564K Buy
8,329
+40
+0.5% +$2.52K 0.13% 68
2024
Q1 		$499K Buy
8,289
+3,156
+61% +$181K 0.12% 78
2023
Q4 		$270K Hold
5,133
– – 0.07% 93
2023
Q3 		$274K Sell
5,133
-87
-2% -$4.63K 0.06% 86
2023
Q2 		$273K Hold
5,220
– – 0.06% 91
2023
Q1 		$257K Hold
5,220
– – 0.05% 98
2022
Q4 		$247K Sell
5,220
-7,722
-60% -$367K 0.05% 98
2022
Q3 		$560K Sell
12,942
-825
-6% -$36.1K 0.16% 58
2022
Q2 		$558K Buy
13,767
+4,443
+48% +$205K 0.16% 65
2022
Q1 		$463K Sell
9,324
-1,125
-11% -$52.8K 0.12% 80
2021
Q4 		$504K Sell
10,449
-90
-0.9% -$4.3K 0.12% 79
2021
Q3 		$490K Buy
10,539
+1,383
+15% +$66.6K 0.13% 78
2021
Q2 		$430K Buy
9,156
+135
+1% +$6.29K 0.11% 80
2021
Q1 		$408K Buy
9,021
+1,779
+25% +$82.4K 0.1% 79
2020
Q4 		$348K Sell
7,242
-2,328
-24% -$113K 0.1% 59
2020
Q3 		$446K Buy
9,570
+39
+0.4% +$1.73K 0.15% 51
2020
Q2 		$381K Hold
9,531
– – 0.13% 52
2020
Q1 		$361K Buy
+9,531
New +$367K 0.13% 55

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

Schneider Downs Wealth Management Advisors's WMT Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors reduced its Walmart Inc (WMT) stake by 0.06% in Q1 2026, selling an estimated $737 and leaving 10,006 shares worth $1.24M. The position accounts for 0.14% of the portfolio, ranked #60.

Schneider Downs Wealth Management Advisors first reported a position in WMT in Q1 2020 and has held it in 25 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Schneider Downs Wealth Management Advisors held 10,006 shares of Walmart Inc worth $1.24M as of Q1 2026.
  • Schneider Downs Wealth Management Advisors sold 6 Walmart Inc shares in Q1 2026, an estimated $737.
  • Walmart Inc made up 0.14% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #60 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in Walmart Inc in Q1 2020 and has held it in 25 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.