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SFMG Wealth Advisors’s Walmart Inc WMT Stock Holding History

SFMG Wealth 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 		$13.5M Sell
108,773
-846
-0.8% -$104K 0.92% 19
2025
Q4 		$12.2M Sell
109,619
-7,500
-6% -$805K 0.82% 20
2025
Q3 		$12.1M Buy
117,119
+3,278
+3% +$326K 0.84% 19
2025
Q2 		$11.1M Buy
113,841
+564
+0.5% +$53.7K 0.84% 18
2025
Q1 		$9.94M Sell
113,277
-1,423
-1% -$133K 0.78% 19
2024
Q4 		$10.4M Sell
114,700
-2,977
-3% -$258K 0.82% 17
2024
Q3 		$9.5M Buy
117,677
+68
+0.1% +$4.99K 0.77% 18
2024
Q2 		$7.96M Sell
117,609
-955
-0.8% -$60.1K 0.69% 19
2024
Q1 		$7.13M Buy
118,564
+361
+0.3% +$20.7K 0.61% 21
2023
Q4 		$6.21M Buy
118,203
+48
+0% +$2.54K 0.58% 22
2023
Q3 		$6.3M Buy
118,155
+2,910
+3% +$155K 0.65% 21
2023
Q2 		$6.04M Sell
115,245
-594
-0.5% -$30K 0.62% 22
2023
Q1 		$5.69M Sell
115,839
-2,277
-2% -$108K 0.61% 21
2022
Q4 		$5.58M Sell
118,116
-2,187
-2% -$104K 0.62% 23
2022
Q3 		$5.26M Buy
120,303
+1,581
+1% +$69.3K 0.61% 22
2022
Q2 		$4.81M Buy
118,722
+8,487
+8% +$391K 0.56% 22
2022
Q1 		$5.47M Buy
110,235
+9,318
+9% +$437K 0.54% 25
2021
Q4 		$4.87M Buy
100,917
+9,705
+11% +$463K 0.47% 27
2021
Q3 		$4.24M Buy
91,212
+11,523
+14% +$555K 0.47% 27
2021
Q2 		$3.75M Buy
79,689
+3,057
+4% +$142K 0.42% 32
2021
Q1 		$3.47M Buy
76,632
+7,707
+11% +$357K 0.4% 31
2020
Q4 		$3.31M Buy
68,925
+18,840
+38% +$915K 0.42% 32
2020
Q3 		$2.34M Buy
50,085
+7,392
+17% +$329K 0.32% 37
2020
Q2 		$1.71M Buy
42,693
+21,135
+98% +$869K 0.24% 40
2020
Q1 		$816K Buy
21,558
+1,701
+9% +$65.4K 0.12% 50
2019
Q4 		$787K Buy
19,857
+2,631
+15% +$104K 0.1% 76
2019
Q3 		$681K Buy
17,226
+771
+5% +$29.1K 0.09% 71
2019
Q2 		$620K Sell
16,455
-426
-3% -$14.7K 0.08% 71
2019
Q1 		$549K Buy
16,881
+2,091
+14% +$67.8K 0.08% 72
2018
Q4 		$459K Buy
14,790
+432
+3% +$13.8K 0.07% 80
2018
Q3 		$485K Buy
14,358
+3,462
+32% +$106K 0.07% 67
2018
Q2 		$311K Buy
10,896
+2,109
+24% +$60K 0.05% 102
2018
Q1 		$261K Buy
+8,787
New +$283K 0.04% 113
2015
Q2 		– Sell
-13,893
Closed -$381K – 171
2015
Q1 		$381K Buy
+13,893
New +$394K 0.03% 120

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

SFMG Wealth Advisors's WMT Position: Q1 2026 in Review

SFMG Wealth Advisors reduced its Walmart Inc (WMT) stake by 0.77% in Q1 2026, selling an estimated $104K and leaving 108,773 shares worth $13.5M. The position accounts for 0.92% of the portfolio, ranked #19.

SFMG Wealth Advisors first reported a position in WMT in Q1 2015 and has held it in 34 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • SFMG Wealth Advisors held 108,773 shares of Walmart Inc worth $13.5M as of Q1 2026.
  • SFMG Wealth Advisors sold 846 Walmart Inc shares in Q1 2026, an estimated $104K.
  • Walmart Inc made up 0.92% of SFMG Wealth Advisors's portfolio in Q1 2026, its #19 holding.
  • SFMG Wealth Advisors first reported a position in Walmart Inc in Q1 2015 and has held it in 34 quarters since.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.