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SGL Investment Advisors’s Walmart Inc WMT Stock Holding History

SGL Investment 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 		$6.19M Buy
48,536
+1,257
+3% +$154K 2.32% 10
2025
Q4 		$6M Buy
47,279
+3,177
+7% +$341K 2.4% 14
2025
Q3 		$4.48M Buy
44,102
+11,916
+37% +$1.19M 1.87% 18
2025
Q2 		$3.12M Buy
32,186
+1,932
+6% +$184K 1.49% 29
2025
Q1 		$2.95M Buy
30,254
+25,520
+539% +$2.39M 1.52% 31
2024
Q4 		$490K Sell
4,734
-455
-9% -$39.5K 0.25% 73
2024
Q3 		$438K Buy
+5,189
New +$381K 0.23% 76

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

SGL Investment Advisors's WMT Position: Q1 2026 in Review

SGL Investment Advisors increased its Walmart Inc (WMT) stake by 2.7% in Q1 2026, buying an estimated $154K and bringing the position to 48,536 shares worth $6.19M. The position accounts for 2.32% of the portfolio, ranked #10.

SGL Investment Advisors first reported a position in WMT in Q3 2024 and has held it in 7 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • SGL Investment Advisors held 48,536 shares of Walmart Inc worth $6.19M as of Q1 2026.
  • SGL Investment Advisors bought 1,257 Walmart Inc shares in Q1 2026, an estimated $154K.
  • Walmart Inc made up 2.32% of SGL Investment Advisors's portfolio in Q1 2026, its #10 holding.
  • SGL Investment Advisors first reported a position in Walmart Inc in Q3 2024 and has held it in 7 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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