Sigma Planning Corp’s Walmart Inc WMT Stock Holding History

Sigma Planning Corp’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	$14.4M	Buy	116,180 +4,064	+4%	+$499K	0.4%	39
2025 Q4	$12.5M	Buy	112,116 +2,859	+3%	+$307K	0.35%	45
2025 Q3	$11.3M	Sell	109,257 -685	-0.6%	-$68.2K	0.32%	48
2025 Q2	$10.8M	Sell	109,942 -6,705	-6%	-$639K	0.32%	51
2025 Q1	$10.2M	Buy	116,647 +8,151	+8%	+$765K	0.33%	51
2024 Q4	$9.8M	Sell	108,496 -21,280	-16%	-$1.85M	0.31%	55
2024 Q3	$10.5M	Sell	129,776 -4,643	-3%	-$341K	0.32%	57
2024 Q2	$9.1M	Sell	134,419 -3,624	-3%	-$228K	0.29%	61
2024 Q1	$8.31M	Buy	138,043 +66,985	+94%	+$3.83M	0.26%	67
2023 Q4	$3.73M	Sell	71,058 -60,462	-46%	-$3.2M	0.29%	68
2023 Q3	$7.01M	Sell	131,520 -1,407	-1%	-$74.9K	0.26%	72
2023 Q2	$6.96M	Sell	132,927 -28,593	-18%	-$1.44M	0.25%	72
2023 Q1	$7.94M	Sell	161,520 -5,400	-3%	-$256K	0.26%	80
2022 Q4	$7.89M	Sell	166,920 -1,101	-0.7%	-$52.3K	0.28%	73
2022 Q3	$7.26M	Buy	168,021 +5,346	+3%	+$234K	0.28%	75
2022 Q2	$6.59M	Sell	162,675 -27,342	-14%	-$1.26M	0.23%	87
2022 Q1	$9.43M	Sell	190,017 -25,818	-12%	-$1.21M	0.28%	66
2021 Q4	$10.4M	Sell	215,835 -8,904	-4%	-$425K	0.29%	67
2021 Q3	$10.4M	Buy	224,739 +6,507	+3%	+$313K	0.31%	60
2021 Q2	$10.3M	Sell	218,232 -32,955	-13%	-$1.53M	0.31%	56
2021 Q1	$11.4M	Buy	251,187 +26,442	+12%	+$1.22M	0.36%	54
2020 Q4	$10.8M	Sell	224,745 -15,282	-6%	-$742K	0.37%	53
2020 Q3	$11.2M	Buy	240,027 +66,321	+38%	+$2.95M	0.44%	39
2020 Q2	$6.94M	Buy	173,706 +17,853	+11%	+$734K	0.3%	59
2020 Q1	$5.9M	Buy	155,853 +3,522	+2%	+$135K	0.35%	51
2019 Q4	$6.03M	Buy	152,331 +13,764	+10%	+$547K	0.25%	76
2019 Q3	$5.48M	Buy	138,567 +1,926	+1%	+$72.7K	0.26%	77
2019 Q2	$5.03M	Sell	136,641 -2,346	-2%	-$80.8K	0.26%	88
2019 Q1	$4.52M	Buy	138,987 +4,695	+3%	+$152K	0.26%	89
2018 Q4	$4.17M	Buy	134,292 +1,647	+1%	+$52.8K	0.3%	73
2018 Q3	$4.15M	Sell	132,645 -6,690	-5%	-$205K	0.24%	88
2018 Q2	$3.98M	Buy	139,335 +10,224	+8%	+$291K	0.27%	84
2018 Q1	$3.83M	Buy	129,111 +29,187	+29%	+$939K	0.28%	78
2017 Q4	$3.29M	Buy	99,924 +11,766	+13%	+$360K	0.25%	95
2017 Q3	$2.3M	Buy	88,158 +10,299	+13%	+$270K	0.19%	136
2017 Q2	$1.96M	Buy	77,859 +5,403	+7%	+$137K	0.18%	140
2017 Q1	$1.74M	Sell	72,456 -8,280	-10%	-$191K	0.17%	156
2016 Q4	$1.86M	Sell	80,736 -3,708	-4%	-$86.5K	0.2%	124
2016 Q3	$2.03M	Buy	84,444 +5,850	+7%	+$142K	0.24%	95
2016 Q2	$1.91M	Sell	78,594 -10,581	-12%	-$245K	0.25%	90
2016 Q1	$2.04M	Buy	89,175 +19,392	+28%	+$425K	0.28%	80
2015 Q4	$1.43M	Buy	69,783 +32,418	+87%	+$650K	0.2%	113
2015 Q3	$808K	Sell	37,365 -21,894	-37%	-$502K	0.13%	195
2015 Q2	$1.4M	Sell	59,259 -4,536	-7%	-$116K	0.19%	134
2015 Q1	$1.75M	Sell	63,795 -3,075	-5%	-$87.2K	0.23%	106
2014 Q4	$1.91M	Buy	+66,870	New	+$1.81M	0.25%	101

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sigma Planning Corp's WMT Position: Q1 2026 in Review

Sigma Planning Corp increased its Walmart Inc (WMT) stake by 3.6% in Q1 2026, buying an estimated $499K and bringing the position to 116,180 shares worth $14.4M. The position accounts for 0.4% of the portfolio, ranked #39.

Sigma Planning Corp first reported a position in WMT in Q4 2014 and has held it in 46 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Sigma Planning Corp held 116,180 shares of Walmart Inc worth $14.4M as of Q1 2026.
Sigma Planning Corp bought 4,064 Walmart Inc shares in Q1 2026, an estimated $499K.
Walmart Inc made up 0.4% of Sigma Planning Corp's portfolio in Q1 2026, its #39 holding.
Sigma Planning Corp first reported a position in Walmart Inc in Q4 2014 and has held it in 46 quarters since.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.