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Souders Financial Advisors’s Walmart Inc WMT Stock Holding History

Souders 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 		$1.99M Buy
15,983
+869
+6% +$107K 0.23% 61
2025
Q4 		$1.68M Buy
15,114
+8,846
+141% +$950K 0.19% 66
2025
Q3 		$646K Buy
6,268
+276
+5% +$27.5K 0.08% 117
2025
Q2 		$586K Sell
5,992
-262
-4% -$25K 0.07% 122
2025
Q1 		$549K Buy
6,254
+498
+9% +$46.7K 0.08% 124
2024
Q4 		$520K Sell
5,756
-11,463
-67% -$995K 0.07% 126
2024
Q3 		$1.39M Sell
17,219
-72
-0.4% -$5.29K 0.19% 81
2024
Q2 		$1.17M Sell
17,291
-9,989
-37% -$629K 0.18% 87
2024
Q1 		$1.64M Sell
27,280
-1,340
-5% -$76.7K 0.26% 69
2023
Q4 		$1.5M Buy
28,620
+5,163
+22% +$273K 0.26% 75
2023
Q3 		$1.25M Buy
23,457
+4,218
+22% +$224K 0.24% 79
2023
Q2 		$1.01M Buy
19,239
+14,784
+332% +$746K 0.19% 84
2023
Q1 		$219K Buy
4,455
+21
+0.5% +$997 0.05% 142
2022
Q4 		$210K Buy
+4,434
New +$211K 0.05% 145
2022
Q1 		– Sell
-15,867
Closed -$765K – 151
2021
Q4 		$765K Buy
15,867
+1,215
+8% +$58K 0.22% 87
2021
Q3 		$681K Buy
14,652
+1,908
+15% +$91.9K 0.22% 86
2021
Q2 		$599K Buy
12,744
+1,608
+14% +$74.9K 0.2% 87
2021
Q1 		$504K Sell
11,136
-1,218
-10% -$56.4K 0.2% 85
2020
Q4 		$594K Buy
12,354
+195
+2% +$9.47K 0.26% 75
2020
Q3 		$590K Buy
12,159
+984
+9% +$43.8K 0.28% 70
2020
Q2 		$446K Buy
11,175
+1,851
+20% +$76.1K 0.26% 75
2020
Q1 		$353K Buy
+9,324
New +$359K 0.31% 69

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

Souders Financial Advisors's WMT Position: Q1 2026 in Review

Souders Financial Advisors increased its Walmart Inc (WMT) stake by 5.7% in Q1 2026, buying an estimated $107K and bringing the position to 15,983 shares worth $1.99M. The position accounts for 0.23% of the portfolio, ranked #61.

Souders Financial Advisors first reported a position in WMT in Q1 2020 and has held it in 22 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Souders Financial Advisors held 15,983 shares of Walmart Inc worth $1.99M as of Q1 2026.
  • Souders Financial Advisors bought 869 Walmart Inc shares in Q1 2026, an estimated $107K.
  • Walmart Inc made up 0.23% of Souders Financial Advisors's portfolio in Q1 2026, its #61 holding.
  • Souders Financial Advisors first reported a position in Walmart Inc in Q1 2020 and has held it in 22 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.