SVWAG
WMT icon

Sound View Wealth Advisors Group’s Walmart Inc WMT Stock Holding History

Sound View Wealth Advisors Group’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 		$11.9M Sell
95,884
-3,597
-4% -$442K 0.81% 30
2025
Q4 		$11.1M Buy
99,481
+30
+0% +$3.22K 0.74% 36
2025
Q3 		$10.2M Buy
99,451
+726
+0.7% +$72.3K 0.7% 37
2025
Q2 		$9.65M Sell
98,725
-2,726
-3% -$260K 0.71% 36
2025
Q1 		$8.91M Sell
101,451
-1,105
-1% -$104K 0.73% 36
2024
Q4 		$9.27M Buy
102,556
+6,369
+7% +$553K 0.75% 33
2024
Q3 		$7.77M Buy
96,187
+12,920
+16% +$949K 0.63% 43
2024
Q2 		$5.64M Sell
83,267
-479
-0.6% -$30.2K 0.58% 49
2024
Q1 		$5.04M Sell
83,746
-11,723
-12% -$671K 0.54% 48
2023
Q4 		$5.02M Buy
95,469
+7,002
+8% +$370K 0.55% 47
2023
Q3 		$4.72M Buy
88,467
+8,592
+11% +$457K 0.59% 44
2023
Q2 		$4.18M Sell
79,875
-5,796
-7% -$292K 0.55% 48
2023
Q1 		$4.21M Sell
85,671
-9,798
-10% -$465K 0.58% 44
2022
Q4 		$5.02M Buy
95,469
+23,868
+33% +$1.13M 0.55% 47
2022
Q3 		$3.1M Buy
71,601
+3,060
+4% +$134K 0.69% 43
2022
Q2 		$2.78M Sell
68,541
-4,929
-7% -$227K 0.58% 49
2022
Q1 		$3.65M Buy
73,470
+3,891
+6% +$183K 0.69% 40
2021
Q4 		$3.36M Buy
69,579
+2,550
+4% +$122K 0.63% 45
2021
Q3 		$3.11M Buy
67,029
+4,413
+7% +$213K 0.65% 43
2021
Q2 		$2.94M Sell
62,616
-2,922
-4% -$136K 0.62% 45
2021
Q1 		$2.97M Buy
65,538
+1,698
+3% +$78.7K 0.69% 43
2020
Q4 		$3.07M Buy
63,840
+3,666
+6% +$178K 0.75% 40
2020
Q3 		$2.81M Sell
60,174
-1,737
-3% -$77.2K 0.74% 38
2020
Q2 		$2.47M Sell
61,911
-48
-0.1% -$1.97K 0.7% 44
2020
Q1 		$2.35M Buy
61,959
+2,535
+4% +$97.5K 0.81% 41
2019
Q4 		$2.35M Sell
59,424
-4,251
-7% -$169K 0.66% 49
2019
Q3 		$2.52M Sell
63,675
-657
-1% -$24.8K 0.75% 43
2019
Q2 		$2.37M Buy
+64,332
New +$2.22M 0.7% 43

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

Sound View Wealth Advisors Group's WMT Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Walmart Inc (WMT) stake by 3.6% in Q1 2026, selling an estimated $442K and leaving 95,884 shares worth $11.9M. The position accounts for 0.81% of the portfolio, ranked #30.

Sound View Wealth Advisors Group first reported a position in WMT in Q2 2019 and has held it in 28 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Sound View Wealth Advisors Group held 95,884 shares of Walmart Inc worth $11.9M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 3,597 Walmart Inc shares in Q1 2026, an estimated $442K.
  • Walmart Inc made up 0.81% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #30 holding.
  • Sound View Wealth Advisors Group first reported a position in Walmart Inc in Q2 2019 and has held it in 28 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.