Stelac Advisory Services’s Walmart Inc WMT Stock Holding History

Stelac Advisory Services’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	$234K	Buy	1,881 +44	+2%	+$5.4K	0.05%	118
2025 Q4	$205K	Hold	1,837	–	–	0.07%	80
2025 Q3	$189K	Buy	1,837 +26	+1%	+$2.59K	0.07%	87
2025 Q2	$177K	Buy	1,811 +31	+2%	+$2.95K	0.07%	86
2025 Q1	$157K	Buy	1,780 +196	+12%	+$18.4K	0.06%	84
2024 Q4	$144K	Hold	1,584	–	–	0.06%	90
2024 Q3	$125K	Hold	1,584	–	–	0.05%	98
2024 Q2	$107K	Buy	+1,584	New	+$99.7K	0.05%	104
2022 Q4	–	Sell	-5,625	Closed	-$246K	–	168
2022 Q3	$246K	Hold	5,625	–	–	0.11%	122
2022 Q2	$228K	Buy	+5,625	New	+$259K	0.09%	131
2022 Q1	–	Sell	-2,691	Closed	-$130K	–	193
2021 Q4	$130K	Buy	+2,691	New	+$128K	0.04%	169
2021 Q3	–	Sell	-2,961	Closed	-$139K	–	286
2021 Q2	$139K	Sell	2,961 -408	-12%	-$19K	0.03%	243
2021 Q1	$153K	Sell	3,369 -744	-18%	-$34.5K	0.06%	169
2020 Q4	$198K	Hold	4,113	–	–	0.05%	178
2020 Q3	$192K	Buy	+4,113	New	+$183K	0.07%	135
2018 Q3	–	Sell	-5,631	Closed	-$161K	–	175
2018 Q2	$161K	Buy	5,631 +1,398	+33%	+$39.7K	0.04%	99
2018 Q1	$126K	Buy	+4,233	New	+$136K	0.04%	109

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

Stelac Advisory Services's WMT Position: Q1 2026 in Review

Stelac Advisory Services increased its Walmart Inc (WMT) stake by 2.4% in Q1 2026, buying an estimated $5.4K and bringing the position to 1,881 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #118.

Stelac Advisory Services first reported a position in WMT in Q1 2018 and has held it in 17 quarters since. The position peaked at $246K in Q3 2022. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Stelac Advisory Services held 1,881 shares of Walmart Inc worth $234K as of Q1 2026.
Stelac Advisory Services bought 44 Walmart Inc shares in Q1 2026, an estimated $5.4K.
Walmart Inc made up 0.05% of Stelac Advisory Services's portfolio in Q1 2026, its #118 holding.
Stelac Advisory Services first reported a position in Walmart Inc in Q1 2018 and has held it in 17 quarters since.
Stelac Advisory Services's Walmart Inc position peaked at $246K in Q3 2022.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Stelac Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.