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Steward Partners Investment Advisory’s Walmart Inc WMT Stock Holding History

Steward Partners Investment Advisory’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 		$138M Buy
1,108,365
+157,444
+17% +$19.3M 0.7% 25
2025
Q4 		$106M Buy
950,921
+19,697
+2% +$2.11M 0.58% 28
2025
Q3 		$96M Sell
931,224
-46,370
-5% -$4.62M 0.55% 33
2025
Q2 		$95.6M Buy
977,594
+24,629
+3% +$2.35M 0.75% 18
2025
Q1 		$83.7M Sell
952,965
-69,358
-7% -$6.51M 0.74% 20
2024
Q4 		$92.4M Buy
1,022,323
+26,431
+3% +$2.29M 0.82% 15
2024
Q3 		$80.4M Buy
995,892
+65,468
+7% +$4.81M 0.74% 19
2024
Q2 		$63M Buy
930,424
+14,002
+2% +$882K 0.66% 22
2024
Q1 		$55.1M Buy
916,422
+212,007
+30% +$12.1M 0.61% 27
2023
Q4 		$37M Buy
704,415
+13,011
+2% +$688K 0.5% 36
2023
Q3 		$36.9M Sell
691,404
-12,402
-2% -$660K 0.57% 32
2023
Q2 		$36.9M Buy
703,806
+101,163
+17% +$5.1M 0.55% 33
2023
Q1 		$29.6M Buy
602,643
+34,857
+6% +$1.65M 0.47% 40
2022
Q4 		$26.8M Sell
567,786
-4,170
-0.7% -$198K 0.46% 42
2022
Q3 		$24.7M Sell
571,956
-50,460
-8% -$2.21M 0.46% 42
2022
Q2 		$25.2M Sell
622,416
-64,590
-9% -$2.98M 0.46% 42
2022
Q1 		$34.1M Buy
687,006
+20,250
+3% +$951K 0.53% 31
2021
Q4 		$32.2M Buy
666,756
+66,867
+11% +$3.19M 0.49% 34
2021
Q3 		$27.9M Sell
599,889
-18,240
-3% -$879K 0.48% 36
2021
Q2 		$29.1M Buy
618,129
+327
+0.1% +$15.2K 0.49% 31
2021
Q1 		$28M Buy
617,802
+99,246
+19% +$4.6M 0.49% 38
2020
Q4 		$24.9M Buy
518,556
+34,545
+7% +$1.68M 0.54% 34
2020
Q3 		$22.6M Buy
484,011
+84,708
+21% +$3.77M 0.57% 34
2020
Q2 		$15.9M Buy
399,303
+28,329
+8% +$1.17M 0.45% 47
2020
Q1 		$14.1M Buy
370,974
+17,577
+5% +$676K 0.51% 39
2019
Q4 		$14M Sell
353,397
-20,904
-6% -$830K 0.41% 57
2019
Q3 		$14.8M Buy
374,301
+10,845
+3% +$409K 0.5% 46
2019
Q2 		$13.4M Buy
363,456
+29,541
+9% +$1.02M 0.49% 49
2019
Q1 		$10.9M Buy
333,915
+6,738
+2% +$218K 0.46% 55
2018
Q4 		$10.2M Buy
327,177
+155,292
+90% +$4.98M 0.49% 49
2018
Q3 		$5.38M Sell
171,885
-11,844
-6% -$362K 0.26% 94
2018
Q2 		$5.25M Buy
183,729
+14,220
+8% +$404K 0.31% 75
2018
Q1 		$5.03M Buy
169,509
+3,135
+2% +$101K 0.34% 69
2017
Q4 		$5.48M Buy
166,374
+29,877
+22% +$914K 0.42% 57
2017
Q3 		$3.56M Buy
136,497
+5,241
+4% +$137K 0.36% 69
2017
Q2 		$3.31M Buy
131,256
+53,220
+68% +$1.35M 0.37% 70
2017
Q1 		$1.87M Buy
78,036
+49,200
+171% +$1.13M 0.28% 82
2016
Q4 		$664K Buy
+28,836
New +$673K 0.3% 79

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

Steward Partners Investment Advisory's WMT Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Walmart Inc (WMT) stake by 17% in Q1 2026, buying an estimated $19.3M and bringing the position to 1,108,365 shares worth $138M. The position accounts for 0.7% of the portfolio, ranked #25.

Steward Partners Investment Advisory first reported a position in WMT in Q4 2016 and has held it in 38 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Steward Partners Investment Advisory held 1,108,365 shares of Walmart Inc worth $138M as of Q1 2026.
  • Steward Partners Investment Advisory bought 157,444 Walmart Inc shares in Q1 2026, an estimated $19.3M.
  • Walmart Inc made up 0.7% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #25 holding.
  • Steward Partners Investment Advisory first reported a position in Walmart Inc in Q4 2016 and has held it in 38 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.