Strata Wealth Advisors’s Walmart Inc WMT Stock Holding History

Strata Wealth 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	$330K	Buy	2,654 +65	+3%	+$7.98K	0.09%	66
2025 Q4	$288K	Sell	2,589 -1,756	-40%	-$189K	0.08%	75
2025 Q3	$448K	Buy	4,345 +1,237	+40%	+$123K	0.12%	59
2025 Q2	$304K	Sell	3,108 -103	-3%	-$9.81K	0.08%	64
2025 Q1	$282K	Sell	3,211 -381	-11%	-$35.7K	0.09%	62
2024 Q4	$325K	Buy	3,592 +29	+0.8%	+$2.52K	0.1%	61
2024 Q3	$288K	Buy	3,563 +105	+3%	+$7.71K	0.09%	60
2024 Q2	$234K	Buy	+3,458	New	+$218K	0.08%	68
2023 Q1	–	Sell	-5,592	Closed	-$264K	–	57
2022 Q4	$264K	Buy	+5,592	New	+$266K	0.15%	44

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

Strata Wealth Advisors's WMT Position: Q1 2026 in Review

Strata Wealth Advisors increased its Walmart Inc (WMT) stake by 2.5% in Q1 2026, buying an estimated $7.98K and bringing the position to 2,654 shares worth $330K. The position accounts for 0.09% of the portfolio, ranked #66.

Strata Wealth Advisors first reported a position in WMT in Q4 2022 and has held it in 9 quarters since. The position peaked at $448K in Q3 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Strata Wealth Advisors held 2,654 shares of Walmart Inc worth $330K as of Q1 2026.
Strata Wealth Advisors bought 65 Walmart Inc shares in Q1 2026, an estimated $7.98K.
Walmart Inc made up 0.09% of Strata Wealth Advisors's portfolio in Q1 2026, its #66 holding.
Strata Wealth Advisors first reported a position in Walmart Inc in Q4 2022 and has held it in 9 quarters since.
Strata Wealth Advisors's Walmart Inc position peaked at $448K in Q3 2025.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.