SA
WMT icon

Strategic Advisors’s Walmart Inc WMT Stock Holding History

Strategic 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 		$1.54M Buy
12,395
+717
+6% +$88K 0.26% 82
2025
Q4 		$1.3M Buy
11,678
+643
+6% +$69K 0.2% 91
2025
Q3 		$1.14M Sell
11,035
-305
-3% -$30.4K 0.18% 99
2025
Q2 		$1.11M Buy
11,340
+561
+5% +$53.5K 0.22% 83
2025
Q1 		$946K Sell
10,779
-1,698
-14% -$159K 0.18% 101
2024
Q4 		$1.13M Buy
12,477
+891
+8% +$77.3K 0.2% 91
2024
Q3 		$936K Buy
11,586
+691
+6% +$50.7K 0.17% 110
2024
Q2 		$738K Buy
10,895
+1,167
+12% +$73.5K 0.14% 117
2024
Q1 		$585K Sell
9,728
-11,665
-55% -$667K 0.12% 130
2023
Q4 		$1.12M Sell
21,393
-81
-0.4% -$4.29K 0.21% 91
2023
Q3 		$1.14M Sell
21,474
-198
-0.9% -$10.5K 0.23% 86
2023
Q2 		$1.14M Sell
21,672
-3,096
-13% -$156K 0.22% 91
2023
Q1 		$1.22M Buy
24,768
+1,692
+7% +$80.3K 0.25% 81
2022
Q4 		$1.09M Sell
23,076
-456
-2% -$21.7K 0.24% 85
2022
Q3 		$1.02M Buy
23,532
+2,451
+12% +$107K 0.23% 86
2022
Q2 		$854K Buy
21,081
+1,266
+6% +$58.4K 0.18% 102
2022
Q1 		$983K Sell
19,815
-2,133
-10% -$100K 0.17% 104
2021
Q4 		$1.06M Sell
21,948
-498
-2% -$23.8K 0.15% 111
2021
Q3 		$1.04M Buy
22,446
+1,518
+7% +$73.1K 0.22% 104
2021
Q2 		$983K Sell
20,928
-2,304
-10% -$107K 0.26% 85
2021
Q1 		$1.05M Buy
23,232
+1,917
+9% +$88.8K 0.3% 73
2020
Q4 		$1.04M Buy
21,315
+2,184
+11% +$106K 0.3% 73
2020
Q3 		$904K Buy
19,131
+11,754
+159% +$523K 0.3% 69
2020
Q2 		$326K Buy
7,377
+465
+7% +$19.1K 0.12% 112
2020
Q1 		$281K Buy
6,912
+582
+9% +$22.4K 0.12% 123
2019
Q4 		$251K Sell
6,330
-474
-7% -$18.8K 0.09% 150
2019
Q3 		$269K Sell
6,804
-123
-2% -$4.64K 0.1% 145
2019
Q2 		$255K Buy
6,927
+24
+0.3% +$827 0.1% 145
2019
Q1 		$224K Buy
6,903
+15
+0.2% +$486 0.09% 150
2018
Q4 		$214K Hold
6,888
– – 0.09% 140
2018
Q3 		$216K Buy
+6,888
New +$211K 0.08% 150
2018
Q2 		– Sell
-7,293
Closed -$216K – 148
2018
Q1 		$216K Buy
+7,293
New +$235K 0.09% 127

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

Strategic Advisors's WMT Position: Q1 2026 in Review

Strategic Advisors increased its Walmart Inc (WMT) stake by 6.1% in Q1 2026, buying an estimated $88K and bringing the position to 12,395 shares worth $1.54M. The position accounts for 0.26% of the portfolio, ranked #82.

Strategic Advisors first reported a position in WMT in Q1 2018 and has held it in 32 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Strategic Advisors held 12,395 shares of Walmart Inc worth $1.54M as of Q1 2026.
  • Strategic Advisors bought 717 Walmart Inc shares in Q1 2026, an estimated $88K.
  • Walmart Inc made up 0.26% of Strategic Advisors's portfolio in Q1 2026, its #82 holding.
  • Strategic Advisors first reported a position in Walmart Inc in Q1 2018 and has held it in 32 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Strategic Advisors's 13F filing for Q1 2026, filed 14 May 2026.