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Strategic Advocates’s Walmart Inc WMT Stock Holding History

Strategic Advocates’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 		$14.7K Sell
118
-1,745
-94% -$214K 0.06% 140
2025
Q4 		$209K Buy
1,863
+378
+25% +$40.6K 0.05% 111
2025
Q3 		$153K Buy
+1,485
New +$148K 0.04% 137

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 Advocates's WMT Position: Q1 2026 in Review

Strategic Advocates reduced its Walmart Inc (WMT) stake by 94% in Q1 2026, selling an estimated $214K and leaving 118 shares worth $14.7K. The position accounts for 0.06% of the portfolio, ranked #140.

Strategic Advocates first reported a position in WMT in Q3 2025 and has held it in 3 quarters since. The position peaked at $209K in Q4 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Strategic Advocates held 118 shares of Walmart Inc worth $14.7K as of Q1 2026.
  • Strategic Advocates sold 1,745 Walmart Inc shares in Q1 2026, an estimated $214K.
  • Walmart Inc made up 0.06% of Strategic Advocates's portfolio in Q1 2026, its #140 holding.
  • Strategic Advocates first reported a position in Walmart Inc in Q3 2025 and has held it in 3 quarters since.
  • Strategic Advocates's Walmart Inc position peaked at $209K in Q4 2025.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.