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Strategic Investment Advisors’s Walmart Inc WMT Stock Holding History

Strategic Investment 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 		$1.88M Buy
15,122
+2,805
+23% +$344K 0.13% 82
2025
Q4 		$1.37M Sell
12,317
-629
-5% -$67.5K 0.12% 82
2025
Q3 		$1.33M Sell
12,946
-621
-5% -$61.8K 0.12% 84
2025
Q2 		$1.33M Buy
13,567
+348
+3% +$33.2K 0.13% 79
2025
Q1 		$1.16M Buy
13,219
+2,501
+23% +$235K 0.12% 94
2024
Q4 		$968K Sell
10,718
-211
-2% -$18.3K 0.1% 116
2024
Q3 		$882K Buy
10,929
+512
+5% +$37.6K 0.1% 125
2024
Q2 		$705K Buy
10,417
+4,051
+64% +$255K 0.09% 143
2024
Q1 		$383K Buy
6,366
+2,433
+62% +$139K 0.05% 192
2023
Q4 		$207K Sell
3,933
-348
-8% -$18.4K 0.03% 230
2023
Q3 		$228K Buy
+4,281
New +$228K 0.04% 218
2023
Q2 		– Sell
-17,304
Closed -$851K – 250
2023
Q1 		$851K Sell
17,304
-375
-2% -$17.8K 0.15% 97
2022
Q4 		$836K Sell
17,679
-435
-2% -$20.7K 0.17% 96
2022
Q3 		$783K Sell
18,114
-681
-4% -$29.8K 0.18% 92
2022
Q2 		$762K Sell
18,795
-12
-0.1% -$553 0.15% 105
2022
Q1 		$934K Sell
18,807
-1,110
-6% -$52.1K 0.18% 99
2021
Q4 		$961K Buy
19,917
+1,668
+9% +$79.6K 0.19% 112
2021
Q3 		$848K Buy
18,249
+1,221
+7% +$58.8K 0.19% 116
2021
Q2 		$800K Buy
17,028
+6,669
+64% +$311K 0.18% 115
2021
Q1 		$469K Buy
10,359
+624
+6% +$28.9K 0.12% 141
2020
Q4 		$468K Buy
9,735
+1,008
+12% +$49K 0.13% 130
2020
Q3 		$407K Buy
8,727
+1,038
+13% +$46.1K 0.14% 106
2020
Q2 		$307K Sell
7,689
-276
-3% -$11.4K 0.12% 130
2020
Q1 		$302K Buy
7,965
+777
+11% +$29.9K 0.14% 116
2019
Q4 		$285K Buy
7,188
+636
+10% +$25.3K 0.12% 138
2019
Q3 		$259K Buy
6,552
+558
+9% +$21.1K 0.12% 133
2019
Q2 		$220K Buy
+5,994
New +$207K 0.12% 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 Investment Advisors's WMT Position: Q1 2026 in Review

Strategic Investment Advisors increased its Walmart Inc (WMT) stake by 23% in Q1 2026, buying an estimated $344K and bringing the position to 15,122 shares worth $1.88M. The position accounts for 0.13% of the portfolio, ranked #82.

Strategic Investment Advisors first reported a position in WMT in Q2 2019 and has held it in 27 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Strategic Investment Advisors held 15,122 shares of Walmart Inc worth $1.88M as of Q1 2026.
  • Strategic Investment Advisors bought 2,805 Walmart Inc shares in Q1 2026, an estimated $344K.
  • Walmart Inc made up 0.13% of Strategic Investment Advisors's portfolio in Q1 2026, its #82 holding.
  • Strategic Investment Advisors first reported a position in Walmart Inc in Q2 2019 and has held it in 27 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.