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Strategies Wealth Advisors’s Walmart Inc WMT Stock Holding History

Strategies 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 		$477K Sell
3,839
-906
-19% -$111K 0.05% 104
2025
Q4 		$529K Buy
4,745
+146
+3% +$15.7K 0.05% 93
2025
Q3 		$474K Sell
4,599
-171
-4% -$17K 0.05% 113
2025
Q2 		$466K Buy
4,770
+44
+0.9% +$4.19K 0.05% 109
2025
Q1 		$415K Buy
+4,726
New +$443K 0.05% 113

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

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

Strategies Wealth Advisors reduced its Walmart Inc (WMT) stake by 19% in Q1 2026, selling an estimated $111K and leaving 3,839 shares worth $477K. The position accounts for 0.05% of the portfolio, ranked #104.

Strategies Wealth Advisors first reported a position in WMT in Q1 2025 and has held it in 5 quarters since. The position peaked at $529K in Q4 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Strategies Wealth Advisors held 3,839 shares of Walmart Inc worth $477K as of Q1 2026.
  • Strategies Wealth Advisors sold 906 Walmart Inc shares in Q1 2026, an estimated $111K.
  • Walmart Inc made up 0.05% of Strategies Wealth Advisors's portfolio in Q1 2026, its #104 holding.
  • Strategies Wealth Advisors first reported a position in Walmart Inc in Q1 2025 and has held it in 5 quarters since.
  • Strategies Wealth Advisors's Walmart Inc position peaked at $529K in Q4 2025.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.