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Stratos Wealth Advisors’s Walmart Inc WMT Stock Holding History

Stratos 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 		$5.27M Sell
42,424
-5,732
-12% -$704K 0.32% 76
2025
Q4 		$5.37M Sell
48,156
-431
-0.9% -$46.3K 0.26% 96
2025
Q3 		$5.01M Buy
48,587
+1,346
+3% +$134K 0.24% 104
2025
Q2 		$4.62M Sell
47,241
-2,417
-5% -$230K 0.24% 105
2025
Q1 		$4.36M Sell
49,658
-2,707
-5% -$254K 0.24% 97
2024
Q4 		$4.73M Sell
52,365
-3,522
-6% -$306K 0.23% 100
2024
Q3 		$4.51M Sell
55,887
-602
-1% -$44.2K 0.21% 105
2024
Q2 		$3.82M Sell
56,489
-9,257
-14% -$583K 0.19% 121
2024
Q1 		$3.96M Sell
65,746
-5,381
-8% -$308K 0.23% 104
2023
Q4 		$3.74M Sell
71,127
-3,057
-4% -$162K 0.22% 137
2023
Q3 		$3.95M Buy
74,184
+6,615
+10% +$352K 0.26% 109
2023
Q2 		$3.54M Sell
67,569
-522
-0.8% -$26.3K 0.25% 111
2023
Q1 		$3.35M Sell
68,091
-4,950
-7% -$235K 0.26% 113
2022
Q4 		$3.45M Buy
73,041
+8,832
+14% +$419K 0.29% 103
2022
Q3 		$2.78M Sell
64,209
-11,919
-16% -$522K 0.29% 97
2022
Q2 		$3.08M Sell
76,128
-597
-0.8% -$27.5K 0.28% 95
2022
Q1 		$3.81M Sell
76,725
-1,800
-2% -$84.5K 0.31% 83
2021
Q4 		$3.79M Buy
78,525
+345
+0.4% +$16.5K 0.27% 102
2021
Q3 		$3.63M Buy
78,180
+18,654
+31% +$899K 0.31% 85
2021
Q2 		$2.8M Buy
59,526
+3,726
+7% +$174K 0.25% 111
2021
Q1 		$2.53M Buy
55,800
+9,540
+21% +$442K 0.27% 101
2020
Q4 		$2.22M Buy
46,260
+15,078
+48% +$732K 0.31% 78
2020
Q3 		$1.45M Buy
31,182
+3,756
+14% +$167K 0.35% 72
2020
Q2 		$1.09M Buy
27,426
+17,106
+166% +$704K 0.34% 76
2020
Q1 		$391K Buy
10,320
+375
+4% +$14.4K 0.28% 88
2019
Q4 		$394K Buy
9,945
+210
+2% +$8.34K 0.22% 100
2019
Q3 		$385K Buy
9,735
+1,149
+13% +$43.4K 0.15% 153
2019
Q2 		$316K Buy
8,586
+420
+5% +$14.5K 0.13% 168
2019
Q1 		$265K Buy
8,166
+312
+4% +$10.1K 0.14% 173
2018
Q4 		$244K Buy
+7,854
New +$252K 0.16% 162

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

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

Stratos Wealth Advisors reduced its Walmart Inc (WMT) stake by 12% in Q1 2026, selling an estimated $704K and leaving 42,424 shares worth $5.27M. The position accounts for 0.32% of the portfolio, ranked #76.

Stratos Wealth Advisors first reported a position in WMT in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.37M in Q4 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Stratos Wealth Advisors held 42,424 shares of Walmart Inc worth $5.27M as of Q1 2026.
  • Stratos Wealth Advisors sold 5,732 Walmart Inc shares in Q1 2026, an estimated $704K.
  • Walmart Inc made up 0.32% of Stratos Wealth Advisors's portfolio in Q1 2026, its #76 holding.
  • Stratos Wealth Advisors first reported a position in Walmart Inc in Q4 2018 and has held it in 30 quarters since.
  • Stratos Wealth Advisors's Walmart Inc position peaked at $5.37M in Q4 2025.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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