Talisman Wealth Advisors’s Walmart Inc WMT Stock Holding History

Talisman 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	$249K	Sell	2,002 -1,541	-43%	-$189K	0.2%	85
2025 Q4	$396K	Sell	3,543 -40	-1%	-$4.29K	0.31%	65
2025 Q3	$369K	Buy	3,583 +4	+0.1%	+$398	0.31%	70
2025 Q2	$350K	Buy	3,579 +145	+4%	+$13.8K	0.32%	71
2025 Q1	$301K	Sell	3,434 -32	-0.9%	-$3K	0.31%	74
2024 Q4	$313K	Sell	3,466 -150	-4%	-$13K	0.33%	70
2024 Q3	$290K	Hold	3,616	–	–	0.31%	74
2024 Q2	$245K	Buy	3,616 +242	+7%	+$15.2K	0.28%	83
2024 Q1	$203K	Buy	+3,374	New	+$193K	0.26%	89

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Talisman Wealth Advisors reduced its Walmart Inc (WMT) stake by 43% in Q1 2026, selling an estimated $189K and leaving 2,002 shares worth $249K. The position accounts for 0.2% of the portfolio, ranked #85.

Talisman Wealth Advisors first reported a position in WMT in Q1 2024 and has held it in 9 quarters since. The position peaked at $396K in Q4 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Talisman Wealth Advisors held 2,002 shares of Walmart Inc worth $249K as of Q1 2026.
Talisman Wealth Advisors sold 1,541 Walmart Inc shares in Q1 2026, an estimated $189K.
Walmart Inc made up 0.2% of Talisman Wealth Advisors's portfolio in Q1 2026, its #85 holding.
Talisman Wealth Advisors first reported a position in Walmart Inc in Q1 2024 and has held it in 9 quarters since.
Talisman Wealth Advisors's Walmart Inc position peaked at $396K in Q4 2025.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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