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Tobias Financial Advisors’s Walmart Inc WMT Stock Holding History

Tobias Financial 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 		$1.4M Sell
11,241
-585
-5% -$71.8K 0.19% 58
2025
Q4 		$1.32M Buy
11,826
+1,899
+19% +$204K 0.19% 64
2025
Q3 		$1.02M Buy
9,927
+471
+5% +$46.9K 0.16% 67
2025
Q2 		$925K Buy
9,456
+4,936
+109% +$470K 0.16% 69
2025
Q1 		$397K Sell
4,520
-201
-4% -$18.9K 0.08% 78
2024
Q4 		$427K Buy
4,721
+153
+3% +$13.3K 0.09% 75
2024
Q3 		$369K Sell
4,568
-87
-2% -$6.39K 0.07% 75
2024
Q2 		$315K Buy
4,655
+631
+16% +$39.7K 0.07% 77
2024
Q1 		$242K Buy
+4,024
New +$230K 0.05% 86
2020
Q1 		– Sell
-630
Closed -$24K – 295
2019
Q4 		$24K Buy
+630
New +$25K 0.02% 132

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

Tobias Financial Advisors's WMT Position: Q1 2026 in Review

Tobias Financial Advisors reduced its Walmart Inc (WMT) stake by 4.9% in Q1 2026, selling an estimated $71.8K and leaving 11,241 shares worth $1.4M. The position accounts for 0.19% of the portfolio, ranked #58.

Tobias Financial Advisors first reported a position in WMT in Q4 2019 and has held it in 10 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Tobias Financial Advisors held 11,241 shares of Walmart Inc worth $1.4M as of Q1 2026.
  • Tobias Financial Advisors sold 585 Walmart Inc shares in Q1 2026, an estimated $71.8K.
  • Walmart Inc made up 0.19% of Tobias Financial Advisors's portfolio in Q1 2026, its #58 holding.
  • Tobias Financial Advisors first reported a position in Walmart Inc in Q4 2019 and has held it in 10 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Tobias Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.