UAG
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United Advisor Group’s Walmart Inc WMT Stock Holding History

United Advisor Group’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 		$4.93M Buy
39,651
+335
+0.9% +$41.1K 0.61% 36
2025
Q4 		$4.38M Buy
39,316
+1,964
+5% +$211K 0.55% 43
2025
Q3 		$3.85M Buy
37,352
+4,343
+13% +$432K 0.52% 49
2025
Q2 		$3.23M Buy
33,009
+4,485
+16% +$427K 0.56% 44
2025
Q1 		$2.5M Sell
28,524
-4,648
-14% -$436K 0.51% 51
2024
Q4 		$3M Buy
33,172
+1,988
+6% +$173K 0.59% 42
2024
Q3 		$2.52M Buy
31,184
+4,106
+15% +$302K 0.57% 46
2024
Q2 		$1.83M Buy
27,078
+4,925
+22% +$310K 0.57% 53
2024
Q1 		$1.33M Sell
22,153
-7,670
-26% -$439K 0.5% 57
2023
Q4 		$1.57M Buy
+29,823
New +$1.58M 1.89% 10

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

United Advisor Group's WMT Position: Q1 2026 in Review

United Advisor Group increased its Walmart Inc (WMT) stake by 0.85% in Q1 2026, buying an estimated $41.1K and bringing the position to 39,651 shares worth $4.93M. The position accounts for 0.61% of the portfolio, ranked #36.

United Advisor Group first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • United Advisor Group held 39,651 shares of Walmart Inc worth $4.93M as of Q1 2026.
  • United Advisor Group bought 335 Walmart Inc shares in Q1 2026, an estimated $41.1K.
  • Walmart Inc made up 0.61% of United Advisor Group's portfolio in Q1 2026, its #36 holding.
  • United Advisor Group first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.