United Capital Financial Advisors’s Walmart Inc WMT Stock Holding History

United Capital 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
2022 Q2	–	Sell	-11,100	Closed	-$551K	–	1201
2022 Q1	$551K	Buy	11,100 +10,989	+9,900%	+$516K	﹤0.01%	813
2021 Q4	$535K	Sell	111 -10,989	-99%	-$525K	﹤0.01%	835
2021 Q3	$516K	Hold	11,100	–	–	﹤0.01%	847
2021 Q2	$522K	Buy	+11,100	New	+$517K	﹤0.01%	851
2019 Q3	–	Sell	-12,600	Closed	-$464K	–	1502
2019 Q2	$464K	Hold	12,600	–	–	﹤0.01%	1072
2019 Q1	$410K	Buy	+12,600	New	+$409K	﹤0.01%	1037

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

United Capital Financial Advisors's WMT Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Walmart Inc (WMT) stake by 21% in Q1 2026, selling an estimated $10.3M and leaving 313,778 shares worth $39M. The position accounts for 0.24% of the portfolio, ranked #80.

United Capital Financial Advisors first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $90M in Q2 2023. 4,430 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

United Capital Financial Advisors held 313,778 shares of Walmart Inc worth $39M as of Q1 2026.
United Capital Financial Advisors sold 83,530 Walmart Inc shares in Q1 2026, an estimated $10.3M.
Walmart Inc made up 0.24% of United Capital Financial Advisors's portfolio in Q1 2026, its #80 holding.
United Capital Financial Advisors first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
United Capital Financial Advisors's Walmart Inc position peaked at $90M in Q2 2023.
4,430 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.