UF
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Univest Financial’s Walmart Inc WMT Stock Holding History

Univest Financial’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 		$5.64M Buy
45,350
+117
+0.3% +$14.4K 0.32% 63
2025
Q4 		$5.04M Sell
45,233
-1,375
-3% -$148K 0.27% 69
2025
Q3 		$4.8M Sell
46,608
-3,466
-7% -$345K 0.27% 67
2025
Q2 		$4.9M Buy
50,074
+1,564
+3% +$149K 0.29% 66
2025
Q1 		$4.26M Sell
48,510
-3,678
-7% -$345K 0.28% 68
2024
Q4 		$4.72M Sell
52,188
-1,290
-2% -$112K 0.3% 66
2024
Q3 		$4.32M Buy
53,478
+49,118
+1,127% +$3.61M 0.28% 69
2024
Q2 		$295K Sell
4,360
-412
-9% -$25.9K 0.08% 105
2024
Q1 		$287K Sell
4,772
-1,357
-22% -$77.6K 0.08% 95
2023
Q4 		$322K Sell
6,129
-180
-3% -$9.52K 0.1% 86
2023
Q3 		$336K Sell
6,309
-207
-3% -$11K 0.11% 75
2023
Q2 		$341K Sell
6,516
-384
-6% -$19.4K 0.1% 76
2023
Q1 		$339K Sell
6,900
-1,413
-17% -$67.1K 0.11% 74
2022
Q4 		$393K Sell
8,313
-1,104
-12% -$52.4K 0.12% 76
2022
Q3 		$407K Sell
9,417
-375
-4% -$16.4K 0.13% 74
2022
Q2 		$397K Sell
9,792
-420
-4% -$19.4K 0.13% 69
2022
Q1 		$507K Sell
10,212
-528
-5% -$24.8K 0.14% 67
2021
Q4 		$518K Buy
10,740
+63
+0.6% +$3.01K 0.13% 67
2021
Q3 		$496K Buy
10,677
+1,560
+17% +$75.2K 0.14% 64
2021
Q2 		$428K Buy
9,117
+300
+3% +$14K 0.12% 68
2021
Q1 		$399K Buy
8,817
+360
+4% +$16.7K 0.11% 71
2020
Q4 		$406K Sell
8,457
-1,284
-13% -$62.4K 0.12% 70
2020
Q3 		$454K Sell
9,741
-915
-9% -$40.7K 0.14% 66
2020
Q2 		$425K Sell
10,656
-2,667
-20% -$110K 0.14% 69
2020
Q1 		$505K Buy
+13,323
New +$512K 0.2% 69

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

Univest Financial's WMT Position: Q1 2026 in Review

Univest Financial increased its Walmart Inc (WMT) stake by 0.26% in Q1 2026, buying an estimated $14.4K and bringing the position to 45,350 shares worth $5.64M. The position accounts for 0.32% of the portfolio, ranked #63.

Univest Financial first reported a position in WMT in Q1 2020 and has held it in 25 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Univest Financial held 45,350 shares of Walmart Inc worth $5.64M as of Q1 2026.
  • Univest Financial bought 117 Walmart Inc shares in Q1 2026, an estimated $14.4K.
  • Walmart Inc made up 0.32% of Univest Financial's portfolio in Q1 2026, its #63 holding.
  • Univest Financial first reported a position in Walmart Inc in Q1 2020 and has held it in 25 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.