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UP Strategic Wealth Investment Advisors’s Walmart Inc WMT Stock Holding History

UP Strategic Wealth Investment 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 		$1.53M Buy
11,745
+253
+2% +$31.1K 0.96% 17
2025
Q4 		$1.51M Sell
11,492
-433
-4% -$46.5K 1.09% 14
2025
Q3 		$1.3M Hold
11,925
– – 0.97% 16
2025
Q2 		$1.17M Sell
11,925
-432
-3% -$41.2K 0.91% 19
2025
Q1 		$1.08M Buy
12,357
+849
+7% +$79.6K 0.96% 17
2024
Q4 		$1.04M Buy
11,508
+1,493
+15% +$130K 1.04% 20
2024
Q3 		$809K Buy
10,015
+916
+10% +$67.3K 0.91% 23
2024
Q2 		$616K Hold
9,099
– – 0.93% 24
2024
Q1 		$547K Hold
9,099
– – 0.9% 25
2023
Q4 		$478K Buy
+9,099
New +$481K 0.87% 26

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

UP Strategic Wealth Investment Advisors's WMT Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors increased its Walmart Inc (WMT) stake by 2.2% in Q1 2026, buying an estimated $31.1K and bringing the position to 11,745 shares worth $1.53M. The position accounts for 0.96% of the portfolio, ranked #17.

UP Strategic Wealth Investment Advisors first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 11,745 shares of Walmart Inc worth $1.53M as of Q1 2026.
  • UP Strategic Wealth Investment Advisors bought 253 Walmart Inc shares in Q1 2026, an estimated $31.1K.
  • Walmart Inc made up 0.96% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #17 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.