Vestia Personal Wealth Advisors’s Walmart Inc WMT Stock Holding History

Vestia Personal Wealth 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	$374K	Sell	3,011 -228	-7%	-$28K	0.18%	70
2025 Q4	$387K	Buy	3,239 +49	+2%	+$5.26K	0.2%	64
2025 Q3	$329K	Buy	3,190 +32	+1%	+$3.19K	0.19%	73
2025 Q2	$309K	Buy	3,158 +26	+0.8%	+$2.48K	0.21%	72
2025 Q1	$275K	Sell	3,132 -23	-0.7%	-$2.16K	0.22%	70
2024 Q4	$285K	Buy	3,155 +301	+11%	+$26.1K	0.23%	66
2024 Q3	$230K	Buy	+2,854	New	+$210K	0.22%	69

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

Vestia Personal Wealth Advisors's WMT Position: Q1 2026 in Review

Vestia Personal Wealth Advisors reduced its Walmart Inc (WMT) stake by 7% in Q1 2026, selling an estimated $28K and leaving 3,011 shares worth $374K. The position accounts for 0.18% of the portfolio, ranked #70.

Vestia Personal Wealth Advisors first reported a position in WMT in Q3 2024 and has held it in 7 quarters since. The position peaked at $387K in Q4 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Vestia Personal Wealth Advisors held 3,011 shares of Walmart Inc worth $374K as of Q1 2026.
Vestia Personal Wealth Advisors sold 228 Walmart Inc shares in Q1 2026, an estimated $28K.
Walmart Inc made up 0.18% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #70 holding.
Vestia Personal Wealth Advisors first reported a position in Walmart Inc in Q3 2024 and has held it in 7 quarters since.
Vestia Personal Wealth Advisors's Walmart Inc position peaked at $387K in Q4 2025.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.