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Wealth Advisors of Tampa Bay’s Walmart Inc WMT Stock Holding History

Wealth Advisors of Tampa Bay’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 		$9.9M Sell
79,674
-8,391
-10% -$1.03M 3.27% 6
2025
Q4 		$9.81M Sell
88,065
-2,072
-2% -$222K 3.39% 6
2025
Q3 		$9.29M Sell
90,137
-425
-0.5% -$42.3K 3.09% 6
2025
Q2 		$8.86M Sell
90,562
-4,295
-5% -$409K 3.34% 3
2025
Q1 		$8.33M Sell
94,857
-10,215
-10% -$958K 3.39% 3
2024
Q4 		$9.49M Sell
105,072
-940
-0.9% -$81.6K 4.07% 3
2024
Q3 		$8.56M Sell
106,012
-1,450
-1% -$106K 3.57% 4
2024
Q2 		$7.28M Sell
107,462
-668
-0.6% -$42.1K 3.39% 5
2024
Q1 		$6.51M Sell
108,130
-1,313
-1% -$75.1K 3.09% 6
2023
Q4 		$5.75M Sell
109,443
-109,743
-50% -$5.81M 2.89% 5
2023
Q3 		$11.7M Buy
219,186
+107,505
+96% +$5.72M 3.22% 4
2023
Q2 		$5.85M Sell
111,681
-735
-0.7% -$37.1K 3.21% 5
2023
Q1 		$5.53M Buy
112,416
+7,365
+7% +$350K 3.16% 6
2022
Q4 		$4.97M Buy
105,051
+546
+0.5% +$25.9K 3.07% 6
2022
Q3 		$4.52M Sell
104,505
-97,881
-48% -$4.29M 3.1% 5
2022
Q2 		$8.2M Buy
202,386
+56,748
+39% +$2.62M 2.53% 9
2022
Q1 		$7.23M Buy
145,638
+30
+0% +$1.41K 1.96% 17
2021
Q4 		$7.02M Buy
+145,608
New +$6.95M 1.72% 20

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

Wealth Advisors of Tampa Bay's WMT Position: Q1 2026 in Review

Wealth Advisors of Tampa Bay reduced its Walmart Inc (WMT) stake by 9.5% in Q1 2026, selling an estimated $1.03M and leaving 79,674 shares worth $9.9M. The position accounts for 3.27% of the portfolio, ranked #6.

Wealth Advisors of Tampa Bay first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.7M in Q3 2023. 4,430 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Wealth Advisors of Tampa Bay held 79,674 shares of Walmart Inc worth $9.9M as of Q1 2026.
  • Wealth Advisors of Tampa Bay sold 8,391 Walmart Inc shares in Q1 2026, an estimated $1.03M.
  • Walmart Inc made up 3.27% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #6 holding.
  • Wealth Advisors of Tampa Bay first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • Wealth Advisors of Tampa Bay's Walmart Inc position peaked at $11.7M in Q3 2023.
  • 4,430 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.