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Wealthspire Advisors (New York)’s Walmart Inc WMT Stock Holding History

Wealthspire Advisors (New York)’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 		$11.6M Sell
93,465
-18,419
-16% -$2.26M 0.09% 106
2025
Q4 		$12.5M Sell
111,884
-41,946
-27% -$4.5M 0.1% 101
2025
Q3 		$15.9M Sell
153,830
-33,050
-18% -$3.29M 0.08% 92
2025
Q2 		$18.3M Buy
186,880
+16,864
+10% +$1.61M 0.1% 81
2025
Q1 		$14.9M Buy
170,016
+88,154
+108% +$8.27M 0.09% 90
2024
Q4 		$7.4M Buy
81,862
+10,913
+15% +$947K 0.07% 124
2024
Q3 		$5.73M Sell
70,949
-3,194
-4% -$235K 0.06% 142
2024
Q2 		$5.02M Buy
74,143
+358
+0.5% +$22.5K 0.06% 115
2024
Q1 		$4.44M Sell
73,785
-14,838
-17% -$849K 0.06% 120
2023
Q4 		$4.66M Buy
88,623
+21,990
+33% +$1.16M 0.07% 115
2023
Q3 		$3.55M Buy
66,633
+4,827
+8% +$257K 0.06% 122
2023
Q2 		$3.24M Sell
61,806
-7,989
-11% -$403K 0.05% 118
2023
Q1 		$3.43M Sell
69,795
-6,504
-9% -$309K 0.06% 112
2022
Q4 		$3.61M Buy
76,299
+10,497
+16% +$499K 0.07% 114
2022
Q3 		$2.85M Buy
65,802
+342
+0.5% +$15K 0.06% 117
2022
Q2 		$2.65M Buy
65,460
+11,049
+20% +$510K 0.06% 122
2022
Q1 		$2.7M Buy
54,411
+594
+1% +$27.9K 0.06% 106
2021
Q4 		$2.6M Sell
53,817
-6,681
-11% -$319K 0.06% 120
2021
Q3 		$2.81M Buy
60,498
+22,668
+60% +$1.09M 0.06% 134
2021
Q2 		$1.78M Sell
37,830
-53,370
-59% -$2.49M 0.05% 120
2021
Q1 		$4.13M Buy
91,200
+19,473
+27% +$902K 0.1% 101
2020
Q4 		$3.45M Buy
71,727
+40,533
+130% +$1.97M 0.1% 92
2020
Q3 		$1.46M Buy
31,194
+564
+2% +$25.1K 0.09% 102
2020
Q2 		$1.22M Sell
30,630
-48,165
-61% -$1.98M 0.09% 97
2020
Q1 		$2.98M Buy
78,795
+60,201
+324% +$2.32M 0.13% 94
2019
Q4 		$737K Buy
18,594
+4,383
+31% +$174K 0.05% 85
2019
Q3 		$562K Buy
+14,211
New +$536K 0.05% 80
2019
Q1 		– Sell
-3,261
Closed -$101K – 802
2018
Q4 		$101K Buy
+3,261
New +$105K 0.01% 111

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

Wealthspire Advisors (New York)'s WMT Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Walmart Inc (WMT) stake by 16% in Q1 2026, selling an estimated $2.26M and leaving 93,465 shares worth $11.6M. The position accounts for 0.09% of the portfolio, ranked #106.

Wealthspire Advisors (New York) first reported a position in WMT in Q4 2018 and has held it in 28 quarters since. The position peaked at $18.3M in Q2 2025. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Wealthspire Advisors (New York) held 93,465 shares of Walmart Inc worth $11.6M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 18,419 Walmart Inc shares in Q1 2026, an estimated $2.26M.
  • Walmart Inc made up 0.09% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #106 holding.
  • Wealthspire Advisors (New York) first reported a position in Walmart Inc in Q4 2018 and has held it in 28 quarters since.
  • Wealthspire Advisors (New York)'s Walmart Inc position peaked at $18.3M in Q2 2025.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.