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Wells Financial Advisors’s Walmart Inc WMT Stock Holding History

Wells Financial 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 		– Sell
-119
Closed -$13.3K – 71
2025
Q4 		$13.3K Hold
119
– – 0.03% 65
2025
Q3 		$12.3K Hold
119
– – 0.02% 70
2025
Q2 		$11.6K Buy
119
+1
+0.8% +$95 0.02% 73
2025
Q1 		$10.4K Hold
118
– – 0.01% 73
2024
Q4 		$10.7K Hold
118
– – 0.01% 75
2024
Q3 		$9.51K Buy
+118
New +$8.67K 0.01% 78

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

Wells Financial Advisors's WMT Position: Q1 2026 in Review

Wells Financial Advisors sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 119 shares — an estimated $13.3K sold.

Wells Financial Advisors first reported a position in WMT in Q3 2024 and held it in 6 quarters. The position peaked at $13.3K in Q4 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Wells Financial Advisors reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
  • Wells Financial Advisors sold 119 Walmart Inc shares in Q1 2026, an estimated $13.3K.
  • Wells Financial Advisors first reported a position in Walmart Inc in Q3 2024 and held it in 6 quarters.
  • Wells Financial Advisors's Walmart Inc position peaked at $13.3K in Q4 2025.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Wells Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.