WFAG
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Wescott Financial Advisory Group’s Walmart Inc WMT Stock Holding History

Wescott Financial Advisory Group’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 		$740K Buy
5,952
+97
+2% +$11.9K 0.06% 115
2025
Q4 		$652K Buy
5,855
+563
+11% +$60.5K 0.06% 118
2025
Q3 		$545K Buy
5,292
+3,101
+142% +$309K 0.05% 117
2025
Q2 		$214K Buy
+2,191
New +$209K 0.02% 165

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

Wescott Financial Advisory Group's WMT Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Walmart Inc (WMT) stake by 1.7% in Q1 2026, buying an estimated $11.9K and bringing the position to 5,952 shares worth $740K. The position accounts for 0.06% of the portfolio, ranked #115.

Wescott Financial Advisory Group first reported a position in WMT in Q2 2025 and has held it in 4 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Wescott Financial Advisory Group held 5,952 shares of Walmart Inc worth $740K as of Q1 2026.
  • Wescott Financial Advisory Group bought 97 Walmart Inc shares in Q1 2026, an estimated $11.9K.
  • Walmart Inc made up 0.06% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #115 holding.
  • Wescott Financial Advisory Group first reported a position in Walmart Inc in Q2 2025 and has held it in 4 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.