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WESPAC Advisors’s Walmart Inc WMT Stock Holding History

WESPAC 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 		$1.5M Hold
12,045
– – 0.82% 30
2025
Q4 		$1.34M Sell
12,045
-1,396
-10% -$150K 0.73% 41
2025
Q3 		$1.39M Hold
13,441
– – 0.81% 36
2025
Q2 		$1.31M Hold
13,441
– – 0.92% 29
2025
Q1 		$1.18M Sell
13,441
-182
-1% -$17.1K 0.96% 30
2024
Q4 		$1.23M Buy
13,623
+262
+2% +$22.7K 0.91% 26
2024
Q3 		$1.08M Buy
13,361
+5,744
+75% +$422K 0.8% 38
2024
Q2 		$516K Sell
7,617
-2,208
-22% -$139K 0.4% 88
2024
Q1 		$591K Buy
9,825
+510
+5% +$29.2K 0.34% 97
2023
Q4 		$490K Hold
9,315
– – 0.34% 94
2023
Q3 		$497K Buy
9,315
+2,403
+35% +$128K 0.37% 88
2023
Q2 		$362K Buy
+6,912
New +$349K 0.29% 91
2023
Q1 		– Sell
-8,715
Closed -$412K – 133
2022
Q4 		$412K Buy
8,715
+111
+1% +$5.27K 0.71% 40
2022
Q3 		$372K Sell
8,604
-1,872
-18% -$82K 0.5% 58
2022
Q2 		$425K Buy
+10,476
New +$483K 0.32% 59
2021
Q4 		– Sell
-6,942
Closed -$323K – 186
2021
Q3 		$323K Buy
+6,942
New +$334K 0.2% 129
2021
Q2 		– Sell
-9,159
Closed -$415K – 172
2021
Q1 		$415K Buy
9,159
+2,481
+37% +$115K 0.31% 94
2020
Q4 		$321K Buy
+6,678
New +$324K 0.25% 101
2016
Q3 		– Sell
-28,590
Closed -$696K – 127
2016
Q2 		$696K Buy
28,590
+4,200
+17% +$97.2K 0.72% 53
2016
Q1 		$557K Buy
+24,390
New +$535K 0.69% 63

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

WESPAC Advisors's WMT Position: Q1 2026 in Review

WESPAC Advisors held its Walmart Inc (WMT) position steady in Q1 2026 at 12,045 shares worth $1.5M. The position accounts for 0.82% of the portfolio, ranked #30.

WESPAC Advisors first reported a position in WMT in Q1 2016 and has held it in 20 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • WESPAC Advisors held 12,045 shares of Walmart Inc worth $1.5M as of Q1 2026.
  • WESPAC Advisors left its Walmart Inc share count unchanged in Q1 2026.
  • Walmart Inc made up 0.82% of WESPAC Advisors's portfolio in Q1 2026, its #30 holding.
  • WESPAC Advisors first reported a position in Walmart Inc in Q1 2016 and has held it in 20 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on WESPAC Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.