White Knight Strategic Wealth Advisors’s Walmart Inc WMT Stock Holding History

White Knight Strategic Wealth 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	$409K	Sell	3,292 -101	-3%	-$12.4K	0.34%	55
2025 Q4	$378K	Buy	3,393 +102	+3%	+$11K	0.28%	64
2025 Q3	$339K	Sell	3,291 -102	-3%	-$10.2K	0.27%	65
2025 Q2	$332K	Sell	3,393 -45	-1%	-$4.29K	0.28%	63
2025 Q1	$302K	Sell	3,438 -3,439	-50%	-$323K	0.28%	62
2024 Q4	$621K	Buy	6,877 +3,439	+100%	+$298K	0.26%	62
2024 Q3	$278K	Hold	3,438	–	–	0.25%	68
2024 Q2	$233K	Hold	3,438	–	–	0.23%	72
2024 Q1	$207K	Sell	3,438 -1,200	-26%	-$68.7K	0.22%	72
2023 Q4	$244K	Hold	4,638	–	–	0.28%	63
2023 Q3	$247K	Sell	4,638 -645	-12%	-$34.3K	0.33%	54
2023 Q2	$277K	Sell	5,283 -2,910	-36%	-$147K	0.32%	59
2023 Q1	$403K	Sell	8,193 -825	-9%	-$39.2K	0.51%	41
2022 Q4	$426K	Sell	9,018 -735	-8%	-$34.9K	0.58%	43
2022 Q3	$422K	Sell	9,753 -855	-8%	-$37.5K	0.6%	40
2022 Q2	$430K	Hold	10,608	–	–	0.59%	42
2022 Q1	$527K	Sell	10,608 -1,290	-11%	-$60.6K	0.57%	40
2021 Q4	$574K	Buy	+11,898	New	+$568K	0.6%	39

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

White Knight Strategic Wealth Advisors's WMT Position: Q1 2026 in Review

White Knight Strategic Wealth Advisors reduced its Walmart Inc (WMT) stake by 3% in Q1 2026, selling an estimated $12.4K and leaving 3,292 shares worth $409K. The position accounts for 0.34% of the portfolio, ranked #55.

White Knight Strategic Wealth Advisors first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $621K in Q4 2024. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

White Knight Strategic Wealth Advisors held 3,292 shares of Walmart Inc worth $409K as of Q1 2026.
White Knight Strategic Wealth Advisors sold 101 Walmart Inc shares in Q1 2026, an estimated $12.4K.
Walmart Inc made up 0.34% of White Knight Strategic Wealth Advisors's portfolio in Q1 2026, its #55 holding.
White Knight Strategic Wealth Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
White Knight Strategic Wealth Advisors's Walmart Inc position peaked at $621K in Q4 2024.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.