Wiser Advisor Group’s Walmart Inc WMT Stock Holding History

Wiser Advisor 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	$1.83M	Sell	14,744 -95	-0.6%	-$11.7K	2.22%	17
2025 Q4	$1.65M	Buy	14,839 +335	+2%	+$36K	1.89%	22
2025 Q3	$1.49M	Buy	14,504 +476	+3%	+$47.4K	1.86%	22
2025 Q2	$1.37M	Buy	14,028 +422	+3%	+$40.2K	2.38%	19
2025 Q1	$1.19M	Buy	13,606 +349	+3%	+$32.7K	1.76%	20
2024 Q4	$1.2M	Sell	13,257 -62	-0.5%	-$5.38K	1.74%	21
2024 Q3	$1.08M	Sell	13,319 -215	-2%	-$15.8K	1.61%	24
2024 Q2	$916K	Sell	13,534 -112	-0.8%	-$7.05K	1.44%	24
2024 Q1	$822K	Sell	13,646 -463	-3%	-$26.5K	1.29%	25
2023 Q4	$741K	Buy	+14,109	New	+$747K	1.23%	25

Other funds holding WMT

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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