World Investment Advisors’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $37.8M | Sell |
303,883
-16,331
| -5% | -$2.01M | 0.61% | 28 |
|
|
2025
Q4 | $35.7M | Buy |
320,214
+26,348
| +9% | +$2.83M | 0.58% | 29 |
|
|
2025
Q3 | $30.3M | Buy |
293,866
+14,487
| +5% | +$1.44M | 0.62% | 29 |
|
|
2025
Q2 | $27.3M | Sell |
279,379
-5,912
| -2% | -$563K | 0.62% | 30 |
|
|
2025
Q1 | $25M | Buy |
285,291
+13,776
| +5% | +$1.29M | 0.65% | 29 |
|
|
2024
Q4 | $24.5M | Buy |
271,515
+19,233
| +8% | +$1.67M | 0.67% | 28 |
|
|
2024
Q3 | $20.4M | Buy |
252,282
+151,950
| +151% | +$11.2M | 0.64% | 31 |
|
|
2024
Q2 | $6.79M | Buy |
100,332
+41,565
| +71% | +$2.62M | 0.42% | 49 |
|
|
2024
Q1 | $3.55M | Sell |
58,767
-8,568
| -13% | -$490K | 0.51% | 44 |
|
|
2023
Q4 | $3.55M | Buy |
67,335
+5,442
| +9% | +$288K | 0.46% | 43 |
|
|
2023
Q3 | $3.3M | Buy |
61,893
+75
| +0.1% | +$3.99K | 0.65% | 33 |
|
|
2023
Q2 | $3.24M | Sell |
61,818
-1,998
| -3% | -$101K | 0.63% | 30 |
|
|
2023
Q1 | $3.15M | Sell |
63,816
-4,329
| -6% | -$205K | 0.66% | 30 |
|
|
2022
Q4 | $3.23M | Sell |
68,145
-6,522
| -9% | -$310K | 0.74% | 27 |
|
|
2022
Q3 | $3.23M | Buy |
74,667
+702
| +0.9% | +$30.8K | 0.77% | 27 |
|
|
2022
Q2 | $3.22M | Buy |
73,965
+987
| +1% | +$45.5K | 0.68% | 29 |
|
|
2022
Q1 | $3.64M | Sell |
72,978
-1,500
| -2% | -$70.4K | 0.75% | 26 |
|
|
2021
Q4 | $3.38M | Buy |
74,478
+444
| +0.6% | +$21.2K | 0.71% | 29 |
|
|
2021
Q3 | $3.44M | Sell |
74,034
-765
| -1% | -$36.9K | 0.78% | 25 |
|
|
2021
Q2 | $3.52M | Sell |
74,799
-2,373
| -3% | -$111K | 0.8% | 24 |
|
|
2021
Q1 | $3.57M | Buy |
77,172
+78
| +0.1% | +$3.61K | 0.86% | 21 |
|
|
2020
Q4 | $3.71M | Buy |
77,094
+5,670
| +8% | +$275K | 0.94% | 22 |
|
|
2020
Q3 | $3.33M | Hold |
71,424
| – | – | 1.14% | 20 |
|
|
2020
Q2 | $3.14M | Buy |
+71,424
| New | +$2.94M | 1.1% | 20 |
|
|
2020
Q1 | – | Sell |
-72,246
| Closed | -$2.88M | – | 178 |
|
|
2019
Q4 | $2.88M | Buy |
72,246
+13,314
| +23% | +$529K | 1.12% | 21 |
|
|
2019
Q3 | $2.33M | Buy |
58,932
+11,523
| +24% | +$435K | 1% | 17 |
|
|
2019
Q2 | $1.7M | Sell |
47,409
-19,575
| -29% | -$675K | 0.75% | 19 |
|
|
2019
Q1 | $2.19M | Sell |
66,984
-15,186
| -18% | -$492K | 1% | 20 |
|
|
2018
Q4 | $2.59M | Buy |
+82,170
| New | +$2.63M | 1.16% | 18 |
|
Other funds holding WMT
VCM
VPM
World Investment Advisors's WMT Position: Q1 2026 in Review
World Investment Advisors reduced its Walmart Inc (WMT) stake by 5.1% in Q1 2026, selling an estimated $2.01M and leaving 303,883 shares worth $37.8M. The position accounts for 0.61% of the portfolio, ranked #28.
World Investment Advisors first reported a position in WMT in Q4 2018 and has held it in 29 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- World Investment Advisors held 303,883 shares of Walmart Inc worth $37.8M as of Q1 2026.
- World Investment Advisors sold 16,331 Walmart Inc shares in Q1 2026, an estimated $2.01M.
- Walmart Inc made up 0.61% of World Investment Advisors's portfolio in Q1 2026, its #28 holding.
- World Investment Advisors first reported a position in Walmart Inc in Q4 2018 and has held it in 29 quarters since.
- 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.