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Worth Financial Advisory Group’s Walmart Inc WMT Stock Holding History

Worth 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 		– Sell
-14,884
Closed -$1.66M – 188
2025
Q4 		$1.66M Buy
14,884
+1,138
+8% +$122K 0.8% 26
2025
Q3 		$1.42M Sell
13,746
-54
-0.4% -$5.38K 0.79% 27
2025
Q2 		$1.35M Buy
13,800
+304
+2% +$29K 0.83% 27
2025
Q1 		$1.18M Buy
13,496
+5,651
+72% +$530K 0.75% 33
2024
Q4 		$709K Sell
7,845
-781
-9% -$67.8K 0.44% 58
2024
Q3 		$697K Sell
8,626
-379
-4% -$27.8K 0.41% 62
2024
Q2 		$610K Buy
9,005
+447
+5% +$28.1K 0.4% 64
2024
Q1 		$515K Buy
8,558
+182
+2% +$10.4K 0.36% 74
2023
Q4 		$440K Sell
8,376
-105
-1% -$5.56K 0.35% 78
2023
Q3 		$452K Sell
8,481
-285
-3% -$15.2K 0.41% 70
2023
Q2 		$459K Sell
8,766
-165
-2% -$8.32K 0.43% 68
2023
Q1 		$439K Buy
8,931
+438
+5% +$20.8K 0.42% 65
2022
Q4 		$401K Buy
+8,493
New +$403K 0.47% 60

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

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

Worth Financial Advisory Group sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 14,884 shares — an estimated $1.66M sold.

Worth Financial Advisory Group first reported a position in WMT in Q4 2022 and held it in 13 quarters. The position peaked at $1.66M in Q4 2025. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Worth Financial Advisory Group reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
  • Worth Financial Advisory Group sold 14,884 Walmart Inc shares in Q1 2026, an estimated $1.66M.
  • Worth Financial Advisory Group first reported a position in Walmart Inc in Q4 2022 and held it in 13 quarters.
  • Worth Financial Advisory Group's Walmart Inc position peaked at $1.66M in Q4 2025.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Worth Financial Advisory Group's 13F filing for Q1 2026, filed 4 May 2026.