WA
WMT icon

WP Advisors’s Walmart Inc WMT Stock Holding History

WP 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 		$395K Buy
3,175
+6
+0.2% +$737 0.1% 83
2025
Q4 		$353K Hold
3,169
– – 0.09% 89
2025
Q3 		$327K Buy
3,169
+8
+0.3% +$796 0.08% 96
2025
Q2 		$309K Buy
3,161
+128
+4% +$12.2K 0.08% 92
2025
Q1 		$266K Buy
3,033
+7
+0.2% +$657 0.09% 96
2024
Q4 		$273K Hold
3,026
– – 0.09% 89
2024
Q3 		$244K Sell
3,026
-1,210
-29% -$88.9K 0.09% 90
2024
Q2 		$287K Buy
4,236
+28
+0.7% +$1.76K 0.09% 94
2024
Q1 		$253K Buy
4,208
+317
+8% +$18.1K 0.08% 99
2023
Q4 		$205K Sell
3,891
-1,578
-29% -$83.5K 0.08% 104
2023
Q3 		$292K Sell
5,469
-270
-5% -$14.4K 0.12% 83
2023
Q2 		$301K Sell
5,739
-660
-10% -$33.3K 0.12% 83
2023
Q1 		$315K Sell
6,399
-411
-6% -$19.5K 0.13% 83
2022
Q4 		$322K Hold
6,810
– – 0.14% 82
2022
Q3 		$294K Buy
6,810
+138
+2% +$6.04K 0.13% 85
2022
Q2 		$270K Buy
6,672
+1,251
+23% +$57.7K 0.12% 91
2022
Q1 		$269K Buy
5,421
+18
+0.3% +$845 0.11% 97
2021
Q4 		$261K Buy
5,403
+90
+2% +$4.3K 0.11% 95
2021
Q3 		$247K Buy
5,313
+18
+0.3% +$867 0.1% 96
2021
Q2 		$249K Buy
5,295
+678
+15% +$31.6K 0.1% 90
2021
Q1 		$209K Buy
+4,617
New +$214K 0.09% 93
2019
Q2 		– Sell
-1,140
Closed -$371 – 164
2019
Q1 		$371 Buy
+1,140
New +$37K 0.04% 138
2018
Q4 		– Sell
-1,527
Closed -$48K – 238
2018
Q3 		$48K Buy
1,527
+9
+0.6% +$275 0.04% 127
2018
Q2 		$43K Buy
+1,518
New +$43.2K 0.04% 142

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

WP Advisors's WMT Position: Q1 2026 in Review

WP Advisors increased its Walmart Inc (WMT) stake by 0.19% in Q1 2026, buying an estimated $737 and bringing the position to 3,175 shares worth $395K. The position accounts for 0.1% of the portfolio, ranked #83.

WP Advisors first reported a position in WMT in Q2 2018 and has held it in 24 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • WP Advisors held 3,175 shares of Walmart Inc worth $395K as of Q1 2026.
  • WP Advisors bought 6 Walmart Inc shares in Q1 2026, an estimated $737.
  • Walmart Inc made up 0.1% of WP Advisors's portfolio in Q1 2026, its #83 holding.
  • WP Advisors first reported a position in Walmart Inc in Q2 2018 and has held it in 24 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on WP Advisors's 13F filing for Q1 2026, filed 4 May 2026.