1776 Wealth’s Walmart Inc WMT Stock Holding History

1776 Wealth’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	$378K	Hold	3,043	–	–	0.15%	100
2025 Q4	$339K	Hold	3,043	–	–	0.13%	105
2025 Q3	$314K	Sell	3,043 -228	-7%	-$22.7K	0.12%	112
2025 Q2	$320K	Buy	3,271 +82	+3%	+$7.81K	0.13%	114
2025 Q1	$280K	Hold	3,189	–	–	0.13%	118
2024 Q4	$288K	Hold	3,189	–	–	0.13%	116
2024 Q3	$258K	Hold	3,189	–	–	0.12%	129
2024 Q2	$216K	Buy	+3,189	New	+$201K	0.1%	139
2021 Q3	–	Sell	-4,335	Closed	-$204K	–	123
2021 Q2	$204K	Buy	+4,335	New	+$202K	0.12%	113
2021 Q1	–	Sell	-4,293	Closed	-$206K	–	122
2020 Q4	$206K	Hold	4,293	–	–	0.13%	107
2020 Q3	$200K	Hold	4,293	–	–	0.15%	100
2020 Q2	$171K	Sell	4,293 -4,224	-50%	-$174K	0.12%	108
2020 Q1	$329K	Buy	8,517 +4,413	+108%	+$170K	0.14%	110
2019 Q4	$162K	Buy	+4,104	New	+$163K	0.14%	110

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

1776 Wealth's WMT Position: Q1 2026 in Review

1776 Wealth held its Walmart Inc (WMT) position steady in Q1 2026 at 3,043 shares worth $378K. The position accounts for 0.15% of the portfolio, ranked #100.

1776 Wealth first reported a position in WMT in Q4 2019 and has held it in 14 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

1776 Wealth held 3,043 shares of Walmart Inc worth $378K as of Q1 2026.
1776 Wealth left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up 0.15% of 1776 Wealth's portfolio in Q1 2026, its #100 holding.
1776 Wealth first reported a position in Walmart Inc in Q4 2019 and has held it in 14 quarters since.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on 1776 Wealth's 13F filing for Q1 2026, filed 8 May 2026.