44 Wealth Management’s Walmart Inc WMT Stock Holding History

44 Wealth Management’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	$2.97M	Sell	23,906 -1,160	-5%	-$142K	1.04%	23
2025 Q4	$2.79M	Sell	25,066 -406	-2%	-$43.6K	0.94%	25
2025 Q3	$2.63M	Buy	25,472 +62	+0.2%	+$6.17K	0.89%	27
2025 Q2	$2.48M	Sell	25,410 -123	-0.5%	-$11.7K	0.88%	30
2025 Q1	$2.24M	Buy	25,533 +1,655	+7%	+$155K	0.84%	32
2024 Q4	$2.16M	Hold	23,878	–	–	0.83%	34
2024 Q3	$1.99M	Buy	+23,878	New	+$1.75M	0.7%	44
2023 Q2	$1.62M	Sell	30,990 -2,073	-6%	-$105K	0.55%	50
2023 Q1	$1.63M	Buy	33,063 +66	+0.2%	+$3.13K	0.55%	48
2022 Q4	$1.56M	Sell	32,997 -2,487	-7%	-$118K	0.54%	49
2022 Q3	$1.53M	Buy	35,484 +11,382	+47%	+$499K	0.63%	47
2022 Q2	$977K	Buy	24,102 +18	+0.1%	+$830	0.38%	73
2022 Q1	$1.2M	Buy	24,084 +9	+0%	+$423	0.43%	62
2021 Q4	$1.16M	Hold	24,075	–	–	0.4%	66
2021 Q3	$1.12M	Buy	24,075 +9	+0%	+$434	0.43%	62
2021 Q2	$1.13M	Buy	24,066 +1,218	+5%	+$56.7K	0.44%	59
2021 Q1	$1.03M	Hold	22,848	–	–	0.43%	56
2020 Q4	$1.1M	Buy	+22,848	New	+$1.11M	0.5%	47

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

44 Wealth Management's WMT Position: Q1 2026 in Review

44 Wealth Management reduced its Walmart Inc (WMT) stake by 4.6% in Q1 2026, selling an estimated $142K and leaving 23,906 shares worth $2.97M. The position accounts for 1.04% of the portfolio, ranked #23.

44 Wealth Management first reported a position in WMT in Q4 2020 and has held it in 18 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

44 Wealth Management held 23,906 shares of Walmart Inc worth $2.97M as of Q1 2026.
44 Wealth Management sold 1,160 Walmart Inc shares in Q1 2026, an estimated $142K.
Walmart Inc made up 1.04% of 44 Wealth Management's portfolio in Q1 2026, its #23 holding.
44 Wealth Management first reported a position in Walmart Inc in Q4 2020 and has held it in 18 quarters since.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on 44 Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.