49 Wealth Management’s Walmart Inc WMT Stock Holding History

49 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	$4.67M	Buy	37,551 +7,410	+25%	+$910K	0.35%	27
2025 Q4	$3.36M	Buy	30,141 +163	+0.5%	+$17.5K	0.27%	36
2025 Q3	$3.09M	Buy	29,978 +9,586	+47%	+$954K	0.29%	33
2025 Q2	$1.99M	Buy	20,392 +3,404	+20%	+$324K	0.21%	34
2025 Q1	$1.49M	Buy	16,988 +7,390	+77%	+$693K	0.18%	43
2024 Q4	$867K	Sell	9,598 -1,558	-14%	-$135K	0.12%	60
2024 Q3	$901K	Buy	11,156 +2,371	+27%	+$174K	0.15%	61
2024 Q2	$593K	Buy	8,785 +1,933	+28%	+$122K	0.12%	77
2024 Q1	$411K	Sell	6,852 -210	-3%	-$12K	0.09%	69
2023 Q4	$371K	Buy	+7,062	New	+$374K	0.1%	72

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

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

49 Wealth Management increased its Walmart Inc (WMT) stake by 25% in Q1 2026, buying an estimated $910K and bringing the position to 37,551 shares worth $4.67M. The position accounts for 0.35% of the portfolio, ranked #27.

49 Wealth Management first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

49 Wealth Management held 37,551 shares of Walmart Inc worth $4.67M as of Q1 2026.
49 Wealth Management bought 7,410 Walmart Inc shares in Q1 2026, an estimated $910K.
Walmart Inc made up 0.35% of 49 Wealth Management's portfolio in Q1 2026, its #27 holding.
49 Wealth Management first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.