AE Wealth Management’s Walmart Inc WMT Stock Holding History

AE 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	$112M	Buy	904,807 +33,230	+4%	+$4.08M	0.61%	30
2025 Q4	$97.1M	Buy	871,577 +315,046	+57%	+$33.8M	0.56%	38
2025 Q3	$57.4M	Buy	556,531 +82,909	+18%	+$8.25M	0.37%	63
2025 Q2	$46.3M	Buy	473,622 +254,049	+116%	+$24.2M	0.34%	74
2025 Q1	$19.3M	Buy	219,573 +30,412	+16%	+$2.85M	0.16%	155
2024 Q4	$17.1M	Sell	189,161 -8,842	-4%	-$767K	0.15%	166
2024 Q3	$16M	Sell	198,003 -13,254	-6%	-$973K	0.15%	160
2024 Q2	$14.3M	Buy	211,257 +56,658	+37%	+$3.57M	0.14%	172
2024 Q1	$9.3M	Sell	154,599 -713,100	-82%	-$40.8M	0.11%	225
2023 Q4	$47.5M	Sell	867,699 -34,650	-4%	-$1.83M	0.24%	83
2023 Q3	$48.1M	Sell	902,349 -8,625	-0.9%	-$459K	0.29%	66
2023 Q2	$47.7M	Buy	910,974 +33,606	+4%	+$1.7M	0.29%	63
2023 Q1	$43.1M	Buy	877,368 +43,596	+5%	+$2.07M	0.28%	65
2022 Q4	$39.4M	Buy	833,772 +75,987	+10%	+$3.61M	0.28%	67
2022 Q3	$32.8M	Buy	757,785 +25,722	+4%	+$1.13M	0.26%	77
2022 Q2	$29.7M	Buy	732,063 +55,263	+8%	+$2.55M	0.24%	97
2022 Q1	$33.6M	Buy	676,800 +32,751	+5%	+$1.54M	0.23%	97
2021 Q4	$31.1M	Buy	644,049 +44,862	+7%	+$2.14M	0.22%	106
2021 Q3	$27.8M	Buy	599,187 +41,817	+8%	+$2.01M	0.23%	98
2021 Q2	$26.2M	Buy	557,370 +55,614	+11%	+$2.59M	0.23%	104
2021 Q1	$22.7M	Buy	501,756 +25,689	+5%	+$1.19M	0.23%	101
2020 Q4	$22.9M	Buy	476,067 +20,283	+4%	+$985K	0.26%	91
2020 Q3	$21.3M	Buy	455,784 +20,568	+5%	+$914K	0.3%	73
2020 Q2	$17.4M	Buy	435,216 +49,287	+13%	+$2.03M	0.27%	90
2020 Q1	$14.6M	Buy	385,929 +46,149	+14%	+$1.78M	0.34%	59
2019 Q4	$13.5M	Buy	339,780 +24,519	+8%	+$974K	0.29%	74
2019 Q3	$12.5M	Buy	315,261 +24,957	+9%	+$942K	0.36%	56
2019 Q2	$10.7M	Buy	290,304 +138,297	+91%	+$4.77M	0.32%	63
2019 Q1	$4.94M	Buy	152,007 +19,425	+15%	+$630K	0.34%	59
2018 Q4	$4.12M	Buy	132,582 +600	+0.5%	+$19.2K	0.7%	31
2018 Q3	$4.13M	Buy	131,982 +16,359	+14%	+$500K	0.23%	79
2018 Q2	$3.3M	Buy	115,623 +19,830	+21%	+$564K	0.22%	66
2018 Q1	$2.84M	Buy	95,793 +10,065	+12%	+$324K	0.22%	71
2017 Q4	$2.82M	Sell	85,728 -5,727	-6%	-$175K	0.25%	71
2017 Q3	$2.38M	Buy	91,455 +8,100	+10%	+$212K	0.22%	72
2017 Q2	$2.1M	Buy	83,355 +47,208	+131%	+$1.2M	0.25%	73
2017 Q1	$868K	Buy	36,147 +8,619	+31%	+$198K	0.16%	125
2016 Q4	$634K	Buy	+27,528	New	+$643K	0.26%	99

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

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

AE Wealth Management increased its Walmart Inc (WMT) stake by 3.8% in Q1 2026, buying an estimated $4.08M and bringing the position to 904,807 shares worth $112M. The position accounts for 0.61% of the portfolio, ranked #30.

AE Wealth Management first reported a position in WMT in Q4 2016 and has held it in 38 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

AE Wealth Management held 904,807 shares of Walmart Inc worth $112M as of Q1 2026.
AE Wealth Management bought 33,230 Walmart Inc shares in Q1 2026, an estimated $4.08M.
Walmart Inc made up 0.61% of AE Wealth Management's portfolio in Q1 2026, its #30 holding.
AE Wealth Management first reported a position in Walmart Inc in Q4 2016 and has held it in 38 quarters since.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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