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AMJ Financial Wealth Management’s Walmart Inc WMT Stock Holding History

AMJ Financial 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 		$11.5M Buy
92,639
+6,345
+7% +$779K 2.72% 9
2025
Q4 		$9.61M Buy
86,294
+25,883
+43% +$2.78M 2.27% 15
2025
Q3 		$6.23M Buy
60,411
+4,034
+7% +$402K 1.48% 32
2025
Q2 		$5.51M Buy
56,377
+1,958
+4% +$187K 1.37% 36
2025
Q1 		$4.78M Buy
54,419
+2,704
+5% +$254K 1.41% 33
2024
Q4 		$4.67M Sell
51,715
-142
-0.3% -$12.3K 1.29% 34
2024
Q3 		$4.19M Sell
51,857
-3,304
-6% -$243K 1.2% 34
2024
Q2 		$3.73M Buy
55,161
+1,119
+2% +$70.5K 1.16% 35
2024
Q1 		$3.25M Buy
54,042
+3,093
+6% +$177K 1.09% 33
2023
Q4 		$2.68M Buy
+50,949
New +$2.7M 1.13% 34
2022
Q2 		– Sell
-158,157
Closed -$7.85M – 90
2022
Q1 		$7.85M Buy
158,157
+97,041
+159% +$4.56M 3.15% 10
2021
Q4 		$2.95M Buy
61,116
+2,322
+4% +$111K 1.06% 30
2021
Q3 		$2.73M Buy
58,794
+4,515
+8% +$218K 1.12% 33
2021
Q2 		$2.55M Buy
54,279
+735
+1% +$34.2K 1.11% 35
2021
Q1 		$2.42M Sell
53,544
-58,362
-52% -$2.7M 1.17% 33
2020
Q4 		$5.38M Buy
111,906
+6,318
+6% +$307K 2.75% 13
2020
Q3 		$4.92M Sell
105,588
-8,403
-7% -$374K 2.9% 12
2020
Q2 		$4.55M Buy
113,991
+35,640
+45% +$1.47M 3.1% 7
2020
Q1 		$2.97M Sell
78,351
-28,320
-27% -$1.09M 5.15% 8
2019
Q4 		$4.23M Buy
+106,671
New +$4.24M 2.97% 8

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

AMJ Financial Wealth Management's WMT Position: Q1 2026 in Review

AMJ Financial Wealth Management increased its Walmart Inc (WMT) stake by 7.4% in Q1 2026, buying an estimated $779K and bringing the position to 92,639 shares worth $11.5M. The position accounts for 2.72% of the portfolio, ranked #9.

AMJ Financial Wealth Management first reported a position in WMT in Q4 2019 and has held it in 20 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • AMJ Financial Wealth Management held 92,639 shares of Walmart Inc worth $11.5M as of Q1 2026.
  • AMJ Financial Wealth Management bought 6,345 Walmart Inc shares in Q1 2026, an estimated $779K.
  • Walmart Inc made up 2.72% of AMJ Financial Wealth Management's portfolio in Q1 2026, its #9 holding.
  • AMJ Financial Wealth Management first reported a position in Walmart Inc in Q4 2019 and has held it in 20 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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