Ariadne Wealth Management’s Walmart Inc WMT Stock Holding History

Ariadne 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	$367K	Sell	2,945 -529	-15%	-$64.9K	0.16%	136
2025 Q4	$464K	Buy	3,474 +166	+5%	+$17.8K	0.19%	111
2025 Q3	$339K	Buy	3,308 +154	+5%	+$15.3K	0.15%	145
2025 Q2	$319K	Buy	+3,154	New	+$300K	0.15%	146
2025 Q1	–	Sell	-2,741	Closed	-$282K	–	242
2024 Q4	$282K	Buy	+2,741	New	+$238K	0.13%	158

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

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

Ariadne Wealth Management reduced its Walmart Inc (WMT) stake by 15% in Q1 2026, selling an estimated $64.9K and leaving 2,945 shares worth $367K. The position accounts for 0.16% of the portfolio, ranked #136.

Ariadne Wealth Management first reported a position in WMT in Q4 2024 and has held it in 5 quarters since. The position peaked at $464K in Q4 2025. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Ariadne Wealth Management held 2,945 shares of Walmart Inc worth $367K as of Q1 2026.
Ariadne Wealth Management sold 529 Walmart Inc shares in Q1 2026, an estimated $64.9K.
Walmart Inc made up 0.16% of Ariadne Wealth Management's portfolio in Q1 2026, its #136 holding.
Ariadne Wealth Management first reported a position in Walmart Inc in Q4 2024 and has held it in 5 quarters since.
Ariadne Wealth Management's Walmart Inc position peaked at $464K in Q4 2025.
4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.