Arrowroot Family Office’s Walmart Inc WMT Stock Holding History

Arrowroot Family Office’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	$359K	Sell	2,890 -38	-1%	-$4.67K	0.12%	118
2025 Q4	$326K	Sell	2,928 -17	-0.6%	-$1.82K	0.12%	108
2025 Q3	$304K	Buy	2,945 +24	+0.8%	+$2.39K	0.12%	116
2025 Q2	$286K	Buy	+2,921	New	+$278K	0.13%	114
2024 Q4	$248K	Sell	2,750 -324	-11%	-$28.1K	0.13%	116
2024 Q3	$248K	Buy	+3,074	New	+$226K	0.14%	111

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

Arrowroot Family Office's WMT Position: Q1 2026 in Review

Arrowroot Family Office reduced its Walmart Inc (WMT) stake by 1.3% in Q1 2026, selling an estimated $4.67K and leaving 2,890 shares worth $359K. The position accounts for 0.12% of the portfolio, ranked #118.

Arrowroot Family Office first reported a position in WMT in Q3 2024 and has held it in 6 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Arrowroot Family Office held 2,890 shares of Walmart Inc worth $359K as of Q1 2026.
Arrowroot Family Office sold 38 Walmart Inc shares in Q1 2026, an estimated $4.67K.
Walmart Inc made up 0.12% of Arrowroot Family Office's portfolio in Q1 2026, its #118 holding.
Arrowroot Family Office first reported a position in Walmart Inc in Q3 2024 and has held it in 6 quarters since.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.