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Austin Wealth Management’s Walmart Inc WMT Stock Holding History

Austin 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 		– Sell
-4,226
Closed -$478K – 163
2025
Q4 		$478K Buy
4,226
+275
+7% +$29.5K 0.07% 99
2025
Q3 		$423K Sell
3,951
-823
-17% -$81.9K 0.07% 104
2025
Q2 		$468K Buy
4,774
+280
+6% +$26.7K 0.08% 85
2025
Q1 		$431K Buy
4,494
+117
+3% +$11K 0.09% 84
2024
Q4 		$402K Buy
4,377
+458
+12% +$39.7K 0.08% 85
2024
Q3 		$315K Buy
3,919
+1
+0% +$73 0.07% 95
2024
Q2 		$273K Buy
3,918
+34
+0.9% +$2.14K 0.06% 97
2024
Q1 		$253K Buy
+3,884
New +$222K 0.06% 98

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

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

Austin Wealth Management sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 4,226 shares — an estimated $478K sold.

Austin Wealth Management first reported a position in WMT in Q1 2024 and held it in 8 quarters. The position peaked at $478K in Q4 2025. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Austin Wealth Management reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
  • Austin Wealth Management sold 4,226 Walmart Inc shares in Q1 2026, an estimated $478K.
  • Austin Wealth Management first reported a position in Walmart Inc in Q1 2024 and held it in 8 quarters.
  • Austin Wealth Management's Walmart Inc position peaked at $478K in Q4 2025.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Austin Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.