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Berger Financial Group’s Walmart Inc WMT Stock Holding History

Berger Financial Group’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 		$10.3M Sell
82,993
-6,950
-8% -$853K 0.58% 37
2025
Q4 		$10M Buy
89,943
+740
+0.8% +$79.5K 0.58% 37
2025
Q3 		$9.19M Sell
89,203
-68
-0.1% -$6.77K 0.55% 39
2025
Q2 		$8.73M Sell
89,271
-246
-0.3% -$23.4K 0.56% 37
2025
Q1 		$7.86M Sell
89,517
-20,043
-18% -$1.88M 0.55% 37
2024
Q4 		$9.9M Sell
109,560
-173
-0.2% -$15K 0.68% 36
2024
Q3 		$8.86M Sell
109,733
-2,089
-2% -$153K 0.64% 39
2024
Q2 		$7.57M Sell
111,822
-1,838
-2% -$116K 0.6% 36
2024
Q1 		$6.84M Buy
113,660
+7,190
+7% +$411K 0.56% 39
2023
Q4 		$5.59M Sell
106,470
-1,950
-2% -$103K 0.58% 41
2023
Q3 		$5.78M Buy
108,420
+816
+0.8% +$43.4K 0.66% 33
2023
Q2 		$5.64M Sell
107,604
-3,201
-3% -$161K 0.64% 35
2023
Q1 		$5.45M Buy
110,805
+34,776
+46% +$1.65M 0.66% 34
2022
Q4 		$3.59M Buy
76,029
+4,410
+6% +$209K 0.47% 67
2022
Q3 		$3.1M Buy
71,619
+58,845
+461% +$2.58M 0.45% 66
2022
Q2 		$518K Sell
12,774
-96,030
-88% -$4.43M 0.08% 133
2022
Q1 		$5.4M Buy
108,804
+9,615
+10% +$451K 0.69% 36
2021
Q4 		$4.78M Buy
99,189
+5,505
+6% +$263K 0.63% 51
2021
Q3 		$4.35M Buy
93,684
+528
+0.6% +$25.4K 0.78% 44
2021
Q2 		$4.38M Buy
93,156
+3,888
+4% +$181K 0.79% 48
2021
Q1 		$4.04M Sell
89,268
-7,209
-7% -$334K 0.88% 46
2020
Q4 		$4.64M Buy
+96,477
New +$4.69M 0.81% 31

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

Berger Financial Group's WMT Position: Q1 2026 in Review

Berger Financial Group reduced its Walmart Inc (WMT) stake by 7.7% in Q1 2026, selling an estimated $853K and leaving 82,993 shares worth $10.3M. The position accounts for 0.58% of the portfolio, ranked #37.

Berger Financial Group first reported a position in WMT in Q4 2020 and has held it in 22 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Berger Financial Group held 82,993 shares of Walmart Inc worth $10.3M as of Q1 2026.
  • Berger Financial Group sold 6,950 Walmart Inc shares in Q1 2026, an estimated $853K.
  • Walmart Inc made up 0.58% of Berger Financial Group's portfolio in Q1 2026, its #37 holding.
  • Berger Financial Group first reported a position in Walmart Inc in Q4 2020 and has held it in 22 quarters since.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.