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Berkshire Money Management’s Walmart Inc WMT Stock Holding History

Berkshire Money 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
-2,323
Closed -$259K – 132
2025
Q4 		$259K Buy
+2,323
New +$249K 0.02% 105
2025
Q3 		– Sell
-2,210
Closed -$216K – 148
2025
Q2 		$216K Sell
2,210
-748
-25% -$71.3K 0.02% 95
2025
Q1 		$260K Buy
+2,958
New +$277K 0.03% 81

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

Berkshire Money Management's WMT Position: Q1 2026 in Review

Berkshire Money Management sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 2,323 shares — an estimated $259K sold.

Berkshire Money Management first reported a position in WMT in Q1 2025 and held it in 3 quarters. The position peaked at $260K in Q1 2025. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Berkshire Money Management reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
  • Berkshire Money Management sold 2,323 Walmart Inc shares in Q1 2026, an estimated $259K.
  • Berkshire Money Management first reported a position in Walmart Inc in Q1 2025 and held it in 3 quarters.
  • Berkshire Money Management's Walmart Inc position peaked at $260K in Q1 2025.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.