Berry Wealth Group’s Walmart Inc WMT Stock Holding History

Berry Wealth 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	$793K	Sell	6,379 -742	-10%	-$91.1K	2.96%	9
2025 Q4	$793K	Sell	7,121 -1,044	-13%	-$112K	2.79%	10
2025 Q3	$841K	Sell	8,165 -50,359	-86%	-$5.01M	2.75%	10
2025 Q2	$5.72M	Buy	58,524 +36	+0.1%	+$3.43K	4%	7
2025 Q1	$5.13M	Sell	58,488 -2,069	-3%	-$194K	4.02%	7
2024 Q4	$5.47M	Sell	60,557 -2,194	-3%	-$190K	3.95%	7
2024 Q3	$5.07M	Buy	62,751 +889	+1%	+$65.3K	3.63%	7
2024 Q2	$4.19M	Sell	61,862 -143	-0.2%	-$9.01K	3.35%	11
2024 Q1	$3.73M	Sell	62,005 -8,855	-12%	-$507K	3.1%	12
2023 Q4	$3.72M	Buy	+70,860	New	+$3.75M	3.43%	12

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

Berry Wealth Group's WMT Position: Q1 2026 in Review

Berry Wealth Group reduced its Walmart Inc (WMT) stake by 10% in Q1 2026, selling an estimated $91.1K and leaving 6,379 shares worth $793K. The position accounts for 2.96% of the portfolio, ranked #9.

Berry Wealth Group first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.72M in Q2 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Berry Wealth Group held 6,379 shares of Walmart Inc worth $793K as of Q1 2026.
Berry Wealth Group sold 742 Walmart Inc shares in Q1 2026, an estimated $91.1K.
Walmart Inc made up 2.96% of Berry Wealth Group's portfolio in Q1 2026, its #9 holding.
Berry Wealth Group first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
Berry Wealth Group's Walmart Inc position peaked at $5.72M in Q2 2025.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Berry Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.