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Birchcreek Wealth Management’s Walmart Inc WMT Stock Holding History

Birchcreek 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 		$582K Hold
4,682
– – 0.28% 63
2025
Q4 		$522K Sell
4,682
-437
-9% -$46.9K 0.26% 63
2025
Q3 		$528K Hold
5,119
– – 0.27% 61
2025
Q2 		$501K Sell
5,119
-20
-0.4% -$1.91K 0.28% 64
2025
Q1 		$451K Buy
5,139
+20
+0.4% +$1.88K 0.28% 63
2024
Q4 		$463K Hold
5,119
– – 0.29% 71
2024
Q3 		$413K Hold
5,119
– – 0.27% 74
2024
Q2 		$347K Sell
5,119
-2
-0% -$126 0.2% 102
2024
Q1 		$308K Sell
5,121
-195
-4% -$11.2K 0.16% 115
2023
Q4 		$279K Sell
5,316
-18
-0.3% -$952 0.17% 107
2023
Q3 		$284K Buy
5,334
+204
+4% +$10.9K 0.19% 108
2023
Q2 		$269K Sell
5,130
-318
-6% -$16K 0.19% 111
2023
Q1 		$268K Buy
5,448
+510
+10% +$24.2K 0.21% 107
2022
Q4 		$233K Buy
4,938
+117
+2% +$5.56K 0.21% 113
2022
Q3 		$208K Sell
4,821
-168
-3% -$7.36K 0.19% 113
2022
Q2 		$202K Buy
+4,989
New +$230K 0.18% 113
2021
Q1 		– Sell
-4,338
Closed -$208K – 301
2020
Q4 		$208K Buy
+4,338
New +$211K 0.2% 96

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

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

Birchcreek Wealth Management held its Walmart Inc (WMT) position steady in Q1 2026 at 4,682 shares worth $582K. The position accounts for 0.28% of the portfolio, ranked #63.

Birchcreek Wealth Management first reported a position in WMT in Q4 2020 and has held it in 17 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Birchcreek Wealth Management held 4,682 shares of Walmart Inc worth $582K as of Q1 2026.
  • Birchcreek Wealth Management left its Walmart Inc share count unchanged in Q1 2026.
  • Walmart Inc made up 0.28% of Birchcreek Wealth Management's portfolio in Q1 2026, its #63 holding.
  • Birchcreek Wealth Management first reported a position in Walmart Inc in Q4 2020 and has held it in 17 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.