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Blossom Wealth Management’s Walmart Inc WMT Stock Holding History

Blossom 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 		$688K Sell
5,534
-440
-7% -$54K 1.02% 29
2025
Q4 		$666K Sell
5,974
-275
-4% -$29.5K 1.1% 27
2025
Q3 		$644K Buy
6,249
+35
+0.6% +$3.48K 1.04% 29
2025
Q2 		$608K Buy
6,214
+10
+0.2% +$953 1.08% 28
2025
Q1 		$545K Sell
6,204
-995
-14% -$93.3K 1.1% 28
2024
Q4 		$650K Buy
7,199
+319
+5% +$27.7K 1.25% 23
2024
Q3 		$556K Sell
6,880
-150
-2% -$11K 1.12% 28
2024
Q2 		$476K Sell
7,030
-125
-2% -$7.87K 1.04% 30
2024
Q1 		$430K Buy
7,155
+15
+0.2% +$858 1.04% 31
2023
Q4 		$375K Sell
7,140
-165
-2% -$8.73K 1.01% 38
2023
Q3 		$389K Buy
7,305
+66
+0.9% +$3.51K 1.25% 30
2023
Q2 		$379K Buy
7,239
+315
+5% +$15.9K 1.39% 28
2023
Q1 		$340K Buy
6,924
+1,470
+27% +$69.8K 1.38% 30
2022
Q4 		$258K Buy
5,454
+120
+2% +$5.7K 1.24% 35
2022
Q3 		$231K Buy
5,334
+300
+6% +$13.1K 1.3% 35
2022
Q2 		$204K Buy
5,034
+180
+4% +$8.3K 1.03% 42
2022
Q1 		$241K Buy
4,854
+495
+11% +$23.2K 1.09% 40
2021
Q4 		$210K Buy
+4,359
New +$208K 1.03% 41

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

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

Blossom Wealth Management reduced its Walmart Inc (WMT) stake by 7.4% in Q1 2026, selling an estimated $54K and leaving 5,534 shares worth $688K. The position accounts for 1.02% of the portfolio, ranked #29.

Blossom Wealth Management first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Blossom Wealth Management held 5,534 shares of Walmart Inc worth $688K as of Q1 2026.
  • Blossom Wealth Management sold 440 Walmart Inc shares in Q1 2026, an estimated $54K.
  • Walmart Inc made up 1.02% of Blossom Wealth Management's portfolio in Q1 2026, its #29 holding.
  • Blossom Wealth Management first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Blossom Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.