Boomfish Wealth Group’s Walmart Inc WMT Stock Holding History

Boomfish 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	$443K	Buy	3,569 +140	+4%	+$17.2K	0.24%	71
2025 Q4	$382K	Sell	3,429 -272	-7%	-$29.2K	0.2%	74
2025 Q3	$381K	Buy	3,701 +99	+3%	+$9.86K	0.21%	74
2025 Q2	$352K	Buy	3,602 +100	+3%	+$9.53K	0.2%	77
2025 Q1	$307K	Sell	3,502 -415	-11%	-$38.9K	0.2%	73
2024 Q4	$354K	Sell	3,917 -116	-3%	-$10.1K	0.21%	78
2024 Q3	$326K	Sell	4,033 -18,132	-82%	-$1.33M	0.2%	78
2024 Q2	$1.5M	Buy	22,165 +458	+2%	+$28.8K	0.97%	41
2024 Q1	$1.31M	Buy	21,707 +110	+0.5%	+$6.29K	0.88%	57
2023 Q4	$1.13M	Buy	+21,597	New	+$1.14M	0.82%	63

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

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

Boomfish Wealth Group increased its Walmart Inc (WMT) stake by 4.1% in Q1 2026, buying an estimated $17.2K and bringing the position to 3,569 shares worth $443K. The position accounts for 0.24% of the portfolio, ranked #71.

Boomfish Wealth Group first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.5M in Q2 2024. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Boomfish Wealth Group held 3,569 shares of Walmart Inc worth $443K as of Q1 2026.
Boomfish Wealth Group bought 140 Walmart Inc shares in Q1 2026, an estimated $17.2K.
Walmart Inc made up 0.24% of Boomfish Wealth Group's portfolio in Q1 2026, its #71 holding.
Boomfish Wealth Group first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
Boomfish Wealth Group's Walmart Inc position peaked at $1.5M in Q2 2024.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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