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Buck Wealth Strategies’s Walmart Inc WMT Stock Holding History

Buck Wealth Strategies’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 		$14M Sell
112,799
-10,034
-8% -$1.23M 1.73% 18
2025
Q4 		$13.7M Buy
122,833
+4,477
+4% +$481K 1.74% 17
2025
Q3 		$12.2M Buy
118,356
+1,690
+1% +$168K 1.67% 16
2025
Q2 		$11.4M Buy
116,666
+11,446
+11% +$1.09M 1.74% 17
2025
Q1 		$9.24M Sell
105,220
-209
-0.2% -$19.6K 1.68% 26
2024
Q4 		$9.53M Buy
105,429
+9,547
+10% +$828K 1.98% 20
2024
Q3 		$7.74M Sell
95,882
-14,003
-13% -$1.03M 2.44% 14
2024
Q2 		$7.44M Buy
+109,885
New +$6.92M 2.2% 18
2024
Q1 		– Sell
-108,348
Closed -$5.69M – 105
2023
Q4 		$5.69M Sell
108,348
-1,986
-2% -$105K 2.11% 28
2023
Q3 		$5.88M Sell
110,334
-2,814
-2% -$150K 2.37% 13
2023
Q2 		$5.93M Buy
113,148
+6,462
+6% +$326K 2.57% 10
2023
Q1 		$5.24M Buy
+106,686
New +$5.06M 2.56% 12
2022
Q3 		$5.42M Buy
+101,691
New +$4.45M 2.54% 13

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

Buck Wealth Strategies's WMT Position: Q1 2026 in Review

Buck Wealth Strategies reduced its Walmart Inc (WMT) stake by 8.2% in Q1 2026, selling an estimated $1.23M and leaving 112,799 shares worth $14M. The position accounts for 1.73% of the portfolio, ranked #18.

Buck Wealth Strategies first reported a position in WMT in Q3 2022 and has held it in 13 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Buck Wealth Strategies held 112,799 shares of Walmart Inc worth $14M as of Q1 2026.
  • Buck Wealth Strategies sold 10,034 Walmart Inc shares in Q1 2026, an estimated $1.23M.
  • Walmart Inc made up 1.73% of Buck Wealth Strategies's portfolio in Q1 2026, its #18 holding.
  • Buck Wealth Strategies first reported a position in Walmart Inc in Q3 2022 and has held it in 13 quarters since.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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