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Byrne Financial Freedom’s Walmart Inc WMT Stock Holding History

Byrne Financial Freedom’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 		$7.48M Sell
60,178
-2,103
-3% -$258K 3.58% 6
2025
Q4 		$6.94M Buy
62,281
+496
+0.8% +$53.3K 3.18% 10
2025
Q3 		$6.37M Buy
61,785
+755
+1% +$75.2K 3.17% 10
2025
Q2 		$5.97M Buy
61,030
+1,440
+2% +$137K 2.98% 12
2025
Q1 		$5.23M Sell
59,590
-380
-0.6% -$35.6K 2.97% 11
2024
Q4 		$5.42M Buy
+59,970
New +$5.2M 2.41% 15

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

Byrne Financial Freedom's WMT Position: Q1 2026 in Review

Byrne Financial Freedom reduced its Walmart Inc (WMT) stake by 3.4% in Q1 2026, selling an estimated $258K and leaving 60,178 shares worth $7.48M. The position accounts for 3.58% of the portfolio, ranked #6.

Byrne Financial Freedom first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Byrne Financial Freedom held 60,178 shares of Walmart Inc worth $7.48M as of Q1 2026.
  • Byrne Financial Freedom sold 2,103 Walmart Inc shares in Q1 2026, an estimated $258K.
  • Walmart Inc made up 3.58% of Byrne Financial Freedom's portfolio in Q1 2026, its #6 holding.
  • Byrne Financial Freedom first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Byrne Financial Freedom's 13F filing for Q1 2026, filed 27 Apr 2026.