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Campbell Deegan Wealth Management’s Walmart Inc WMT Stock Holding History

Campbell Deegan 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 		$219K Buy
+1,760
New +$216K 0.18% 44
2025
Q4 		– Sell
-1,952
Closed -$201K – 47
2025
Q3 		$201K Sell
1,952
-670
-26% -$66.7K 0.18% 42
2025
Q2 		$256K Buy
+2,622
New +$250K 0.25% 35

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

Campbell Deegan Wealth Management's WMT Position: Q1 2026 in Review

Campbell Deegan Wealth Management opened a new position in Walmart Inc (WMT) in Q1 2026: 1,760 shares worth $219K. The stake represents 0.18% of the portfolio and ranks #44 among its holdings. This is a return to the name: Campbell Deegan Wealth Management previously reported a position in WMT as recently as Q3 2025.

Campbell Deegan Wealth Management first reported a position in WMT in Q2 2025 and has held it in 3 quarters since. The position peaked at $256K in Q2 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Campbell Deegan Wealth Management held 1,760 shares of Walmart Inc worth $219K as of Q1 2026.
  • Walmart Inc was a new Campbell Deegan Wealth Management position in Q1 2026.
  • Walmart Inc made up 0.18% of Campbell Deegan Wealth Management's portfolio in Q1 2026, its #44 holding.
  • Campbell Deegan Wealth Management first reported a position in Walmart Inc in Q2 2025 and has held it in 3 quarters since.
  • Campbell Deegan Wealth Management's Walmart Inc position peaked at $256K in Q2 2025.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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