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Cannon Financial Strategists’s Walmart Inc WMT Stock Holding History

Cannon Financial Strategists’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 		$943K Buy
7,590
+621
+9% +$76.2K 0.12% 52
2025
Q4 		$776K Hold
6,969
– – 0.11% 52
2025
Q3 		$718K Buy
6,969
+102
+1% +$10.2K 0.1% 55
2025
Q2 		$671K Hold
6,867
– – 0.11% 54
2025
Q1 		$603K Hold
6,867
– – 0.1% 56
2024
Q4 		$620K Hold
6,867
– – 0.11% 54
2024
Q3 		$555K Buy
6,867
+297
+5% +$21.8K 0.1% 60
2024
Q2 		$445K Hold
6,570
– – 0.08% 61
2024
Q1 		$395K Hold
6,570
– – 0.08% 64
2023
Q4 		$345K Sell
6,570
-138
-2% -$7.3K 0.07% 67
2023
Q3 		$358K Buy
6,708
+180
+3% +$9.58K 0.09% 62
2023
Q2 		$342K Buy
6,528
+90
+1% +$4.54K 0.09% 67
2023
Q1 		$316K Sell
6,438
-471
-7% -$22.4K 0.11% 58
2022
Q4 		$327K Hold
6,909
– – 0.12% 54
2022
Q3 		$299K Sell
6,909
-561
-8% -$24.6K 0.12% 57
2022
Q2 		$303K Buy
7,470
+300
+4% +$13.8K 0.12% 60
2022
Q1 		$356K Buy
7,170
+261
+4% +$12.3K 0.13% 52
2021
Q4 		$333K Sell
6,909
-750
-10% -$35.8K 0.12% 53
2021
Q3 		$356K Buy
7,659
+750
+11% +$36.1K 0.14% 49
2021
Q2 		$325K Buy
6,909
+315
+5% +$14.7K 0.13% 47
2021
Q1 		$299K Buy
6,594
+156
+2% +$7.23K 0.13% 49
2020
Q4 		$309K Sell
6,438
-168
-3% -$8.16K 0.15% 45
2020
Q3 		$308K Buy
6,606
+168
+3% +$7.47K 0.17% 44
2020
Q2 		$257K Sell
6,438
-2,790
-30% -$115K 0.16% 47
2020
Q1 		$349K Sell
9,228
-39
-0.4% -$1.5K 0.26% 36
2019
Q4 		$367K Sell
9,267
-204
-2% -$8.1K 0.24% 36
2019
Q3 		$375K Buy
+9,471
New +$357K 0.29% 34

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

Cannon Financial Strategists's WMT Position: Q1 2026 in Review

Cannon Financial Strategists increased its Walmart Inc (WMT) stake by 8.9% in Q1 2026, buying an estimated $76.2K and bringing the position to 7,590 shares worth $943K. The position accounts for 0.12% of the portfolio, ranked #52.

Cannon Financial Strategists first reported a position in WMT in Q3 2019 and has held it in 27 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Cannon Financial Strategists held 7,590 shares of Walmart Inc worth $943K as of Q1 2026.
  • Cannon Financial Strategists bought 621 Walmart Inc shares in Q1 2026, an estimated $76.2K.
  • Walmart Inc made up 0.12% of Cannon Financial Strategists's portfolio in Q1 2026, its #52 holding.
  • Cannon Financial Strategists first reported a position in Walmart Inc in Q3 2019 and has held it in 27 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Cannon Financial Strategists's 13F filing for Q1 2026, filed 12 May 2026.