Carr Financial Group’s Walmart Inc WMT Stock Holding History

Carr Financial 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	–	Sell	-500	Closed	-$55.7K	–	200
2025 Q4	$55.7K	Buy	+500	New	+$53.7K	0.01%	183

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

Carr Financial Group's WMT Position: Q1 2026 in Review

Carr Financial Group reduced its Walmart Inc (WMT) stake by 7.4% in Q1 2026, selling an estimated $133K and leaving 13,674 shares worth $1.7M. The position accounts for 0.45% of the portfolio, ranked #44.

Carr Financial Group first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Carr Financial Group held 13,674 shares of Walmart Inc worth $1.7M as of Q1 2026.
Carr Financial Group sold 1,087 Walmart Inc shares in Q1 2026, an estimated $133K.
Walmart Inc made up 0.45% of Carr Financial Group's portfolio in Q1 2026, its #44 holding.
Carr Financial Group first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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