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CarsonAllaria Wealth Management’s Walmart Inc WMT Stock Holding History

CarsonAllaria 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 		$572K Buy
4,603
+4
+0.1% +$491 0.28% 36
2025
Q4 		$512K Buy
4,599
+11
+0.2% +$1.18K 0.25% 36
2025
Q3 		$473K Buy
4,588
+4
+0.1% +$398 0.25% 39
2025
Q2 		$448K Buy
4,584
+42
+0.9% +$4K 0.24% 38
2025
Q1 		$399K Buy
4,542
+4
+0.1% +$375 0.23% 41
2024
Q4 		$410K Sell
4,538
-37
-0.8% -$3.21K 0.23% 40
2024
Q3 		$369K Buy
4,575
+9
+0.2% +$661 0.21% 41
2024
Q2 		$309K Buy
4,566
+511
+13% +$32.2K 0.19% 46
2024
Q1 		$244K Buy
4,055
+1,088
+37% +$62.3K 0.15% 59
2023
Q4 		$156K Sell
2,967
-267
-8% -$14.1K 0.11% 72
2023
Q3 		$172K Hold
3,234
– – 0.14% 68
2023
Q2 		$170K Buy
3,234
+15
+0.5% +$757 0.13% 74
2023
Q1 		$158K Sell
3,219
-3
-0.1% -$142 0.13% 73
2022
Q4 		$152K Buy
3,222
+438
+16% +$20.8K 0.13% 72
2022
Q3 		$120K Buy
2,784
+15
+0.5% +$657 0.11% 83
2022
Q2 		$112K Buy
2,769
+18
+0.7% +$830 0.1% 87
2022
Q1 		$137K Buy
2,751
+525
+24% +$24.6K 0.12% 79
2021
Q4 		$107K Buy
+2,226
New +$106K 0.09% 88

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

CarsonAllaria Wealth Management's WMT Position: Q1 2026 in Review

CarsonAllaria Wealth Management increased its Walmart Inc (WMT) stake by 0.09% in Q1 2026, buying an estimated $491 and bringing the position to 4,603 shares worth $572K. The position accounts for 0.28% of the portfolio, ranked #36.

CarsonAllaria Wealth Management first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • CarsonAllaria Wealth Management held 4,603 shares of Walmart Inc worth $572K as of Q1 2026.
  • CarsonAllaria Wealth Management bought 4 Walmart Inc shares in Q1 2026, an estimated $491.
  • Walmart Inc made up 0.28% of CarsonAllaria Wealth Management's portfolio in Q1 2026, its #36 holding.
  • CarsonAllaria Wealth Management first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.