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Chancellor Financial Group WB’s Walmart Inc WMT Stock Holding History

Chancellor Financial Group WB’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 		$622K Buy
5,009
+1
+0% +$123 0.44% 46
2025
Q4 		$558K Buy
5,008
+335
+7% +$36K 0.38% 53
2025
Q3 		$482K Hold
4,673
– – 0.34% 55
2025
Q2 		$457K Buy
4,673
+44
+1% +$4.19K 0.35% 57
2025
Q1 		$406K Buy
4,629
+205
+5% +$19.2K 0.34% 65
2024
Q4 		$400K Buy
+4,424
New +$384K 0.32% 63

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

Chancellor Financial Group WB's WMT Position: Q1 2026 in Review

Chancellor Financial Group WB increased its Walmart Inc (WMT) stake by 0.02% in Q1 2026, buying an estimated $123 and bringing the position to 5,009 shares worth $622K. The position accounts for 0.44% of the portfolio, ranked #46.

Chancellor Financial Group WB first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Chancellor Financial Group WB held 5,009 shares of Walmart Inc worth $622K as of Q1 2026.
  • Chancellor Financial Group WB bought 1 Walmart Inc share in Q1 2026, an estimated $123.
  • Walmart Inc made up 0.44% of Chancellor Financial Group WB's portfolio in Q1 2026, its #46 holding.
  • Chancellor Financial Group WB first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.