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Cherry Tree Wealth Management’s Walmart Inc WMT Stock Holding History

Cherry Tree 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 		$416K Buy
3,346
+17
+0.5% +$2.09K 0.09% 105
2025
Q4 		$371K Sell
3,329
-72
-2% -$7.73K 0.08% 116
2025
Q3 		$351K Sell
3,401
-180
-5% -$17.9K 0.08% 116
2025
Q2 		$350K Sell
3,581
-90
-2% -$8.57K 0.08% 114
2025
Q1 		$322K Sell
3,671
-375
-9% -$35.2K 0.08% 123
2024
Q4 		$366K Hold
4,046
– – 0.09% 115
2024
Q3 		$327K Hold
4,046
– – 0.08% 130
2024
Q2 		$274K Buy
4,046
+11
+0.3% +$693 0.07% 138
2024
Q1 		$243K Buy
4,035
+60
+2% +$3.43K 0.06% 151
2023
Q4 		$209K Hold
3,975
– – 0.06% 149
2023
Q3 		$212K Hold
3,975
– – 0.06% 135
2023
Q2 		$208K Buy
+3,975
New +$201K 0.06% 139

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

Cherry Tree Wealth Management's WMT Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its Walmart Inc (WMT) stake by 0.51% in Q1 2026, buying an estimated $2.09K and bringing the position to 3,346 shares worth $416K. The position accounts for 0.09% of the portfolio, ranked #105.

Cherry Tree Wealth Management first reported a position in WMT in Q2 2023 and has held it in 12 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Cherry Tree Wealth Management held 3,346 shares of Walmart Inc worth $416K as of Q1 2026.
  • Cherry Tree Wealth Management bought 17 Walmart Inc shares in Q1 2026, an estimated $2.09K.
  • Walmart Inc made up 0.09% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #105 holding.
  • Cherry Tree Wealth Management first reported a position in Walmart Inc in Q2 2023 and has held it in 12 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.