Commonwealth Retirement Investments’s Walmart Inc WMT Stock Holding History

Commonwealth Retirement Investments’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	$1.03M	Sell	8,319 -81	-1%	-$9.95K	0.32%	74
2025 Q4	$936K	Buy	8,400 +120	+1%	+$12.9K	0.3%	78
2025 Q3	$853K	Buy	8,280 +3	+0%	+$299	0.29%	77
2025 Q2	$809K	Buy	8,277 +8	+0.1%	+$762	0.31%	78
2025 Q1	$726K	Buy	8,269 +102	+1%	+$9.57K	0.3%	70
2024 Q4	$738K	Hold	8,167	–	–	0.3%	69
2024 Q3	$659K	Buy	8,167 +415	+5%	+$30.5K	0.28%	69
2024 Q2	$525K	Sell	7,752 -730	-9%	-$46K	0.24%	75
2024 Q1	$510K	Buy	8,482 +40	+0.5%	+$2.29K	0.24%	67
2023 Q4	$444K	Sell	8,442 -243	-3%	-$12.9K	0.24%	70
2023 Q3	$463K	Sell	8,685 -74,151	-90%	-$3.95M	0.27%	59
2023 Q2	$4.34M	Buy	82,836 +582	+0.7%	+$29.4K	2.42%	18
2023 Q1	$4.04M	Buy	82,254 +966	+1%	+$45.8K	2.4%	19
2022 Q4	$3.84M	Buy	+81,288	New	+$3.86M	2.33%	18

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

Commonwealth Retirement Investments's WMT Position: Q1 2026 in Review

Commonwealth Retirement Investments reduced its Walmart Inc (WMT) stake by 0.96% in Q1 2026, selling an estimated $9.95K and leaving 8,319 shares worth $1.03M. The position accounts for 0.32% of the portfolio, ranked #74.

Commonwealth Retirement Investments first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.34M in Q2 2023. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Commonwealth Retirement Investments held 8,319 shares of Walmart Inc worth $1.03M as of Q1 2026.
Commonwealth Retirement Investments sold 81 Walmart Inc shares in Q1 2026, an estimated $9.95K.
Walmart Inc made up 0.32% of Commonwealth Retirement Investments's portfolio in Q1 2026, its #74 holding.
Commonwealth Retirement Investments first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
Commonwealth Retirement Investments's Walmart Inc position peaked at $4.34M in Q2 2023.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.