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Compton Wealth Advisory Group’s Walmart Inc WMT Stock Holding History

Compton Wealth Advisory 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 		$3.74M Buy
30,013
+241
+0.8% +$29.6K 0.83% 26
2025
Q4 		$3.32M Sell
29,772
-2,560
-8% -$275K 0.72% 29
2025
Q3 		$3.33M Buy
32,332
+133
+0.4% +$13.2K 0.77% 27
2025
Q2 		$3.15M Buy
32,199
+982
+3% +$93.6K 0.8% 28
2025
Q1 		$2.74M Sell
31,217
-1,532
-5% -$144K 0.76% 28
2024
Q4 		$2.96M Buy
32,749
+970
+3% +$84.2K 0.76% 30
2024
Q3 		$2.57M Buy
31,779
+1,081
+4% +$79.4K 0.65% 33
2024
Q2 		$2.08M Buy
30,698
+284
+0.9% +$17.9K 0.55% 38
2024
Q1 		$1.83M Buy
30,414
+1,098
+4% +$62.8K 0.5% 43
2023
Q4 		$1.54M Buy
29,316
+5,271
+22% +$279K 0.48% 41
2023
Q3 		$1.28M Buy
24,045
+1,410
+6% +$75K 0.44% 43
2023
Q2 		$1.19M Sell
22,635
-606
-3% -$30.6K 0.4% 49
2023
Q1 		$1.14M Buy
23,241
+5,019
+28% +$238K 0.39% 50
2022
Q4 		$861K Sell
18,222
-423
-2% -$20.1K 0.34% 58
2022
Q3 		$806K Buy
18,645
+3,624
+24% +$159K 0.34% 59
2022
Q2 		$609K Buy
15,021
+1,524
+11% +$70.3K 0.26% 67
2022
Q1 		$670K Buy
13,497
+618
+5% +$29K 0.26% 67
2021
Q4 		$621K Buy
12,879
+231
+2% +$11K 0.27% 59
2021
Q3 		$588K Sell
12,648
-624
-5% -$30.1K 0.28% 59
2021
Q2 		$624K Buy
13,272
+96
+0.7% +$4.47K 0.29% 57
2021
Q1 		$597K Buy
13,176
+315
+2% +$14.6K 0.34% 54
2020
Q4 		$618K Sell
12,861
-4,887
-28% -$237K 0.39% 44
2020
Q3 		$828K Buy
17,748
+3
+0% +$133 0.62% 42
2020
Q2 		$708K Sell
17,745
-3,690
-17% -$152K 0.75% 40
2020
Q1 		$812K Sell
21,435
-2,490
-10% -$95.8K 1.05% 33
2019
Q4 		$948K Sell
23,925
-180
-0.7% -$7.15K 0.84% 39
2019
Q3 		$954K Buy
24,105
+12,402
+106% +$468K 0.52% 39
2019
Q2 		$431K Hold
11,703
– – 0.22% 52
2019
Q1 		$380K Buy
11,703
+3
+0% +$97 0.2% 58
2018
Q4 		$363K Buy
+11,700
New +$375K 0.19% 59

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

Compton Wealth Advisory Group's WMT Position: Q1 2026 in Review

Compton Wealth Advisory Group increased its Walmart Inc (WMT) stake by 0.81% in Q1 2026, buying an estimated $29.6K and bringing the position to 30,013 shares worth $3.74M. The position accounts for 0.83% of the portfolio, ranked #26.

Compton Wealth Advisory Group first reported a position in WMT in Q4 2018 and has held it in 30 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Compton Wealth Advisory Group held 30,013 shares of Walmart Inc worth $3.74M as of Q1 2026.
  • Compton Wealth Advisory Group bought 241 Walmart Inc shares in Q1 2026, an estimated $29.6K.
  • Walmart Inc made up 0.83% of Compton Wealth Advisory Group's portfolio in Q1 2026, its #26 holding.
  • Compton Wealth Advisory Group first reported a position in Walmart Inc in Q4 2018 and has held it in 30 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q1 2026, filed 14 Apr 2026.