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Consilium Wealth Advisory’s Walmart Inc WMT Stock Holding History

Consilium Wealth Advisory’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 		$3.21M Buy
25,829
+3,492
+16% +$429K 1.09% 23
2025
Q4 		$2.49M Buy
22,337
+474
+2% +$50.9K 0.92% 26
2025
Q3 		$2.25M Sell
21,863
-354
-2% -$35.2K 0.87% 26
2025
Q2 		$2.17M Sell
22,217
-1,104
-5% -$105K 0.92% 25
2025
Q1 		$2.05M Buy
23,321
+11
+0% +$1.03K 1.03% 26
2024
Q4 		$2.11M Buy
23,310
+492
+2% +$42.7K 1% 26
2024
Q3 		$1.84M Buy
22,818
+13,948
+157% +$1.02M 1.01% 23
2024
Q2 		$601K Sell
8,870
-332
-4% -$20.9K 0.33% 52
2024
Q1 		$554K Buy
9,202
+1,234
+15% +$70.6K 0.31% 53
2023
Q4 		$419K Buy
7,968
+831
+12% +$44K 0.25% 63
2023
Q3 		$380K Buy
+7,137
New +$380K 0.27% 61

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

Consilium Wealth Advisory's WMT Position: Q1 2026 in Review

Consilium Wealth Advisory increased its Walmart Inc (WMT) stake by 16% in Q1 2026, buying an estimated $429K and bringing the position to 25,829 shares worth $3.21M. The position accounts for 1.09% of the portfolio, ranked #23.

Consilium Wealth Advisory first reported a position in WMT in Q3 2023 and has held it in 11 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Consilium Wealth Advisory held 25,829 shares of Walmart Inc worth $3.21M as of Q1 2026.
  • Consilium Wealth Advisory bought 3,492 Walmart Inc shares in Q1 2026, an estimated $429K.
  • Walmart Inc made up 1.09% of Consilium Wealth Advisory's portfolio in Q1 2026, its #23 holding.
  • Consilium Wealth Advisory first reported a position in Walmart Inc in Q3 2023 and has held it in 11 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.