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Convergence Financial’s Walmart Inc WMT Stock Holding History

Convergence Financial’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 		$3.54M Buy
28,384
+12,307
+77% +$1.51M 0.38% 47
2025
Q4 		$1.79M Buy
16,077
+1,393
+9% +$150K 0.26% 62
2025
Q3 		$1.51M Buy
14,684
+1,220
+9% +$121K 0.23% 63
2025
Q2 		$1.32M Buy
13,464
+2,598
+24% +$248K 0.23% 64
2025
Q1 		$954K Buy
10,866
+1,485
+16% +$139K 0.19% 68
2024
Q4 		$848K Sell
9,381
-558
-6% -$48.4K 0.17% 65
2024
Q3 		$803K Sell
9,939
-206
-2% -$15.1K 0.17% 69
2024
Q2 		$687K Buy
10,145
+4,678
+86% +$295K 0.18% 71
2024
Q1 		$329K Sell
5,467
-422
-7% -$24.1K 0.14% 41
2023
Q4 		$309K Buy
+5,889
New +$312K 0.14% 31

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

Convergence Financial's WMT Position: Q1 2026 in Review

Convergence Financial increased its Walmart Inc (WMT) stake by 77% in Q1 2026, buying an estimated $1.51M and bringing the position to 28,384 shares worth $3.54M. The position accounts for 0.38% of the portfolio, ranked #47.

Convergence Financial first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Convergence Financial held 28,384 shares of Walmart Inc worth $3.54M as of Q1 2026.
  • Convergence Financial bought 12,307 Walmart Inc shares in Q1 2026, an estimated $1.51M.
  • Walmart Inc made up 0.38% of Convergence Financial's portfolio in Q1 2026, its #47 holding.
  • Convergence Financial first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.