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Cornerstone Wealth Group’s Walmart Inc WMT Stock Holding History

Cornerstone Wealth 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 		$8.64M Sell
66,675
-3,761
-5% -$462K 0.55% 46
2025
Q4 		$7.85M Buy
70,436
+1,549
+2% +$166K 0.54% 54
2025
Q3 		$7.1M Buy
68,887
+1,449
+2% +$144K 0.48% 57
2025
Q2 		$6.59M Buy
67,438
+2,604
+4% +$248K 0.49% 54
2025
Q1 		$5.69M Buy
64,834
+3,627
+6% +$340K 0.47% 64
2024
Q4 		$5.53M Sell
61,207
-37,951
-38% -$3.29M 0.45% 55
2024
Q3 		$8.01M Sell
99,158
-1,605
-2% -$118K 0.66% 36
2024
Q2 		$6.82M Buy
100,763
+435
+0.4% +$27.4K 0.61% 40
2024
Q1 		$6.04M Buy
100,328
+5,096
+5% +$292K 0.56% 49
2023
Q4 		$5M Sell
95,232
-10,107
-10% -$535K 0.72% 37
2023
Q3 		$5.62M Sell
105,339
-4,767
-4% -$254K 1% 23
2023
Q2 		$5.77M Sell
110,106
-1,827
-2% -$92.2K 1.05% 23
2023
Q1 		$5.5M Sell
111,933
-2,454
-2% -$116K 0.98% 27
2022
Q4 		$5.41M Sell
114,387
-222
-0.2% -$10.5K 1.02% 29
2022
Q3 		$4.96M Buy
114,609
+3,546
+3% +$155K 1.09% 30
2022
Q2 		$4.5M Buy
111,063
+9,348
+9% +$431K 0.94% 39
2022
Q1 		$5.05M Buy
101,715
+16,848
+20% +$791K 0.93% 29
2021
Q4 		$4.09M Sell
84,867
-96,048
-53% -$4.59M 0.7% 45
2021
Q3 		$8.4M Buy
180,915
+165,096
+1,044% +$7.95M 1.48% 13
2021
Q2 		$745K Sell
15,819
-225
-1% -$10.5K 0.15% 98
2021
Q1 		$755K Sell
16,044
-127,962
-89% -$5.93M 0.15% 107
2020
Q4 		$6.92M Sell
144,006
-3,621
-2% -$176K 1.7% 10
2020
Q3 		$6.88M Sell
147,627
-22,059
-13% -$981K 1.88% 8
2020
Q2 		$6.78M Buy
169,686
+14,991
+10% +$617K 1.7% 9
2020
Q1 		$5.86M Buy
154,695
+72,912
+89% +$2.8M 2.07% 10
2019
Q4 		$3.24M Sell
81,783
-16,308
-17% -$648K 0.88% 35
2019
Q3 		$3.88M Buy
98,091
+69,444
+242% +$2.62M 0.97% 26
2019
Q2 		$1.05M Buy
28,647
+9,351
+48% +$322K 0.28% 94
2019
Q1 		$627K Buy
+19,296
New +$626K 0.16% 109

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

Cornerstone Wealth Group's WMT Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its Walmart Inc (WMT) stake by 5.3% in Q1 2026, selling an estimated $462K and leaving 66,675 shares worth $8.64M. The position accounts for 0.55% of the portfolio, ranked #46.

Cornerstone Wealth Group first reported a position in WMT in Q1 2019 and has held it in 29 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Cornerstone Wealth Group held 66,675 shares of Walmart Inc worth $8.64M as of Q1 2026.
  • Cornerstone Wealth Group sold 3,761 Walmart Inc shares in Q1 2026, an estimated $462K.
  • Walmart Inc made up 0.55% of Cornerstone Wealth Group's portfolio in Q1 2026, its #46 holding.
  • Cornerstone Wealth Group first reported a position in Walmart Inc in Q1 2019 and has held it in 29 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.