Cranbrook Wealth Management’s Walmart Inc WMT Stock Holding History

Cranbrook Wealth Management’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	$309K	Buy	2,490 +1	+0%	+$123	0.06%	105
2025 Q4	$277K	Hold	2,489	–	–	0.05%	109
2025 Q3	$257K	Sell	2,489 -86	-3%	-$8.56K	0.05%	110
2025 Q2	$252K	Buy	2,575 +87	+3%	+$8.29K	0.05%	106
2025 Q1	$218K	Buy	2,488 +87	+4%	+$8.16K	0.05%	105
2024 Q4	$217K	Hold	2,401	–	–	0.05%	104
2024 Q3	$194K	Buy	2,401 +24	+1%	+$1.76K	0.04%	113
2024 Q2	$161K	Buy	2,377 +1	+0%	+$63	0.04%	118
2024 Q1	$143K	Hold	2,376	–	–	0.04%	107
2023 Q4	$125K	Hold	2,376	–	–	0.03%	113
2023 Q3	$127K	Buy	2,376 +3	+0.1%	+$160	0.04%	103
2023 Q2	$124K	Hold	2,373	–	–	0.03%	108
2023 Q1	$117K	Hold	2,373	–	–	0.03%	112
2022 Q4	$112K	Hold	2,373	–	–	0.03%	117
2022 Q3	$103K	Hold	2,373	–	–	0.03%	123
2022 Q2	$96K	Buy	2,373 +3	+0.1%	+$138	0.02%	127
2022 Q1	$118K	Buy	2,370 +225	+10%	+$10.6K	0.03%	129
2021 Q4	$103K	Hold	2,145	–	–	0.02%	128
2021 Q3	$100K	Buy	2,145 +225	+12%	+$10.8K	0.02%	133
2021 Q2	$90K	Sell	1,920 -222	-10%	-$10.3K	0.02%	138
2021 Q1	$97K	Buy	2,142 +225	+12%	+$10.4K	0.02%	133
2020 Q4	$92K	Hold	1,917	–	–	0.02%	130
2020 Q3	$89K	Hold	1,917	–	–	0.03%	118
2020 Q2	$77K	Buy	1,917 +3	+0.2%	+$123	0.02%	120
2020 Q1	$73K	Hold	1,914	–	–	0.02%	118
2019 Q4	$76K	Sell	1,914 -24	-1%	-$953	0.02%	119
2019 Q3	$77K	Buy	1,938 +417	+27%	+$15.7K	0.02%	118
2019 Q2	$56K	Hold	1,521	–	–	0.02%	126
2019 Q1	$49K	Hold	1,521	–	–	0.02%	130
2018 Q4	$47K	Hold	1,521	–	–	0.02%	123
2018 Q3	$48K	Hold	1,521	–	–	0.02%	121
2018 Q2	$43K	Hold	1,521	–	–	0.02%	127
2018 Q1	$45K	Hold	1,521	–	–	0.02%	123
2017 Q4	$50K	Hold	1,521	–	–	0.02%	119
2017 Q3	$40K	Hold	1,521	–	–	0.02%	126
2017 Q2	$38K	Hold	1,521	–	–	0.02%	129
2017 Q1	$37K	Hold	1,521	–	–	0.02%	119
2016 Q4	$35K	Hold	1,521	–	–	0.02%	126
2016 Q3	$37K	Hold	1,521	–	–	0.02%	115
2016 Q2	$37K	Hold	1,521	–	–	0.02%	107
2016 Q1	$35K	Hold	1,521	–	–	0.02%	113
2015 Q4	$31K	Hold	1,521	–	–	0.02%	118
2015 Q3	$33K	Hold	1,521	–	–	0.02%	117
2015 Q2	$36K	Hold	1,521	–	–	0.02%	119
2015 Q1	$42K	Hold	1,521	–	–	0.02%	110
2014 Q4	$44K	Hold	1,521	–	–	0.03%	110
2014 Q3	$39K	Hold	1,521	–	–	0.03%	90
2014 Q2	$38K	Hold	1,521	–	–	0.03%	94
2014 Q1	$39K	Sell	1,521 -1,521	-50%	-$38.2K	0.03%	91
2013 Q4	$80K	Buy	+3,042	New	+$78.6K	0.05%	90

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

Cranbrook Wealth Management's WMT Position: Q1 2026 in Review

Cranbrook Wealth Management increased its Walmart Inc (WMT) stake by 0.04% in Q1 2026, buying an estimated $123 and bringing the position to 2,490 shares worth $309K. The position accounts for 0.06% of the portfolio, ranked #105.

Cranbrook Wealth Management first reported a position in WMT in Q4 2013 and has held it in 50 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Cranbrook Wealth Management held 2,490 shares of Walmart Inc worth $309K as of Q1 2026.
Cranbrook Wealth Management bought 1 Walmart Inc share in Q1 2026, an estimated $123.
Walmart Inc made up 0.06% of Cranbrook Wealth Management's portfolio in Q1 2026, its #105 holding.
Cranbrook Wealth Management first reported a position in Walmart Inc in Q4 2013 and has held it in 50 quarters since.
4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.