Darden Wealth Group’s Walmart Inc WMT Stock Holding History

Darden 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	$720K	Hold	5,795	–	–	0.37%	62
2025 Q4	$646K	Buy	5,795 +210	+4%	+$22.5K	0.31%	64
2025 Q3	$576K	Sell	5,585 -225	-4%	-$22.4K	0.3%	72
2025 Q2	$568K	Hold	5,810	–	–	0.34%	65
2025 Q1	$510K	Buy	5,810 +275	+5%	+$25.8K	0.4%	57
2024 Q4	$500K	Buy	5,535 +750	+16%	+$65.1K	0.34%	61
2024 Q3	$386K	Buy	4,785 +43	+0.9%	+$3.16K	0.28%	68
2024 Q2	$321K	Buy	4,742 +1,087	+30%	+$68.5K	0.19%	77
2024 Q1	$220K	Buy	+3,655	New	+$209K	0.17%	99

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

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

Darden Wealth Group held its Walmart Inc (WMT) position steady in Q1 2026 at 5,795 shares worth $720K. The position accounts for 0.37% of the portfolio, ranked #62.

Darden Wealth Group first reported a position in WMT in Q1 2024 and has held it in 9 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Darden Wealth Group held 5,795 shares of Walmart Inc worth $720K as of Q1 2026.
Darden Wealth Group left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up 0.37% of Darden Wealth Group's portfolio in Q1 2026, its #62 holding.
Darden Wealth Group first reported a position in Walmart Inc in Q1 2024 and has held it in 9 quarters since.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Darden Wealth Group's 13F filing for Q1 2026, filed 8 May 2026.