Denver PWM’s Walmart Inc WMT Stock Holding History

Denver PWM’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	$464K	Buy	3,561 +644	+22%	+$79.1K	0.16%	59
2025 Q4	$285K	Hold	2,917	–	–	0.1%	67
2025 Q3	$285K	Hold	2,917	–	–	0.09%	69
2025 Q2	$285K	Buy	2,917 +6	+0.2%	+$572	0.09%	69
2025 Q1	$256K	Buy	2,911 +112	+4%	+$10.5K	0.09%	58
2024 Q4	$253K	Sell	2,799 -244	-8%	-$21.2K	0.1%	50
2024 Q3	$246K	Buy	3,043 +294	+11%	+$21.6K	0.09%	57
2024 Q2	$186K	Buy	+2,749	New	+$173K	0.07%	61

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

Denver PWM's WMT Position: Q1 2026 in Review

Denver PWM increased its Walmart Inc (WMT) stake by 22% in Q1 2026, buying an estimated $79.1K and bringing the position to 3,561 shares worth $464K. The position accounts for 0.16% of the portfolio, ranked #59.

Denver PWM first reported a position in WMT in Q2 2024 and has held it in 8 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Denver PWM held 3,561 shares of Walmart Inc worth $464K as of Q1 2026.
Denver PWM bought 644 Walmart Inc shares in Q1 2026, an estimated $79.1K.
Walmart Inc made up 0.16% of Denver PWM's portfolio in Q1 2026, its #59 holding.
Denver PWM first reported a position in Walmart Inc in Q2 2024 and has held it in 8 quarters since.
4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Denver PWM's 13F filing for Q1 2026, filed 13 May 2026.