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Element Wealth’s Walmart Inc WMT Stock Holding History

Element Wealth’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 		$2.03M Sell
16,310
-170
-1% -$20.9K 0.84% 26
2025
Q4 		$1.84M Buy
16,480
+226
+1% +$24.3K 0.76% 30
2025
Q3 		$1.68M Buy
16,254
+1,480
+10% +$147K 0.73% 32
2025
Q2 		$1.44M Buy
14,774
+7,907
+115% +$753K 0.66% 33
2025
Q1 		$603K Sell
6,867
-603
-8% -$56.6K 0.32% 68
2024
Q4 		$675K Buy
7,470
+36
+0.5% +$3.12K 0.35% 63
2024
Q3 		$600K Sell
7,434
-73
-1% -$5.36K 0.32% 61
2024
Q2 		$508K Sell
7,507
-246
-3% -$15.5K 0.29% 67
2024
Q1 		$467K Buy
7,753
+13
+0.2% +$744 0.27% 70
2023
Q4 		$407K Sell
7,740
-105
-1% -$5.56K 0.25% 71
2023
Q3 		$418K Sell
7,845
-81
-1% -$4.31K 0.3% 62
2023
Q2 		$415K Buy
7,926
+2,583
+48% +$130K 0.29% 64
2023
Q1 		$263K Sell
5,343
-378
-7% -$17.9K 0.2% 94
2022
Q4 		$270K Sell
5,721
-339
-6% -$16.1K 0.22% 88
2022
Q3 		$262K Buy
6,060
+60
+1% +$2.63K 0.24% 75
2022
Q2 		$243K Buy
6,000
+30
+0.5% +$1.38K 0.24% 86
2022
Q1 		$296K Buy
5,970
+216
+4% +$10.1K 0.24% 82
2021
Q4 		$278K Hold
5,754
– – 0.21% 84
2021
Q3 		$267K Sell
5,754
-3
-0.1% -$145 0.21% 80
2021
Q2 		$271K Buy
5,757
+189
+3% +$8.8K 0.21% 79
2021
Q1 		$252K Sell
5,568
-141
-2% -$6.53K 0.21% 79
2020
Q4 		$274K Buy
5,709
+30
+0.5% +$1.46K 0.25% 73
2020
Q3 		$265K Sell
5,679
-462
-8% -$20.5K 0.28% 69
2020
Q2 		$245K Buy
6,141
+777
+14% +$32K 0.28% 65
2020
Q1 		$203K Sell
5,364
-507
-9% -$19.5K 0.28% 66
2019
Q4 		$233K Buy
+5,871
New +$233K 0.24% 63

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

Element Wealth's WMT Position: Q1 2026 in Review

Element Wealth reduced its Walmart Inc (WMT) stake by 1% in Q1 2026, selling an estimated $20.9K and leaving 16,310 shares worth $2.03M. The position accounts for 0.84% of the portfolio, ranked #26.

Element Wealth first reported a position in WMT in Q4 2019 and has held it in 26 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Element Wealth held 16,310 shares of Walmart Inc worth $2.03M as of Q1 2026.
  • Element Wealth sold 170 Walmart Inc shares in Q1 2026, an estimated $20.9K.
  • Walmart Inc made up 0.84% of Element Wealth's portfolio in Q1 2026, its #26 holding.
  • Element Wealth first reported a position in Walmart Inc in Q4 2019 and has held it in 26 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.