Elwood & Goetz Wealth Advisory Group’s Walmart Inc WMT Stock Holding History

Elwood & Goetz Wealth Advisory 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	$990K	Buy	7,962 +429	+6%	+$52.7K	0.17%	46
2025 Q4	$839K	Buy	7,533 +582	+8%	+$62.5K	0.15%	47
2025 Q3	$716K	Buy	6,951 +2,779	+67%	+$277K	0.14%	48
2025 Q2	$408K	Buy	+4,172	New	+$397K	0.09%	67
2023 Q3	–	Sell	-4,611	Closed	-$242K	–	83
2023 Q2	$242K	Buy	4,611 +123	+3%	+$6.21K	0.06%	61
2023 Q1	$221K	Hold	4,488	–	–	0.05%	62
2022 Q4	$212K	Buy	+4,488	New	+$213K	0.06%	63
2022 Q2	–	Sell	-4,461	Closed	-$221K	–	68
2022 Q1	$221K	Buy	+4,461	New	+$209K	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

Elwood & Goetz Wealth Advisory Group's WMT Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Walmart Inc (WMT) stake by 5.7% in Q1 2026, buying an estimated $52.7K and bringing the position to 7,962 shares worth $990K. The position accounts for 0.17% of the portfolio, ranked #46.

Elwood & Goetz Wealth Advisory Group first reported a position in WMT in Q1 2022 and has held it in 8 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Elwood & Goetz Wealth Advisory Group held 7,962 shares of Walmart Inc worth $990K as of Q1 2026.
Elwood & Goetz Wealth Advisory Group bought 429 Walmart Inc shares in Q1 2026, an estimated $52.7K.
Walmart Inc made up 0.17% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #46 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in Walmart Inc in Q1 2022 and has held it in 8 quarters since.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.