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Empire Financial Management Company’s Walmart Inc WMT Stock Holding History

Empire Financial Management Company’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 		$1.11M Hold
8,897
– – 0.25% 110
2025
Q4 		$991K Hold
8,897
– – 0.22% 110
2025
Q3 		$917K Hold
8,897
– – 0.21% 115
2025
Q2 		$870K Sell
8,897
-900
-9% -$85.7K 0.25% 108
2025
Q1 		$860K Sell
9,797
-90
-0.9% -$8.44K 0.27% 103
2024
Q4 		$893K Buy
9,887
+90
+0.9% +$7.81K 0.28% 103
2024
Q3 		$791K Hold
9,797
– – 0.24% 114
2024
Q2 		$663K Hold
9,797
– – 0.22% 116
2024
Q1 		$589K Buy
9,797
+1,070
+12% +$61.2K 0.19% 132
2023
Q4 		$459K Sell
8,727
-600
-6% -$31.7K 0.18% 139
2023
Q3 		$497K Sell
9,327
-69
-0.7% -$3.67K 0.22% 119
2023
Q2 		$492K Hold
9,396
– – 0.2% 122
2023
Q1 		$462K Buy
+9,396
New +$446K 0.19% 129

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

Empire Financial Management Company's WMT Position: Q1 2026 in Review

Empire Financial Management Company held its Walmart Inc (WMT) position steady in Q1 2026 at 8,897 shares worth $1.11M. The position accounts for 0.25% of the portfolio, ranked #110.

Empire Financial Management Company first reported a position in WMT in Q1 2023 and has held it in 13 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Empire Financial Management Company held 8,897 shares of Walmart Inc worth $1.11M as of Q1 2026.
  • Empire Financial Management Company left its Walmart Inc share count unchanged in Q1 2026.
  • Walmart Inc made up 0.25% of Empire Financial Management Company's portfolio in Q1 2026, its #110 holding.
  • Empire Financial Management Company first reported a position in Walmart Inc in Q1 2023 and has held it in 13 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.