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Endeavor Private Wealth’s Walmart Inc WMT Stock Holding History

Endeavor Private 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 		$1.45M Sell
11,641
-1,453
-11% -$178K 0.42% 68
2025
Q4 		$1.46M Buy
13,094
+570
+5% +$61.2K 0.42% 65
2025
Q3 		$1.29M Buy
12,524
+2,643
+27% +$263K 0.4% 66
2025
Q2 		$966K Buy
9,881
+571
+6% +$54.4K 0.46% 54
2025
Q1 		$819K Buy
9,310
+8,110
+676% +$761K 0.45% 53
2024
Q4 		$109K Buy
+1,200
New +$104K 0.1% 84

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

Endeavor Private Wealth's WMT Position: Q1 2026 in Review

Endeavor Private Wealth reduced its Walmart Inc (WMT) stake by 11% in Q1 2026, selling an estimated $178K and leaving 11,641 shares worth $1.45M. The position accounts for 0.42% of the portfolio, ranked #68.

Endeavor Private Wealth first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.46M in Q4 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Endeavor Private Wealth held 11,641 shares of Walmart Inc worth $1.45M as of Q1 2026.
  • Endeavor Private Wealth sold 1,453 Walmart Inc shares in Q1 2026, an estimated $178K.
  • Walmart Inc made up 0.42% of Endeavor Private Wealth's portfolio in Q1 2026, its #68 holding.
  • Endeavor Private Wealth first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • Endeavor Private Wealth's Walmart Inc position peaked at $1.46M in Q4 2025.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Endeavor Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.