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EPG Wealth Management’s Walmart Inc WMT Stock Holding History

EPG Wealth Management’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 		$2.87M Buy
23,107
+9,253
+67% +$1.14M 0.78% 33
2025
Q4 		$1.54M Buy
13,854
+494
+4% +$53K 0.42% 61
2025
Q3 		$1.38M Buy
13,360
+910
+7% +$90.6K 0.38% 72
2025
Q2 		$1.22M Sell
12,450
-828
-6% -$78.9K 0.37% 83
2025
Q1 		$1.17M Buy
13,278
+6,528
+97% +$612K 0.32% 90
2024
Q4 		$610K Sell
6,750
-160
-2% -$13.9K 0.16% 145
2024
Q3 		$558K Buy
+6,910
New +$507K 0.14% 156
2024
Q2 		– Sell
-7,134
Closed -$449K – 169
2024
Q1 		$429K Sell
7,134
-198
-3% -$11.3K 0.11% 183
2023
Q4 		$413K Buy
7,332
+288
+4% +$15.2K 0.11% 175
2023
Q3 		$375K Buy
7,044
+1,536
+28% +$81.7K 0.11% 174
2023
Q2 		$289K Sell
5,508
-135
-2% -$6.81K 0.09% 194
2023
Q1 		$277K Buy
5,643
+39
+0.7% +$1.85K 0.09% 192
2022
Q4 		$265K Sell
5,604
-807
-13% -$38.3K 0.1% 172
2022
Q3 		$277K Buy
6,411
+99
+2% +$4.34K 0.11% 164
2022
Q2 		$256K Sell
6,312
-294
-4% -$13.6K 0.11% 175
2022
Q1 		$328K Sell
6,606
-78
-1% -$3.66K 0.11% 162
2021
Q4 		$322K Buy
6,684
+642
+11% +$30.6K 0.11% 163
2021
Q3 		$281K Buy
6,042
+1,287
+27% +$62K 0.11% 163
2021
Q2 		$224K Buy
4,755
+24
+0.5% +$1.12K 0.1% 190
2021
Q1 		$214K Buy
4,731
+12
+0.3% +$556 0.1% 178
2020
Q4 		$227K Hold
4,719
– – 0.14% 136
2020
Q3 		$220K Sell
4,719
-2,088
-31% -$92.8K 0.16% 116
2020
Q2 		$272K Sell
6,807
-1,122
-14% -$46.2K 0.19% 112
2020
Q1 		$300K Buy
7,929
+783
+11% +$30.1K 0.22% 90
2019
Q4 		$283K Buy
+7,146
New +$284K 0.21% 81

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

EPG Wealth Management's WMT Position: Q1 2026 in Review

EPG Wealth Management increased its Walmart Inc (WMT) stake by 67% in Q1 2026, buying an estimated $1.14M and bringing the position to 23,107 shares worth $2.87M. The position accounts for 0.78% of the portfolio, ranked #33.

EPG Wealth Management first reported a position in WMT in Q4 2019 and has held it in 25 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • EPG Wealth Management held 23,107 shares of Walmart Inc worth $2.87M as of Q1 2026.
  • EPG Wealth Management bought 9,253 Walmart Inc shares in Q1 2026, an estimated $1.14M.
  • Walmart Inc made up 0.78% of EPG Wealth Management's portfolio in Q1 2026, its #33 holding.
  • EPG Wealth Management first reported a position in Walmart Inc in Q4 2019 and has held it in 25 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.