Family Investment Center’s Walmart Inc WMT Stock Holding History

Family Investment Center’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	$624K	Buy	5,022 +717	+17%	+$88K	0.12%	47
2025 Q4	$480K	Sell	4,305 -4	-0.1%	-$429	0.1%	53
2025 Q3	$444K	Sell	4,309 -55	-1%	-$5.47K	0.09%	59
2025 Q2	$427K	Sell	4,364 -359	-8%	-$34.2K	0.1%	56
2025 Q1	$415K	Sell	4,723 -690	-13%	-$64.7K	0.1%	54
2024 Q4	$489K	Hold	5,413	–	–	0.12%	53
2024 Q3	$437K	Buy	5,413 +3	+0.1%	+$220	0.11%	51
2024 Q2	$366K	Buy	5,410 +7	+0.1%	+$441	0.11%	50
2024 Q1	$325K	Buy	5,403 +3	+0.1%	+$172	0.1%	57
2023 Q4	$284K	Hold	5,400	–	–	0.14%	50
2023 Q3	$288K	Buy	5,400 +6	+0.1%	+$319	0.17%	44
2023 Q2	$283K	Buy	5,394 +6	+0.1%	+$303	0.18%	39
2023 Q1	$265K	Buy	5,388 +6	+0.1%	+$285	0.18%	40
2022 Q4	$254K	Buy	+5,382	New	+$256K	0.19%	39

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

Family Investment Center's WMT Position: Q1 2026 in Review

Family Investment Center increased its Walmart Inc (WMT) stake by 17% in Q1 2026, buying an estimated $88K and bringing the position to 5,022 shares worth $624K. The position accounts for 0.12% of the portfolio, ranked #47.

Family Investment Center first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. 4,429 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Family Investment Center held 5,022 shares of Walmart Inc worth $624K as of Q1 2026.
Family Investment Center bought 717 Walmart Inc shares in Q1 2026, an estimated $88K.
Walmart Inc made up 0.12% of Family Investment Center's portfolio in Q1 2026, its #47 holding.
Family Investment Center first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
4,429 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Family Investment Center's 13F filing for Q1 2026, filed 24 Apr 2026.