Fiduciary Family Office’s Walmart Inc WMT Stock Holding History

Fiduciary Family Office’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	$1.85M	Sell	14,890 -6,610	-31%	-$812K	0.53%	39
2025 Q4	$2.4M	Sell	21,500 -1,618	-7%	-$174K	0.69%	23
2025 Q3	$2.38M	Sell	23,118 -2,391	-9%	-$238K	0.68%	23
2025 Q2	$2.49M	Sell	25,509 -475	-2%	-$45.3K	0.82%	18
2025 Q1	$2.28M	Buy	+25,984	New	+$2.44M	0.76%	23
2024 Q4	–	Sell	-24,164	Closed	-$1.95M	–	259
2024 Q3	$1.95M	Buy	24,164 +7,251	+43%	+$533K	0.64%	27
2024 Q2	$1.15M	Buy	16,913 +832	+5%	+$52.4K	0.45%	54
2024 Q1	$968K	Sell	16,081 -2,936	-15%	-$168K	0.38%	70
2023 Q4	$999K	Buy	+19,017	New	+$1.01M	0.44%	44

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

Fiduciary Family Office's WMT Position: Q1 2026 in Review

Fiduciary Family Office reduced its Walmart Inc (WMT) stake by 31% in Q1 2026, selling an estimated $812K and leaving 14,890 shares worth $1.85M. The position accounts for 0.53% of the portfolio, ranked #39.

Fiduciary Family Office first reported a position in WMT in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.49M in Q2 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Fiduciary Family Office held 14,890 shares of Walmart Inc worth $1.85M as of Q1 2026.
Fiduciary Family Office sold 6,610 Walmart Inc shares in Q1 2026, an estimated $812K.
Walmart Inc made up 0.53% of Fiduciary Family Office's portfolio in Q1 2026, its #39 holding.
Fiduciary Family Office first reported a position in Walmart Inc in Q4 2023 and has held it in 9 quarters since.
Fiduciary Family Office's Walmart Inc position peaked at $2.49M in Q2 2025.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.