Financial Harvest’s Walmart Inc WMT Stock Holding History

Financial Harvest’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	$453K	Sell	3,641 -592	-14%	-$72.7K	0.27%	34
2025 Q4	$472K	Buy	4,233 +1,609	+61%	+$173K	0.29%	34
2025 Q3	$270K	Buy	2,624 +128	+5%	+$12.7K	0.18%	46
2025 Q2	$244K	Buy	+2,496	New	+$238K	0.18%	47
2025 Q1	–	Sell	-2,360	Closed	-$213K	–	102
2024 Q4	$213K	Buy	+2,360	New	+$205K	0.18%	52

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

Financial Harvest's WMT Position: Q1 2026 in Review

Financial Harvest reduced its Walmart Inc (WMT) stake by 14% in Q1 2026, selling an estimated $72.7K and leaving 3,641 shares worth $453K. The position accounts for 0.27% of the portfolio, ranked #34.

Financial Harvest first reported a position in WMT in Q4 2024 and has held it in 5 quarters since. The position peaked at $472K in Q4 2025. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Financial Harvest held 3,641 shares of Walmart Inc worth $453K as of Q1 2026.
Financial Harvest sold 592 Walmart Inc shares in Q1 2026, an estimated $72.7K.
Walmart Inc made up 0.27% of Financial Harvest's portfolio in Q1 2026, its #34 holding.
Financial Harvest first reported a position in Walmart Inc in Q4 2024 and has held it in 5 quarters since.
Financial Harvest's Walmart Inc position peaked at $472K in Q4 2025.
4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Financial Harvest's 13F filing for Q1 2026, filed 5 May 2026.