Financial Perspectives’s Walmart Inc WMT Stock Holding History

Financial Perspectives’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	$574K	Buy	4,618 +450	+11%	+$55.2K	0.16%	83
2025 Q4	$464K	Hold	4,168	–	–	0.13%	99
2025 Q3	$430K	Hold	4,168	–	–	0.12%	107
2025 Q2	$408K	Buy	4,168 +1	+0%	+$95	0.12%	102
2025 Q1	$366K	Sell	4,167 -366	-8%	-$34.3K	0.13%	97
2024 Q4	$410K	Buy	4,533 +63	+1%	+$5.47K	0.14%	92
2024 Q3	$361K	Hold	4,470	–	–	0.13%	101
2024 Q2	$303K	Sell	4,470 -264	-6%	-$16.6K	0.11%	109
2024 Q1	$285K	Buy	4,734 +3	+0.1%	+$172	0.11%	114
2023 Q4	$249K	Hold	4,731	–	–	0.1%	121
2023 Q3	$252K	Hold	4,731	–	–	0.12%	105
2023 Q2	$248K	Hold	4,731	–	–	0.11%	109
2023 Q1	$233K	Hold	4,731	–	–	0.11%	106
2022 Q4	$224K	Hold	4,731	–	–	0.11%	111
2022 Q3	$205K	Hold	4,731	–	–	0.11%	117
2022 Q2	$192K	Hold	4,731	–	–	0.11%	119
2022 Q1	$235K	Hold	4,731	–	–	0.11%	118
2021 Q4	$228K	Hold	4,731	–	–	0.11%	112
2021 Q3	$220K	Hold	4,731	–	–	0.11%	111
2021 Q2	$222K	Sell	4,731 -637,884	-99%	-$29.7M	0.11%	120
2021 Q1	$1.58M	Buy	642,615 +637,884	+13,483%	+$29.5M	0.08%	161
2020 Q4	$227K	Hold	4,731	–	–	0.13%	107
2020 Q3	$221K	Buy	4,731 +3	+0.1%	+$133	0.15%	92
2020 Q2	$189K	Hold	4,728	–	–	0.14%	90
2020 Q1	$179K	Hold	4,728	–	–	0.14%	77
2019 Q4	$187K	Buy	+4,728	New	+$188K	0.13%	88

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 Perspectives's WMT Position: Q1 2026 in Review

Financial Perspectives increased its Walmart Inc (WMT) stake by 11% in Q1 2026, buying an estimated $55.2K and bringing the position to 4,618 shares worth $574K. The position accounts for 0.16% of the portfolio, ranked #83.

Financial Perspectives first reported a position in WMT in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.58M in Q1 2021. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Financial Perspectives held 4,618 shares of Walmart Inc worth $574K as of Q1 2026.
Financial Perspectives bought 450 Walmart Inc shares in Q1 2026, an estimated $55.2K.
Walmart Inc made up 0.16% of Financial Perspectives's portfolio in Q1 2026, its #83 holding.
Financial Perspectives first reported a position in Walmart Inc in Q4 2019 and has held it in 26 quarters since.
Financial Perspectives's Walmart Inc position peaked at $1.58M in Q1 2021.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.