FWM
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Finer Wealth Management’s Walmart Inc WMT Stock Holding History

Finer 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 		$6.11M Sell
49,156
-527
-1% -$64.7K 3.06% 10
2025
Q4 		$5.54M Buy
49,683
+926
+2% +$99.4K 2.68% 10
2025
Q3 		$5.02M Sell
48,757
-147
-0.3% -$14.6K 2.5% 10
2025
Q2 		$4.78M Buy
48,904
+675
+1% +$64.3K 2.56% 10
2025
Q1 		$4.23M Buy
48,229
+96
+0.2% +$9.01K 2.54% 10
2024
Q4 		$4.35M Buy
48,133
+890
+2% +$77.2K 2.49% 10
2024
Q3 		$3.81M Sell
47,243
-675
-1% -$49.6K 2.35% 11
2024
Q2 		$3.24M Sell
47,918
-1,399
-3% -$88.1K 2.09% 12
2024
Q1 		$2.97M Buy
49,317
+2,916
+6% +$167K 1.95% 15
2023
Q4 		$2.44M Sell
46,401
-618
-1% -$32.7K 1.82% 16
2023
Q3 		$2.51M Buy
47,019
+2,301
+5% +$122K 2% 18
2023
Q2 		$2.34M Buy
44,718
+1,353
+3% +$68.3K 1.83% 17
2023
Q1 		$2.13M Buy
43,365
+141
+0.3% +$6.69K 1.8% 19
2022
Q4 		$2.04M Sell
43,224
-828
-2% -$39.3K 1.91% 18
2022
Q3 		$1.9M Buy
44,052
+291
+0.7% +$12.7K 1.87% 17
2022
Q2 		$1.77M Buy
43,761
+1,242
+3% +$57.3K 1.62% 22
2022
Q1 		$2.11M Buy
42,519
+2,079
+5% +$97.6K 1.72% 21
2021
Q4 		$1.95M Buy
+40,440
New +$1.93M 1.62% 21

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

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

Finer Wealth Management reduced its Walmart Inc (WMT) stake by 1.1% in Q1 2026, selling an estimated $64.7K and leaving 49,156 shares worth $6.11M. The position accounts for 3.06% of the portfolio, ranked #10.

Finer Wealth Management first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Finer Wealth Management held 49,156 shares of Walmart Inc worth $6.11M as of Q1 2026.
  • Finer Wealth Management sold 527 Walmart Inc shares in Q1 2026, an estimated $64.7K.
  • Walmart Inc made up 3.06% of Finer Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Finer Wealth Management first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.