Fischer Financial Services’s Walmart Inc WMT Stock Holding History

Fischer Financial Services’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	$5.55M	Sell	44,675 -274	-0.6%	-$33.6K	1.87%	18
2025 Q4	$5.01M	Buy	44,949 +1,646	+4%	+$177K	1.33%	25
2025 Q3	$4.46M	Buy	43,303 +39,205	+957%	+$3.9M	1.2%	26
2025 Q2	$401K	Hold	4,098	–	–	0.12%	57
2025 Q1	$360K	Sell	4,098 -300	-7%	-$28.1K	0.12%	56
2024 Q4	$397K	Buy	+4,398	New	+$382K	0.13%	56

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

Fischer Financial Services's WMT Position: Q1 2026 in Review

Fischer Financial Services reduced its Walmart Inc (WMT) stake by 0.61% in Q1 2026, selling an estimated $33.6K and leaving 44,675 shares worth $5.55M. The position accounts for 1.87% of the portfolio, ranked #18.

Fischer Financial Services first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,429 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Fischer Financial Services held 44,675 shares of Walmart Inc worth $5.55M as of Q1 2026.
Fischer Financial Services sold 274 Walmart Inc shares in Q1 2026, an estimated $33.6K.
Walmart Inc made up 1.87% of Fischer Financial Services's portfolio in Q1 2026, its #18 holding.
Fischer Financial Services first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
4,429 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Fischer Financial Services's 13F filing for Q1 2026, filed 28 Apr 2026.