FLP Wealth Management’s Walmart Inc WMT Stock Holding History

FLP 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	$5.57M	Buy	44,835 +1,673	+4%	+$205K	11.48%	1
2025 Q4	$4.81M	Buy	43,162 +314	+0.7%	+$33.7K	11.38%	1
2025 Q3	$4.42M	Buy	42,848 +201	+0.5%	+$20K	12.44%	1
2025 Q2	$4.17M	Buy	42,647 +1,799	+4%	+$171K	11.7%	1
2025 Q1	$3.59M	Buy	40,848 +13,392	+49%	+$1.26M	11.4%	1
2024 Q4	$2.48M	Buy	+27,456	New	+$2.38M	6.34%	1

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

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

FLP Wealth Management increased its Walmart Inc (WMT) stake by 3.9% in Q1 2026, buying an estimated $205K and bringing the position to 44,835 shares worth $5.57M. The position accounts for 11.48% of the portfolio, ranked #1.

FLP Wealth Management first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

FLP Wealth Management held 44,835 shares of Walmart Inc worth $5.57M as of Q1 2026.
FLP Wealth Management bought 1,673 Walmart Inc shares in Q1 2026, an estimated $205K.
Walmart Inc made up 11.48% of FLP Wealth Management's portfolio in Q1 2026, its #1 holding.
FLP Wealth Management first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on FLP Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.