ForthRight Wealth Management’s Walmart Inc WMT Stock Holding History

ForthRight 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	$751K	Hold	6,043	–	–	0.21%	40
2025 Q4	$673K	Hold	6,043	–	–	0.19%	41
2025 Q3	$623K	Sell	6,043 -100	-2%	-$9.96K	0.18%	42
2025 Q2	$601K	Buy	6,143 +24	+0.4%	+$2.29K	0.19%	41
2025 Q1	$537K	Buy	6,119 +228	+4%	+$21.4K	0.18%	41
2024 Q4	$532K	Hold	5,891	–	–	0.18%	41
2024 Q3	$476K	Buy	5,891 +1	+0%	+$73	0.16%	40
2024 Q2	$399K	Buy	5,890 +3	+0.1%	+$189	0.14%	43
2024 Q1	$354K	Buy	5,887 +1	+0%	+$57	0.13%	46
2023 Q4	$309K	Hold	5,886	–	–	0.12%	48
2023 Q3	$314K	Buy	5,886 +375	+7%	+$20K	0.14%	43
2023 Q2	$289K	Hold	5,511	–	–	0.12%	43
2023 Q1	$271K	Buy	5,511 +750	+16%	+$35.6K	0.12%	42
2022 Q4	$225K	Hold	4,761	–	–	0.12%	48
2022 Q3	$206K	Buy	+4,761	New	+$209K	0.12%	45
2022 Q2	–	Sell	-4,905	Closed	-$243K	–	49
2022 Q1	$243K	Hold	4,905	–	–	0.13%	38
2021 Q4	$237K	Hold	4,905	–	–	0.13%	39
2021 Q3	$228K	Hold	4,905	–	–	0.14%	36
2021 Q2	$231K	Hold	4,905	–	–	0.15%	32
2021 Q1	$222K	Hold	4,905	–	–	0.15%	33
2020 Q4	$236K	Buy	+4,905	New	+$238K	0.19%	28

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

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

ForthRight Wealth Management held its Walmart Inc (WMT) position steady in Q1 2026 at 6,043 shares worth $751K. The position accounts for 0.21% of the portfolio, ranked #40.

ForthRight Wealth Management first reported a position in WMT in Q4 2020 and has held it in 21 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

ForthRight Wealth Management held 6,043 shares of Walmart Inc worth $751K as of Q1 2026.
ForthRight Wealth Management left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up 0.21% of ForthRight Wealth Management's portfolio in Q1 2026, its #40 holding.
ForthRight Wealth Management first reported a position in Walmart Inc in Q4 2020 and has held it in 21 quarters since.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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