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FSB Premier Wealth Management’s Walmart Inc WMT Stock Holding History

FSB Premier 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 		$1.02M Buy
8,172
+320
+4% +$39.3K 0.32% 79
2025
Q4 		$875K Sell
7,852
-699
-8% -$75.1K 0.28% 92
2025
Q3 		$881K Buy
8,551
+2
+0% +$199 0.29% 90
2025
Q2 		$836K Sell
8,549
-1,706
-17% -$163K 0.3% 90
2025
Q1 		$900K Buy
10,255
+1,707
+20% +$160K 0.35% 80
2024
Q4 		$772K Sell
8,548
-532
-6% -$46.2K 0.31% 83
2024
Q3 		$733K Buy
9,080
+15
+0.2% +$1.1K 0.3% 89
2024
Q2 		$614K Sell
9,065
-707
-7% -$44.5K 0.28% 84
2024
Q1 		$588K Sell
9,772
-251
-3% -$14.4K 0.27% 80
2023
Q4 		$527K Hold
10,023
– – 0.26% 85
2023
Q3 		$534K Hold
10,023
– – 0.3% 79
2023
Q2 		$525K Buy
10,023
+3
+0% +$151 0.29% 79
2023
Q1 		$493K Sell
10,020
-600
-6% -$28.5K 0.27% 80
2022
Q4 		$502K Hold
10,620
– – 0.28% 75
2022
Q3 		$459K Buy
10,620
+303
+3% +$13.3K 0.27% 77
2022
Q2 		$418K Hold
10,317
– – 0.23% 85
2022
Q1 		$537K Sell
10,317
-4,848
-32% -$228K 0.27% 73
2021
Q4 		$731K Hold
15,165
– – 0.31% 58
2021
Q3 		$704K Hold
15,165
– – 0.35% 52
2021
Q2 		$712K Sell
15,165
-642
-4% -$29.9K 0.36% 49
2021
Q1 		$715K Buy
15,807
+1,011
+7% +$46.8K 0.39% 51
2020
Q4 		$710K Buy
+14,796
New +$719K 0.38% 52

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

FSB Premier Wealth Management's WMT Position: Q1 2026 in Review

FSB Premier Wealth Management increased its Walmart Inc (WMT) stake by 4.1% in Q1 2026, buying an estimated $39.3K and bringing the position to 8,172 shares worth $1.02M. The position accounts for 0.32% of the portfolio, ranked #79.

FSB Premier Wealth Management first reported a position in WMT in Q4 2020 and has held it in 22 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • FSB Premier Wealth Management held 8,172 shares of Walmart Inc worth $1.02M as of Q1 2026.
  • FSB Premier Wealth Management bought 320 Walmart Inc shares in Q1 2026, an estimated $39.3K.
  • Walmart Inc made up 0.32% of FSB Premier Wealth Management's portfolio in Q1 2026, its #79 holding.
  • FSB Premier Wealth Management first reported a position in Walmart Inc in Q4 2020 and has held it in 22 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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