FWG Investments’s Walmart Inc WMT Stock Holding History

FWG Investments’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	$588K	Sell	4,730 -672	-12%	-$82.5K	0.37%	68
2025 Q4	$602K	Sell	5,402 -379	-7%	-$40.7K	0.38%	63
2025 Q3	$596K	Buy	5,781 +54	+0.9%	+$5.38K	0.41%	58
2025 Q2	$560K	Buy	+5,727	New	+$546K	0.43%	60
2025 Q1	–	Sell	-6,598	Closed	-$596K	–	126
2024 Q4	$596K	Buy	6,598 +227	+4%	+$19.7K	0.46%	59
2024 Q3	$514K	Buy	6,371 +406	+7%	+$29.8K	0.44%	60
2024 Q2	$404K	Sell	5,965 -8	-0.1%	-$504	0.41%	65
2024 Q1	$359K	Buy	5,973 +57	+1%	+$3.26K	0.39%	65
2023 Q4	$311K	Buy	+5,916	New	+$313K	0.39%	62

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

FWG Investments's WMT Position: Q1 2026 in Review

FWG Investments reduced its Walmart Inc (WMT) stake by 12% in Q1 2026, selling an estimated $82.5K and leaving 4,730 shares worth $588K. The position accounts for 0.37% of the portfolio, ranked #68.

FWG Investments first reported a position in WMT in Q4 2023 and has held it in 9 quarters since. The position peaked at $602K in Q4 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

FWG Investments held 4,730 shares of Walmart Inc worth $588K as of Q1 2026.
FWG Investments sold 672 Walmart Inc shares in Q1 2026, an estimated $82.5K.
Walmart Inc made up 0.37% of FWG Investments's portfolio in Q1 2026, its #68 holding.
FWG Investments first reported a position in Walmart Inc in Q4 2023 and has held it in 9 quarters since.
FWG Investments's Walmart Inc position peaked at $602K in Q4 2025.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on FWG Investments's 13F filing for Q1 2026, filed 21 Apr 2026.