Gen-Wealth Partners’s Walmart Inc WMT Stock Holding History

Gen-Wealth Partners’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	$3.98M	Sell	32,044 -1,198	-4%	-$147K	1.25%	13
2025 Q4	$3.7M	Sell	33,242 -1,322	-4%	-$142K	1.19%	13
2025 Q3	$3.56M	Buy	34,564 +629	+2%	+$62.6K	1.2%	12
2025 Q2	$3.32M	Sell	33,935 -624	-2%	-$59.5K	1.28%	11
2025 Q1	$3.03M	Sell	34,559 -205	-0.6%	-$19.2K	1.27%	9
2024 Q4	$3.14M	Sell	34,764 -2,757	-7%	-$239K	1.35%	9
2024 Q3	$3.05M	Sell	37,521 -417	-1%	-$30.6K	1.33%	10
2024 Q2	$2.57M	Buy	37,938 +3,326	+10%	+$209K	1.24%	10
2024 Q1	$2.08M	Buy	+34,612	New	+$1.98M	1.03%	16

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

Gen-Wealth Partners's WMT Position: Q1 2026 in Review

Gen-Wealth Partners reduced its Walmart Inc (WMT) stake by 3.6% in Q1 2026, selling an estimated $147K and leaving 32,044 shares worth $3.98M. The position accounts for 1.25% of the portfolio, ranked #13.

Gen-Wealth Partners first reported a position in WMT in Q1 2024 and has held it in 9 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Gen-Wealth Partners held 32,044 shares of Walmart Inc worth $3.98M as of Q1 2026.
Gen-Wealth Partners sold 1,198 Walmart Inc shares in Q1 2026, an estimated $147K.
Walmart Inc made up 1.25% of Gen-Wealth Partners's portfolio in Q1 2026, its #13 holding.
Gen-Wealth Partners first reported a position in Walmart Inc in Q1 2024 and has held it in 9 quarters since.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.