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Gentry Private Wealth’s Walmart Inc WMT Stock Holding History

Gentry Private Wealth’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 		$1.08M Buy
8,714
+289
+3% +$35.5K 0.65% 24
2025
Q4 		$939K Buy
8,425
+1,471
+21% +$158K 0.59% 26
2025
Q3 		$717K Buy
6,954
+298
+4% +$29.7K 0.5% 27
2025
Q2 		$651K Buy
6,656
+3
+0% +$286 0.5% 32
2025
Q1 		$584K Buy
+6,653
New +$624K 0.48% 35
2024
Q4 		– Sell
-8,373
Closed -$676K – 86
2024
Q3 		$676K Sell
8,373
-283
-3% -$20.8K 0.55% 30
2024
Q2 		$586K Buy
+8,656
New +$545K 0.52% 29

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

Gentry Private Wealth's WMT Position: Q1 2026 in Review

Gentry Private Wealth increased its Walmart Inc (WMT) stake by 3.4% in Q1 2026, buying an estimated $35.5K and bringing the position to 8,714 shares worth $1.08M. The position accounts for 0.65% of the portfolio, ranked #24.

Gentry Private Wealth first reported a position in WMT in Q2 2024 and has held it in 7 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Gentry Private Wealth held 8,714 shares of Walmart Inc worth $1.08M as of Q1 2026.
  • Gentry Private Wealth bought 289 Walmart Inc shares in Q1 2026, an estimated $35.5K.
  • Walmart Inc made up 0.65% of Gentry Private Wealth's portfolio in Q1 2026, its #24 holding.
  • Gentry Private Wealth first reported a position in Walmart Inc in Q2 2024 and has held it in 7 quarters since.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Gentry Private Wealth's 13F filing for Q1 2026, filed 5 May 2026.