GWM
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Gibbs Wealth Management’s Walmart Inc WMT Stock Holding History

Gibbs 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 		$1.64M Buy
13,181
+4,705
+56% +$578K 0.22% 93
2025
Q4 		$971K Sell
8,476
-409
-5% -$43.9K 0.23% 96
2025
Q3 		$916K Sell
8,885
-896
-9% -$89.2K 0.21% 115
2025
Q2 		$956K Sell
9,781
-477
-5% -$45.4K 0.18% 132
2025
Q1 		$901K Sell
10,258
-1,127
-10% -$106K 0.22% 106
2024
Q4 		$1.03M Buy
11,385
+1,504
+15% +$131K 0.28% 83
2024
Q3 		$798K Buy
9,881
+954
+11% +$70.1K 0.26% 86
2024
Q2 		$604K Buy
8,927
+1,692
+23% +$107K 0.24% 98
2024
Q1 		$435K Buy
+7,235
New +$414K 0.25% 101

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Gibbs Wealth Management increased its Walmart Inc (WMT) stake by 56% in Q1 2026, buying an estimated $578K and bringing the position to 13,181 shares worth $1.64M. The position accounts for 0.22% of the portfolio, ranked #93.

Gibbs Wealth Management first reported a position in WMT in Q1 2024 and has held it in 9 quarters since. 4,466 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Gibbs Wealth Management held 13,181 shares of Walmart Inc worth $1.64M as of Q1 2026.
  • Gibbs Wealth Management bought 4,705 Walmart Inc shares in Q1 2026, an estimated $578K.
  • Walmart Inc made up 0.22% of Gibbs Wealth Management's portfolio in Q1 2026, its #93 holding.
  • Gibbs Wealth Management first reported a position in Walmart Inc in Q1 2024 and has held it in 9 quarters since.
  • 4,466 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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