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Goepper Burkhardt’s Walmart Inc WMT Stock Holding History

Goepper Burkhardt’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 		$716K Buy
5,763
+424
+8% +$52.1K 0.24% 50
2025
Q4 		$595K Sell
5,339
-162
-3% -$17.4K 0.19% 57
2025
Q3 		$567K Hold
5,501
– – 0.19% 59
2025
Q2 		$538K Buy
5,501
+267
+5% +$25.4K 0.2% 57
2025
Q1 		$459K Hold
5,234
– – 0.18% 63
2024
Q4 		$473K Sell
5,234
-25
-0.5% -$2.17K 0.19% 52
2024
Q3 		$425K Sell
5,259
-45
-0.8% -$3.31K 0.18% 56
2024
Q2 		$359K Sell
5,304
-150
-3% -$9.45K 0.16% 60
2024
Q1 		$330K Buy
5,454
+762
+16% +$43.6K 0.15% 61
2023
Q4 		$265K Sell
4,692
-1,023
-18% -$54.1K 0.13% 63
2023
Q3 		$305K Hold
5,715
– – 0.19% 50
2023
Q2 		$299K Buy
5,715
+30
+0.5% +$1.51K 0.18% 53
2023
Q1 		$279K Sell
5,685
-1,500
-21% -$71.2K 0.18% 54
2022
Q4 		$340K Buy
7,185
+1,500
+26% +$71.2K 0.24% 40
2022
Q3 		$246K Hold
5,685
– – 0.18% 51
2022
Q2 		$230K Sell
5,685
-204
-3% -$9.41K 0.16% 60
2022
Q1 		$292K Buy
5,889
+129
+2% +$6.06K 0.18% 54
2021
Q4 		$278K Hold
5,760
– – 0.17% 55
2021
Q3 		$268K Sell
5,760
-21
-0.4% -$1.01K 0.17% 57
2021
Q2 		$272K Sell
5,781
-24
-0.4% -$1.12K 0.17% 55
2021
Q1 		$263K Sell
5,805
-21
-0.4% -$973 0.18% 54
2020
Q4 		$280K Buy
+5,826
New +$283K 0.2% 50

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

Goepper Burkhardt's WMT Position: Q1 2026 in Review

Goepper Burkhardt increased its Walmart Inc (WMT) stake by 7.9% in Q1 2026, buying an estimated $52.1K and bringing the position to 5,763 shares worth $716K. The position accounts for 0.24% of the portfolio, ranked #50.

Goepper Burkhardt 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.

  • Goepper Burkhardt held 5,763 shares of Walmart Inc worth $716K as of Q1 2026.
  • Goepper Burkhardt bought 424 Walmart Inc shares in Q1 2026, an estimated $52.1K.
  • Walmart Inc made up 0.24% of Goepper Burkhardt's portfolio in Q1 2026, its #50 holding.
  • Goepper Burkhardt 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 Goepper Burkhardt's 13F filing for Q1 2026, filed 13 May 2026.