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Grantvest Financial Group’s Walmart Inc WMT Stock Holding History

Grantvest Financial Group’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 		$367K Sell
2,955
-225
-7% -$27.6K 0.24% 104
2025
Q4 		$354K Hold
3,180
– – 0.23% 103
2025
Q3 		$328K Buy
3,180
+551
+21% +$54.9K 0.23% 107
2025
Q2 		$257K Hold
2,629
– – 0.19% 117
2025
Q1 		$231K Sell
2,629
-126
-5% -$11.8K 0.19% 115
2024
Q4 		$249K Buy
+2,755
New +$239K 0.28% 102

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

Grantvest Financial Group's WMT Position: Q1 2026 in Review

Grantvest Financial Group reduced its Walmart Inc (WMT) stake by 7.1% in Q1 2026, selling an estimated $27.6K and leaving 2,955 shares worth $367K. The position accounts for 0.24% of the portfolio, ranked #104.

Grantvest Financial Group first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Grantvest Financial Group held 2,955 shares of Walmart Inc worth $367K as of Q1 2026.
  • Grantvest Financial Group sold 225 Walmart Inc shares in Q1 2026, an estimated $27.6K.
  • Walmart Inc made up 0.24% of Grantvest Financial Group's portfolio in Q1 2026, its #104 holding.
  • Grantvest Financial Group first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.