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Greykasell Wealth Strategies’s Walmart Inc WMT Stock Holding History

Greykasell Wealth Strategies’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 		$1.68M Sell
13,521
-368
-3% -$45.2K 0.68% 38
2025
Q4 		$1.55M Hold
13,889
– – 0.61% 40
2025
Q3 		$1.43M Buy
13,889
+567
+4% +$56.4K 0.6% 42
2025
Q2 		$1.3M Buy
13,322
+367
+3% +$35K 0.62% 42
2025
Q1 		$1.14M Buy
12,955
+2
+0% +$188 0.61% 43
2024
Q4 		$1.17M Buy
+12,953
New +$1.12M 0.65% 45

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

Greykasell Wealth Strategies's WMT Position: Q1 2026 in Review

Greykasell Wealth Strategies reduced its Walmart Inc (WMT) stake by 2.6% in Q1 2026, selling an estimated $45.2K and leaving 13,521 shares worth $1.68M. The position accounts for 0.68% of the portfolio, ranked #38.

Greykasell Wealth Strategies 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.

  • Greykasell Wealth Strategies held 13,521 shares of Walmart Inc worth $1.68M as of Q1 2026.
  • Greykasell Wealth Strategies sold 368 Walmart Inc shares in Q1 2026, an estimated $45.2K.
  • Walmart Inc made up 0.68% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #38 holding.
  • Greykasell Wealth Strategies 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 Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.