GS
WMT icon

GWN Securities’s Walmart Inc WMT Stock Holding History

GWN Securities’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 		$2.47M Buy
19,883
+6,551
+49% +$804K 0.47% 53
2025
Q4 		$1.49M Buy
13,332
+583
+5% +$62.6K 0.3% 84
2025
Q3 		$1.32M Sell
12,749
-12,023
-49% -$1.2M 0.31% 84
2025
Q2 		$2.43M Sell
24,772
-58,186
-70% -$5.54M 0.45% 56
2025
Q1 		$7.87M Buy
82,958
+33,637
+68% +$3.16M 0.44% 45
2024
Q4 		$4.66M Buy
+49,321
New +$4.28M 1.25% 12

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

GWN Securities's WMT Position: Q1 2026 in Review

GWN Securities increased its Walmart Inc (WMT) stake by 49% in Q1 2026, buying an estimated $804K and bringing the position to 19,883 shares worth $2.47M. The position accounts for 0.47% of the portfolio, ranked #53.

GWN Securities first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.87M in Q1 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • GWN Securities held 19,883 shares of Walmart Inc worth $2.47M as of Q1 2026.
  • GWN Securities bought 6,551 Walmart Inc shares in Q1 2026, an estimated $804K.
  • Walmart Inc made up 0.47% of GWN Securities's portfolio in Q1 2026, its #53 holding.
  • GWN Securities first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • GWN Securities's Walmart Inc position peaked at $7.87M in Q1 2025.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.