Horizon Family Wealth’s Walmart Inc WMT Stock Holding History

Horizon Family Wealth’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	$494K	Sell	3,976 -570	-13%	-$70K	0.26%	60
2025 Q4	$506K	Hold	4,546	–	–	0.27%	56
2025 Q3	$469K	Buy	4,546 +11	+0.2%	+$1.09K	0.27%	54
2025 Q2	$443K	Buy	4,535 +23	+0.5%	+$2.19K	0.27%	52
2025 Q1	$396K	Buy	4,512 +320	+8%	+$30K	0.26%	49
2024 Q4	$379K	Sell	4,192 -188	-4%	-$16.3K	0.25%	54
2024 Q3	$354K	Buy	4,380 +74	+2%	+$5.43K	0.25%	54
2024 Q2	$292K	Buy	4,306 +25	+0.6%	+$1.57K	0.22%	58
2024 Q1	$258K	Buy	4,281 +69	+2%	+$3.95K	0.2%	62
2023 Q4	$221K	Buy	4,212 +51	+1%	+$2.7K	0.19%	63
2023 Q3	$222K	Buy	4,161 +288	+7%	+$15.3K	0.21%	59
2023 Q2	$203K	Buy	+3,873	New	+$195K	0.19%	63

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Horizon Family Wealth's WMT Position: Q1 2026 in Review

Horizon Family Wealth reduced its Walmart Inc (WMT) stake by 13% in Q1 2026, selling an estimated $70K and leaving 3,976 shares worth $494K. The position accounts for 0.26% of the portfolio, ranked #60.

Horizon Family Wealth first reported a position in WMT in Q2 2023 and has held it in 12 quarters since. The position peaked at $506K in Q4 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Horizon Family Wealth held 3,976 shares of Walmart Inc worth $494K as of Q1 2026.
Horizon Family Wealth sold 570 Walmart Inc shares in Q1 2026, an estimated $70K.
Walmart Inc made up 0.26% of Horizon Family Wealth's portfolio in Q1 2026, its #60 holding.
Horizon Family Wealth first reported a position in Walmart Inc in Q2 2023 and has held it in 12 quarters since.
Horizon Family Wealth's Walmart Inc position peaked at $506K in Q4 2025.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Horizon Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.