Horizon Wealth Management’s Walmart Inc WMT Stock Holding History

Horizon Wealth Management’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	$407K	Buy	3,271 +4	+0.1%	+$491	0.06%	93
2025 Q4	$364K	Hold	3,267	–	–	0.06%	93
2025 Q3	$337K	Buy	3,267 +148	+5%	+$14.7K	0.05%	91
2025 Q2	$305K	Sell	3,119 -414	-12%	-$39.4K	0.05%	77
2025 Q1	$310K	Buy	3,533 +387	+12%	+$36.3K	0.05%	73
2024 Q4	$284K	Buy	3,146 +41	+1%	+$3.56K	0.05%	75
2024 Q3	$251K	Buy	3,105 +5	+0.2%	+$367	0.05%	69
2024 Q2	$210K	Sell	3,100 -1,214	-28%	-$76.4K	0.05%	73
2024 Q1	$260K	Buy	+4,314	New	+$247K	0.07%	64
2023 Q4	–	Sell	-5,013	Closed	-$267K	–	86
2023 Q3	$267K	Buy	5,013 +15	+0.3%	+$798	0.11%	58
2023 Q2	$262K	Buy	4,998 +27	+0.5%	+$1.36K	0.1%	62
2023 Q1	$244K	Buy	4,971 +12	+0.2%	+$570	0.18%	61
2022 Q4	$234K	Sell	4,959 -333	-6%	-$15.8K	0.19%	57
2022 Q3	$229K	Sell	5,292 -318	-6%	-$13.9K	0.17%	57
2022 Q2	$227K	Sell	5,610 -66	-1%	-$3.04K	0.09%	96
2022 Q1	$282K	Sell	5,676 -14,976	-73%	-$703K	0.09%	89
2021 Q4	$996K	Buy	+20,652	New	+$986K	0.29%	41

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 Wealth Management's WMT Position: Q1 2026 in Review

Horizon Wealth Management increased its Walmart Inc (WMT) stake by 0.12% in Q1 2026, buying an estimated $491 and bringing the position to 3,271 shares worth $407K. The position accounts for 0.06% of the portfolio, ranked #93.

Horizon Wealth Management first reported a position in WMT in Q4 2021 and has held it in 17 quarters since. The position peaked at $996K in Q4 2021. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Horizon Wealth Management held 3,271 shares of Walmart Inc worth $407K as of Q1 2026.
Horizon Wealth Management bought 4 Walmart Inc shares in Q1 2026, an estimated $491.
Walmart Inc made up 0.06% of Horizon Wealth Management's portfolio in Q1 2026, its #93 holding.
Horizon Wealth Management first reported a position in Walmart Inc in Q4 2021 and has held it in 17 quarters since.
Horizon Wealth Management's Walmart Inc position peaked at $996K in Q4 2021.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.