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Jackson Thornton Wealth Management’s Walmart Inc WMT Stock Holding History

Jackson Thornton 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 		$2.14M Sell
16,911
-393
-2% -$48.3K 0.19% 38
2025
Q4 		$1.98M Buy
17,304
+3,423
+25% +$368K 0.19% 36
2025
Q3 		$1.43M Buy
13,881
+10,007
+258% +$996K 0.14% 37
2025
Q2 		$376K Buy
3,874
+595
+18% +$56.7K 0.04% 64
2025
Q1 		$306K Sell
3,279
-33
-1% -$3.1K 0.04% 66
2024
Q4 		$299K Buy
3,312
+582
+21% +$50.5K 0.04% 64
2024
Q3 		$220K Buy
+2,730
New +$200K 0.03% 60

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

Jackson Thornton Wealth Management's WMT Position: Q1 2026 in Review

Jackson Thornton Wealth Management reduced its Walmart Inc (WMT) stake by 2.3% in Q1 2026, selling an estimated $48.3K and leaving 16,911 shares worth $2.14M. The position accounts for 0.19% of the portfolio, ranked #38.

Jackson Thornton Wealth Management first reported a position in WMT in Q3 2024 and has held it in 7 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Jackson Thornton Wealth Management held 16,911 shares of Walmart Inc worth $2.14M as of Q1 2026.
  • Jackson Thornton Wealth Management sold 393 Walmart Inc shares in Q1 2026, an estimated $48.3K.
  • Walmart Inc made up 0.19% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #38 holding.
  • Jackson Thornton Wealth Management first reported a position in Walmart Inc in Q3 2024 and has held it in 7 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.