Jackson Wealth Management’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.18M | Buy |
9,515
+34
| +0.4% | +$4.17K | 0.12% | 84 |
|
|
2025
Q4 | $1.06M | Sell |
9,481
-292
| -3% | -$31.4K | 0.1% | 89 |
|
|
2025
Q3 | $1.01M | Sell |
9,773
-5,315
| -35% | -$529K | 0.1% | 88 |
|
|
2025
Q2 | $1.48M | Sell |
15,088
-212
| -1% | -$20.2K | 0.16% | 80 |
|
|
2025
Q1 | $1.34M | Buy |
15,300
+926
| +6% | +$86.9K | 0.16% | 83 |
|
|
2024
Q4 | $1.3M | Buy |
14,374
+5,473
| +61% | +$475K | 0.15% | 85 |
|
|
2024
Q3 | $719K | Buy |
8,901
+300
| +3% | +$22K | 0.09% | 95 |
|
|
2024
Q2 | $582K | Hold |
8,601
| – | – | 0.12% | 91 |
|
|
2024
Q1 | $518K | Buy |
8,601
+651
| +8% | +$37.2K | 0.06% | 101 |
|
|
2023
Q4 | $418K | Hold |
7,950
| – | – | 0.06% | 111 |
|
|
2023
Q3 | $424K | Hold |
7,950
| – | – | 0.06% | 110 |
|
|
2023
Q2 | $417K | Hold |
7,950
| – | – | 0.06% | 100 |
|
|
2023
Q1 | $391K | Buy |
+7,950
| New | +$377K | 0.29% | 94 |
|
|
2022
Q4 | – | Sell |
-8,079
| Closed | -$349K | – | 117 |
|
|
2022
Q3 | $349K | Buy |
+8,079
| New | +$354K | 0.07% | 97 |
|
|
2022
Q2 | – | Sell |
-11,682
| Closed | -$580K | – | 125 |
|
|
2022
Q1 | $580K | Sell |
11,682
-600
| -5% | -$28.2K | 0.08% | 100 |
|
|
2021
Q4 | $592K | Buy |
+12,282
| New | +$586K | 0.07% | 100 |
|
|
2021
Q3 | – | Sell |
-11,415
| Closed | -$537K | – | 126 |
|
|
2021
Q2 | $537K | Hold |
11,415
| – | – | 0.07% | 104 |
|
|
2021
Q1 | $517K | Sell |
11,415
-219
| -2% | -$10.1K | 0.08% | 106 |
|
|
2020
Q4 | $559K | Sell |
11,634
-6,000
| -34% | -$291K | 0.08% | 111 |
|
|
2020
Q3 | $822K | Buy |
17,634
+897
| +5% | +$39.9K | 0.12% | 104 |
|
|
2020
Q2 | $668K | Sell |
16,737
-741
| -4% | -$30.5K | 0.12% | 106 |
|
|
2020
Q1 | $720K | Buy |
17,478
+5,100
| +41% | +$196K | 0.15% | 89 |
|
|
2019
Q4 | $470K | Buy |
12,378
+1,350
| +12% | +$53.6K | 0.08% | 137 |
|
|
2019
Q3 | $440K | Sell |
11,028
-97,125
| -90% | -$3.67M | 0.09% | 115 |
|
|
2019
Q2 | $4.04M | Buy |
108,153
+36,525
| +51% | +$1.26M | 0.88% | 28 |
|
|
2019
Q1 | $2.33M | Buy |
+71,628
| New | +$2.32M | 0.57% | 50 |
|
|
2018
Q2 | – | Sell |
-113,349
| Closed | -$3.29M | – | 111 |
|
|
2018
Q1 | $3.29M | Sell |
113,349
-218,739
| -66% | -$7.04M | 0.92% | 28 |
|
|
2017
Q4 | $11.1M | Buy |
332,088
+158,922
| +92% | +$4.86M | 2.82% | 5 |
|
|
2017
Q3 | $4.86M | Buy |
+173,166
| New | +$4.54M | 1.31% | 18 |
|
|
2015
Q2 | – | Sell |
-8,880
| Closed | -$243K | – | 124 |
|
|
2015
Q1 | $243K | Buy |
+8,880
| New | +$252K | 0.08% | 103 |
|
Other funds holding WMT
VCM
VPM
Jackson Wealth Management's WMT Position: Q1 2026 in Review
Jackson Wealth Management increased its Walmart Inc (WMT) stake by 0.36% in Q1 2026, buying an estimated $4.17K and bringing the position to 9,515 shares worth $1.18M. The position accounts for 0.12% of the portfolio, ranked #84.
Jackson Wealth Management first reported a position in WMT in Q1 2015 and has held it in 30 quarters since. The position peaked at $11.1M in Q4 2017. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Jackson Wealth Management held 9,515 shares of Walmart Inc worth $1.18M as of Q1 2026.
- Jackson Wealth Management bought 34 Walmart Inc shares in Q1 2026, an estimated $4.17K.
- Walmart Inc made up 0.12% of Jackson Wealth Management's portfolio in Q1 2026, its #84 holding.
- Jackson Wealth Management first reported a position in Walmart Inc in Q1 2015 and has held it in 30 quarters since.
- Jackson Wealth Management's Walmart Inc position peaked at $11.1M in Q4 2017.
- 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Jackson Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.