JFG
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JDM Financial Group’s Walmart Inc WMT Stock Holding History

JDM Financial Group’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 		$81.7K Hold
657
– – 0.03% 85
2025
Q4 		$73.2K Hold
657
– – 0.03% 89
2025
Q3 		$67.7K Hold
657
– – 0.03% 85
2025
Q2 		$64.3K Hold
657
– – 0.03% 81
2025
Q1 		$57.7K Hold
657
– – 0.03% 81
2024
Q4 		$59.4K Hold
657
– – 0.03% 78
2024
Q3 		$53.1K Buy
657
+58
+10% +$4.26K 0.03% 84
2024
Q2 		$40.6K Hold
599
– – 0.03% 88
2024
Q1 		$36.1K Sell
599
-1
-0.2% -$57 0.03% 86
2023
Q4 		$31.5K Hold
600
– – 0.03% 85
2023
Q3 		$31.9K Hold
600
– – 0.03% 81
2023
Q2 		$31.4K Buy
600
+6
+1% +$303 0.03% 86
2023
Q1 		$29.3K Hold
594
– – 0.03% 87
2022
Q4 		$28K Buy
+594
New +$28.2K 0.03% 87

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

JDM Financial Group's WMT Position: Q1 2026 in Review

JDM Financial Group held its Walmart Inc (WMT) position steady in Q1 2026 at 657 shares worth $81.7K. The position accounts for 0.03% of the portfolio, ranked #85.

JDM Financial Group first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • JDM Financial Group held 657 shares of Walmart Inc worth $81.7K as of Q1 2026.
  • JDM Financial Group left its Walmart Inc share count unchanged in Q1 2026.
  • Walmart Inc made up 0.03% of JDM Financial Group's portfolio in Q1 2026, its #85 holding.
  • JDM Financial Group first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.