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Journey Strategic Wealth’s Walmart Inc WMT Stock Holding History

Journey Strategic 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 		$5.76M Buy
46,378
+1,943
+4% +$239K 0.14% 45
2025
Q4 		$4.95M Buy
44,435
+4,108
+10% +$441K 0.13% 49
2025
Q3 		$4.16M Buy
40,327
+1,216
+3% +$121K 0.12% 59
2025
Q2 		$3.82M Buy
39,111
+12,373
+46% +$1.18M 0.12% 61
2025
Q1 		$2.35M Buy
26,738
+1,860
+7% +$174K 0.08% 69
2024
Q4 		$2.25M Sell
24,878
-459
-2% -$39.8K 0.08% 65
2024
Q3 		$2.05M Buy
25,337
+7,709
+44% +$566K 0.07% 71
2024
Q2 		$1.19M Buy
17,628
+6,073
+53% +$382K 0.05% 79
2024
Q1 		$695K Buy
11,555
+4,547
+65% +$260K 0.03% 103
2023
Q4 		$368K Sell
7,008
-9,399
-57% -$497K 0.02% 117
2023
Q3 		$875K Buy
16,407
+1,611
+11% +$85.7K 0.04% 65
2023
Q2 		$775K Sell
14,796
-2,505
-14% -$126K 0.04% 67
2023
Q1 		$850K Buy
17,301
+3,270
+23% +$155K 0.09% 65
2022
Q4 		$663K Buy
14,031
+222
+2% +$10.5K 0.08% 77
2022
Q3 		$597K Buy
+13,809
New +$605K 0.08% 59
2022
Q2 		– Sell
-11,928
Closed -$592K – 217
2022
Q1 		$592K Buy
11,928
+420
+4% +$19.7K 0.06% 45
2021
Q4 		$555K Buy
+11,508
New +$549K 0.06% 63

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

Journey Strategic Wealth's WMT Position: Q1 2026 in Review

Journey Strategic Wealth increased its Walmart Inc (WMT) stake by 4.4% in Q1 2026, buying an estimated $239K and bringing the position to 46,378 shares worth $5.76M. The position accounts for 0.14% of the portfolio, ranked #45.

Journey Strategic Wealth first reported a position in WMT in Q4 2021 and has held it in 17 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Journey Strategic Wealth held 46,378 shares of Walmart Inc worth $5.76M as of Q1 2026.
  • Journey Strategic Wealth bought 1,943 Walmart Inc shares in Q1 2026, an estimated $239K.
  • Walmart Inc made up 0.14% of Journey Strategic Wealth's portfolio in Q1 2026, its #45 holding.
  • Journey Strategic Wealth first reported a position in Walmart Inc in Q4 2021 and has held it in 17 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.