JWM
WMT icon

JPL Wealth Management’s Walmart Inc WMT Stock Holding History

JPL 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 		$6.06M Sell
48,797
-1,906
-4% -$234K 1.4% 24
2025
Q4 		$5.65M Sell
50,703
-1,866
-4% -$200K 1.38% 25
2025
Q3 		$5.42M Sell
52,569
-1,146
-2% -$114K 1.29% 19
2025
Q2 		$5.25M Buy
53,715
+1,244
+2% +$119K 1.42% 19
2025
Q1 		$4.61M Sell
52,471
-5,729
-10% -$537K 1.31% 23
2024
Q4 		$5.26M Buy
+58,200
New +$5.05M 1.51% 15
2024
Q2 		$3.05M Buy
45,054
+2,082
+5% +$131K 1.49% 20
2024
Q1 		$2.59M Buy
42,972
+10,212
+31% +$584K 1.43% 23
2023
Q4 		$1.72M Buy
+32,760
New +$1.73M 1.24% 28

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

JPL Wealth Management's WMT Position: Q1 2026 in Review

JPL Wealth Management reduced its Walmart Inc (WMT) stake by 3.8% in Q1 2026, selling an estimated $234K and leaving 48,797 shares worth $6.06M. The position accounts for 1.4% of the portfolio, ranked #24.

JPL Wealth Management first reported a position in WMT in Q4 2023 and has held it in 9 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • JPL Wealth Management held 48,797 shares of Walmart Inc worth $6.06M as of Q1 2026.
  • JPL Wealth Management sold 1,906 Walmart Inc shares in Q1 2026, an estimated $234K.
  • Walmart Inc made up 1.4% of JPL Wealth Management's portfolio in Q1 2026, its #24 holding.
  • JPL Wealth Management first reported a position in Walmart Inc in Q4 2023 and has held it in 9 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.