JF
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JSF Financial’s Walmart Inc WMT Stock Holding History

JSF Financial’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 		$2.16M Sell
17,414
-811
-4% -$99.6K 0.42% 32
2025
Q4 		$2.03M Sell
18,225
-125
-0.7% -$13.4K 0.42% 34
2025
Q3 		$1.89M Sell
18,350
-881
-5% -$87.7K 0.42% 36
2025
Q2 		$1.88M Buy
19,231
+6,032
+46% +$575K 0.45% 32
2025
Q1 		$1.16M Sell
13,199
-1,246
-9% -$117K 0.31% 47
2024
Q4 		$1.31M Buy
14,445
+102
+0.7% +$8.85K 0.35% 42
2024
Q3 		$1.16M Buy
14,343
+1,316
+10% +$96.6K 0.34% 40
2024
Q2 		$882K Buy
+13,027
New +$820K 0.27% 49
2023
Q4 		– Sell
-13,647
Closed -$728K – 118
2023
Q3 		$728K Sell
13,647
-159
-1% -$8.46K 0.28% 46
2023
Q2 		$723K Buy
13,806
+120
+0.9% +$6.05K 0.26% 49
2023
Q1 		$673K Buy
13,686
+1,533
+13% +$72.8K 0.25% 56
2022
Q4 		$574K Buy
+12,153
New +$577K 0.21% 70
2021
Q3 		– Sell
-6,525
Closed -$307K – 119
2021
Q2 		$307K Buy
6,525
+591
+10% +$27.5K 0.18% 70
2021
Q1 		$269K Buy
+5,934
New +$275K 0.17% 66

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

JSF Financial's WMT Position: Q1 2026 in Review

JSF Financial reduced its Walmart Inc (WMT) stake by 4.4% in Q1 2026, selling an estimated $99.6K and leaving 17,414 shares worth $2.16M. The position accounts for 0.42% of the portfolio, ranked #32.

JSF Financial first reported a position in WMT in Q1 2021 and has held it in 14 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • JSF Financial held 17,414 shares of Walmart Inc worth $2.16M as of Q1 2026.
  • JSF Financial sold 811 Walmart Inc shares in Q1 2026, an estimated $99.6K.
  • Walmart Inc made up 0.42% of JSF Financial's portfolio in Q1 2026, its #32 holding.
  • JSF Financial first reported a position in Walmart Inc in Q1 2021 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 JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.