JTC Employer Solutions Trustee’s Walmart Inc WMT Stock Holding History

JTC Employer Solutions Trustee’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	$559K	Hold	4,500	–	–	0.05%	81
2025 Q4	$501K	Hold	4,500	–	–	0.03%	92
2025 Q3	$464K	Hold	4,500	–	–	0.04%	85
2025 Q2	$440K	Hold	4,500	–	–	0.04%	84
2025 Q1	$395K	Hold	4,500	–	–	0.03%	90
2024 Q4	$408K	Buy	4,500 +3,000	+200%	+$260K	0.03%	90
2024 Q3	$121K	Hold	1,500	–	–	0.01%	177
2024 Q2	$102K	Hold	1,500	–	–	0.01%	192
2024 Q1	$91K	Sell	1,500 -3,000	-67%	-$172K	0.01%	212
2023 Q4	$236K	Hold	4,500	–	–	0.02%	112
2023 Q3	$240K	Hold	4,500	–	–	0.02%	111
2023 Q2	$236K	Hold	4,500	–	–	0.02%	112
2023 Q1	$221K	Hold	4,500	–	–	0.02%	119
2022 Q4	$213K	Hold	4,500	–	–	0.02%	122
2022 Q3	$195K	Hold	4,500	–	–	0.03%	108
2022 Q2	$182K	Sell	4,500 -450	-9%	-$20.8K	0.02%	106
2022 Q1	$245K	Hold	4,950	–	–	0.03%	96
2021 Q4	$239K	Hold	4,950	–	–	0.03%	96
2021 Q3	$230K	Hold	4,950	–	–	0.03%	96
2021 Q2	$233K	Buy	+4,950	New	+$231K	0.03%	85

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JTC Employer Solutions Trustee's WMT Position: Q1 2026 in Review

JTC Employer Solutions Trustee held its Walmart Inc (WMT) position steady in Q1 2026 at 4,500 shares worth $559K. The position accounts for 0.05% of the portfolio, ranked #81.

JTC Employer Solutions Trustee first reported a position in WMT in Q2 2021 and has held it in 20 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

JTC Employer Solutions Trustee held 4,500 shares of Walmart Inc worth $559K as of Q1 2026.
JTC Employer Solutions Trustee left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up 0.05% of JTC Employer Solutions Trustee's portfolio in Q1 2026, its #81 holding.
JTC Employer Solutions Trustee first reported a position in Walmart Inc in Q2 2021 and has held it in 20 quarters since.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q1 2026, filed 19 May 2026.