Jupiter Wealth Management’s Walmart Inc WMT Stock Holding History

Jupiter 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	$1.53M	Hold	11,632	–	–	0.6%	35
2025 Q4	$1.55M	Sell	11,632 -200	-2%	-$21.5K	0.69%	36
2025 Q3	$1.22M	Hold	11,832	–	–	0.58%	39
2025 Q2	$1.19M	Buy	11,832 +1,900	+19%	+$181K	0.6%	34
2025 Q1	$975K	Sell	9,932 -2,550	-20%	-$239K	0.59%	41
2024 Q4	$1.13M	Buy	12,482 +2,400	+24%	+$208K	0.57%	41
2024 Q3	$814K	Buy	10,082 +2,742	+37%	+$201K	0.42%	53
2024 Q2	$504K	Buy	7,340 +2,765	+60%	+$174K	0.27%	63
2024 Q1	$276K	Buy	4,575 +2,550	+126%	+$146K	0.15%	76
2023 Q4	$106K	Hold	2,025	–	–	0.06%	86
2023 Q3	$112K	Hold	2,025	–	–	0.07%	80
2023 Q2	$106K	Buy	+2,025	New	+$102K	0.09%	68
2022 Q2	–	Sell	-2,025	Closed	-$100K	–	79
2022 Q1	$100K	Buy	+2,025	New	+$95.1K	0.06%	80
2021 Q4	–	Sell	-2,025	Closed	-$100K	–	99
2021 Q3	$100K	Buy	+2,025	New	+$97.6K	0.05%	93
2021 Q1	–	Sell	-6,000	Closed	-$288K	–	91
2020 Q4	$288K	Buy	+6,000	New	+$291K	0.18%	66

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

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

Jupiter Wealth Management held its Walmart Inc (WMT) position steady in Q1 2026 at 11,632 shares worth $1.53M. The position accounts for 0.6% of the portfolio, ranked #35.

Jupiter Wealth Management first reported a position in WMT in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.55M in Q4 2025. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Jupiter Wealth Management held 11,632 shares of Walmart Inc worth $1.53M as of Q1 2026.
Jupiter Wealth Management left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up 0.6% of Jupiter Wealth Management's portfolio in Q1 2026, its #35 holding.
Jupiter Wealth Management first reported a position in Walmart Inc in Q4 2020 and has held it in 15 quarters since.
Jupiter Wealth Management's Walmart Inc position peaked at $1.55M in Q4 2025.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.