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Keebeck Wealth Management’s Walmart Inc WMT Stock Holding History

Keebeck 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 		$3.53M Buy
28,339
+1,603
+6% +$197K 0.4% 65
2025
Q4 		$2.98M Buy
26,736
+269
+1% +$28.9K 0.34% 82
2025
Q3 		$2.73M Buy
26,467
+740
+3% +$73.7K 0.32% 78
2025
Q2 		$2.52M Buy
25,727
+1,332
+5% +$127K 0.33% 79
2025
Q1 		$2.15M Sell
24,395
-483
-2% -$45.3K 0.32% 89
2024
Q4 		$2.25M Buy
24,878
+701
+3% +$60.8K 0.32% 80
2024
Q3 		$1.95M Buy
24,177
+58
+0.2% +$4.26K 0.28% 94
2024
Q2 		$1.63M Sell
24,119
-1,040
-4% -$65.5K 0.24% 104
2024
Q1 		$1.52M Sell
25,159
-299
-1% -$17.1K 0.22% 115
2023
Q4 		$1.34M Buy
25,458
+1,134
+5% +$60K 0.22% 111
2023
Q3 		$1.3M Buy
24,324
+3
+0% +$160 0.23% 104
2023
Q2 		$1.27M Buy
24,321
+6
+0% +$303 0.18% 110
2023
Q1 		$1.2M Sell
24,315
-165
-0.7% -$7.83K 0.19% 104
2022
Q4 		$1.16M Sell
24,480
-816
-3% -$38.8K 0.2% 102
2022
Q3 		$1.09M Sell
25,296
-15,369
-38% -$673K 0.21% 103
2022
Q2 		$1.65M Buy
40,665
+4,599
+13% +$212K 0.32% 73
2022
Q1 		$1.8M Sell
36,066
-1,092
-3% -$51.3K 0.3% 85
2021
Q4 		$1.8M Buy
37,158
+1,095
+3% +$52.3K 0.32% 74
2021
Q3 		$1.68M Sell
36,063
-8,349
-19% -$402K 0.33% 73
2021
Q2 		$2.09M Buy
44,412
+1,788
+4% +$83.3K 0.3% 69
2021
Q1 		$1.94M Sell
42,624
-333
-0.8% -$15.4K 0.3% 66
2020
Q4 		$2.07M Buy
42,957
+2,760
+7% +$134K 0.36% 57
2020
Q3 		$1.87M Buy
40,197
+6,336
+19% +$282K 0.39% 51
2020
Q2 		$1.35M Hold
33,861
– – 0.43% 53
2020
Q1 		$1.29M Buy
33,861
+8,553
+34% +$329K 0.54% 40
2019
Q4 		$1.01M Buy
+25,308
New +$1.01M 0.32% 62

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

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

Keebeck Wealth Management increased its Walmart Inc (WMT) stake by 6% in Q1 2026, buying an estimated $197K and bringing the position to 28,339 shares worth $3.53M. The position accounts for 0.4% of the portfolio, ranked #65.

Keebeck Wealth Management first reported a position in WMT in Q4 2019 and has held it in 26 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Keebeck Wealth Management held 28,339 shares of Walmart Inc worth $3.53M as of Q1 2026.
  • Keebeck Wealth Management bought 1,603 Walmart Inc shares in Q1 2026, an estimated $197K.
  • Walmart Inc made up 0.4% of Keebeck Wealth Management's portfolio in Q1 2026, its #65 holding.
  • Keebeck Wealth Management first reported a position in Walmart Inc in Q4 2019 and has held it in 26 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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