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Kestra Investment Management’s Walmart Inc WMT Stock Holding History

Kestra Investment 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 		$568K Sell
4,573
-1,846
-29% -$227K 0.01% 275
2025
Q4 		$715K Buy
6,419
+600
+10% +$64.4K 0.02% 235
2025
Q3 		$600K Sell
5,819
-14,706
-72% -$1.46M 0.02% 252
2025
Q2 		$1.89M Buy
20,525
+9,160
+81% +$873K 0.03% 196
2025
Q1 		$998K Buy
11,365
+1,726
+18% +$162K 0.03% 170
2024
Q4 		$871K Sell
9,639
-354
-4% -$30.7K 0.03% 158
2024
Q3 		$807K Buy
+9,993
New +$734K 0.03% 145

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

Kestra Investment Management's WMT Position: Q1 2026 in Review

Kestra Investment Management reduced its Walmart Inc (WMT) stake by 29% in Q1 2026, selling an estimated $227K and leaving 4,573 shares worth $568K. The position accounts for 0.01% of the portfolio, ranked #275.

Kestra Investment Management first reported a position in WMT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.89M in Q2 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Kestra Investment Management held 4,573 shares of Walmart Inc worth $568K as of Q1 2026.
  • Kestra Investment Management sold 1,846 Walmart Inc shares in Q1 2026, an estimated $227K.
  • Walmart Inc made up 0.01% of Kestra Investment Management's portfolio in Q1 2026, its #275 holding.
  • Kestra Investment Management first reported a position in Walmart Inc in Q3 2024 and has held it in 7 quarters since.
  • Kestra Investment Management's Walmart Inc position peaked at $1.89M in Q2 2025.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.