Keynote Financial Services’s Walmart Inc WMT Stock Holding History

Keynote Financial Services’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	$461K	Hold	3,712	–	–	0.25%	99
2025 Q4	$414K	Sell	3,712 -765	-17%	-$82.1K	0.23%	107
2025 Q3	$461K	Sell	4,477 -500	-10%	-$49.8K	0.28%	98
2025 Q2	$487K	Sell	4,977 -720	-13%	-$68.6K	0.33%	81
2025 Q1	$500K	Sell	5,697 -74	-1%	-$6.94K	0.36%	72
2024 Q4	$521K	Sell	5,771 -321	-5%	-$27.9K	0.4%	67
2024 Q3	$492K	Sell	6,092 -1,005	-14%	-$73.8K	0.38%	79
2024 Q2	$481K	Sell	7,097 -25	-0.4%	-$1.57K	0.4%	68
2024 Q1	$429K	Buy	+7,122	New	+$408K	0.36%	79

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

Keynote Financial Services's WMT Position: Q1 2026 in Review

Keynote Financial Services held its Walmart Inc (WMT) position steady in Q1 2026 at 3,712 shares worth $461K. The position accounts for 0.25% of the portfolio, ranked #99.

Keynote Financial Services first reported a position in WMT in Q1 2024 and has held it in 9 quarters since. The position peaked at $521K in Q4 2024. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Keynote Financial Services held 3,712 shares of Walmart Inc worth $461K as of Q1 2026.
Keynote Financial Services left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up 0.25% of Keynote Financial Services's portfolio in Q1 2026, its #99 holding.
Keynote Financial Services first reported a position in Walmart Inc in Q1 2024 and has held it in 9 quarters since.
Keynote Financial Services's Walmart Inc position peaked at $521K in Q4 2024.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Keynote Financial Services's 13F filing for Q1 2026, filed 13 May 2026.