KWS
WMT icon

Keystone Wealth Services’s Walmart Inc WMT Stock Holding History

Keystone Wealth 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 		$811K Buy
6,522
+401
+7% +$49.2K 0.17% 139
2025
Q4 		$682K Sell
6,121
-49
-0.8% -$5.26K 0.14% 118
2025
Q3 		$636K Buy
6,170
+34
+0.6% +$3.38K 0.14% 156
2025
Q2 		$600K Buy
6,136
+33
+0.5% +$3.14K 0.14% 159
2025
Q1 		$536K Buy
6,103
+128
+2% +$12K 0.15% 145
2024
Q4 		$540K Sell
5,975
-164
-3% -$14.2K 0.14% 142
2024
Q3 		$496K Sell
6,139
-436
-7% -$32K 0.14% 147
2024
Q2 		$445K Sell
6,575
-389
-6% -$24.5K 0.14% 138
2024
Q1 		$419K Sell
6,964
-332
-5% -$19K 0.14% 141
2023
Q4 		$383K Sell
7,296
-1,803
-20% -$95.4K 0.13% 145
2023
Q3 		$485K Sell
9,099
-582
-6% -$31K 0.18% 119
2023
Q2 		$507K Sell
9,681
-1,497
-13% -$75.5K 0.19% 116
2023
Q1 		$549K Buy
11,178
+216
+2% +$10.3K 0.22% 103
2022
Q4 		$518K Buy
10,962
+4,008
+58% +$190K 0.23% 99
2022
Q3 		$301K Buy
6,954
+18
+0.3% +$789 0.14% 118
2022
Q2 		$281K Buy
6,936
+6
+0.1% +$277 0.13% 129
2022
Q1 		$344K Buy
6,930
+15
+0.2% +$704 0.14% 126
2021
Q4 		$334K Buy
+6,915
New +$330K 0.14% 126

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

Keystone Wealth Services's WMT Position: Q1 2026 in Review

Keystone Wealth Services increased its Walmart Inc (WMT) stake by 6.6% in Q1 2026, buying an estimated $49.2K and bringing the position to 6,522 shares worth $811K. The position accounts for 0.17% of the portfolio, ranked #139.

Keystone Wealth Services first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Keystone Wealth Services held 6,522 shares of Walmart Inc worth $811K as of Q1 2026.
  • Keystone Wealth Services bought 401 Walmart Inc shares in Q1 2026, an estimated $49.2K.
  • Walmart Inc made up 0.17% of Keystone Wealth Services's portfolio in Q1 2026, its #139 holding.
  • Keystone Wealth Services first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.