Keyvantage Wealth’s Walmart Inc WMT Stock Holding History

Keyvantage Wealth’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	$550K	Sell	4,422 -31	-0.7%	-$3.81K	0.24%	59
2025 Q4	$496K	Sell	4,453 -237	-5%	-$25.4K	0.21%	63
2025 Q3	$483K	Buy	4,690 +2	+0%	+$199	0.2%	63
2025 Q2	$458K	Buy	4,688 +225	+5%	+$21.4K	0.21%	62
2025 Q1	$392K	Buy	4,463 +1,700	+62%	+$159K	0.19%	68
2024 Q4	$250K	Buy	+2,763	New	+$240K	0.18%	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

Keyvantage Wealth's WMT Position: Q1 2026 in Review

Keyvantage Wealth reduced its Walmart Inc (WMT) stake by 0.7% in Q1 2026, selling an estimated $3.81K and leaving 4,422 shares worth $550K. The position accounts for 0.24% of the portfolio, ranked #59.

Keyvantage Wealth first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Keyvantage Wealth held 4,422 shares of Walmart Inc worth $550K as of Q1 2026.
Keyvantage Wealth sold 31 Walmart Inc shares in Q1 2026, an estimated $3.81K.
Walmart Inc made up 0.24% of Keyvantage Wealth's portfolio in Q1 2026, its #59 holding.
Keyvantage Wealth first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.