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KFA Private Wealth Group’s Walmart Inc WMT Stock Holding History

KFA Private Wealth Group’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 		$1.5M Sell
12,100
-38
-0.3% -$4.67K 0.36% 41
2025
Q4 		$1.35M Buy
12,138
+135
+1% +$14.5K 0.33% 41
2025
Q3 		$1.24M Sell
12,003
-481
-4% -$47.9K 0.35% 38
2025
Q2 		$1.22M Buy
12,484
+6,005
+93% +$572K 0.38% 38
2025
Q1 		$569K Buy
6,479
+838
+15% +$78.6K 0.2% 59
2024
Q4 		$510K Sell
5,641
-17
-0.3% -$1.48K 0.21% 43
2024
Q3 		$457K Sell
5,658
-2,143
-27% -$157K 0.22% 42
2024
Q2 		$528K Sell
7,801
-6,866
-47% -$432K 0.27% 41
2024
Q1 		$883K Buy
14,667
+495
+3% +$28.3K 0.27% 40
2023
Q4 		$745K Buy
14,172
+483
+4% +$25.6K 0.27% 36
2023
Q3 		$730K Buy
13,689
+486
+4% +$25.9K 0.3% 36
2023
Q2 		$692K Buy
13,203
+51
+0.4% +$2.57K 0.29% 36
2023
Q1 		$646K Buy
13,152
+2,502
+23% +$119K 0.29% 34
2022
Q4 		$503K Sell
10,650
-75
-0.7% -$3.56K 0.26% 35
2022
Q3 		$464K Sell
10,725
-123
-1% -$5.39K 0.25% 37
2022
Q2 		$440K Sell
10,848
-90
-0.8% -$4.15K 0.24% 39
2022
Q1 		$543K Buy
10,938
+648
+6% +$30.4K 0.27% 41
2021
Q4 		$496K Buy
10,290
+597
+6% +$28.5K 0.25% 40
2021
Q3 		$450K Sell
9,693
-159
-2% -$7.66K 0.25% 43
2021
Q2 		$463K Sell
9,852
-2,103
-18% -$98K 0.25% 43
2021
Q1 		$541K Buy
11,955
+681
+6% +$31.5K 0.32% 37
2020
Q4 		$542K Sell
11,274
-300
-3% -$14.6K 0.34% 35
2020
Q3 		$540K Buy
11,574
+3,207
+38% +$143K 0.4% 32
2020
Q2 		$334K Buy
8,367
+2,097
+33% +$86.3K 0.32% 37
2020
Q1 		$238K Buy
+6,270
New +$241K 0.28% 44

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

KFA Private Wealth Group's WMT Position: Q1 2026 in Review

KFA Private Wealth Group reduced its Walmart Inc (WMT) stake by 0.31% in Q1 2026, selling an estimated $4.67K and leaving 12,100 shares worth $1.5M. The position accounts for 0.36% of the portfolio, ranked #41.

KFA Private Wealth Group first reported a position in WMT in Q1 2020 and has held it in 25 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • KFA Private Wealth Group held 12,100 shares of Walmart Inc worth $1.5M as of Q1 2026.
  • KFA Private Wealth Group sold 38 Walmart Inc shares in Q1 2026, an estimated $4.67K.
  • Walmart Inc made up 0.36% of KFA Private Wealth Group's portfolio in Q1 2026, its #41 holding.
  • KFA Private Wealth Group first reported a position in Walmart Inc in Q1 2020 and has held it in 25 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.