KJWM
WMT icon

Kiley Juergens Wealth Management’s Walmart Inc WMT Stock Holding History

Kiley Juergens Wealth 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 		$3.04M Buy
24,451
+70
+0.3% +$8.59K 0.54% 38
2025
Q4 		$2.72M Sell
24,381
-100
-0.4% -$10.7K 0.59% 37
2025
Q3 		$2.52M Sell
24,481
-377
-2% -$37.5K 0.56% 36
2025
Q2 		$2.43M Buy
24,858
+94
+0.4% +$8.96K 0.56% 38
2025
Q1 		$2.17M Buy
24,764
+591
+2% +$55.4K 0.58% 36
2024
Q4 		$2.18M Buy
24,173
+94
+0.4% +$8.16K 0.55% 34
2024
Q3 		$1.94M Buy
24,079
+896
+4% +$65.8K 0.5% 38
2024
Q2 		$1.57M Buy
23,183
+7,863
+51% +$495K 0.44% 39
2024
Q1 		$922K Buy
+15,320
New +$877K 0.29% 44
2018
Q4 		– Sell
-9,291
Closed -$290K – 661
2018
Q3 		$290K Buy
9,291
+3,489
+60% +$107K 0.22% 75
2018
Q2 		$165K Buy
+5,802
New +$165K 0.15% 97
2018
Q1 		– Sell
-5,781
Closed -$190K – 612
2017
Q4 		$190K Buy
+5,781
New +$177K 0.17% 84

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

Kiley Juergens Wealth Management's WMT Position: Q1 2026 in Review

Kiley Juergens Wealth Management increased its Walmart Inc (WMT) stake by 0.29% in Q1 2026, buying an estimated $8.59K and bringing the position to 24,451 shares worth $3.04M. The position accounts for 0.54% of the portfolio, ranked #38.

Kiley Juergens Wealth Management first reported a position in WMT in Q4 2017 and has held it in 12 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Kiley Juergens Wealth Management held 24,451 shares of Walmart Inc worth $3.04M as of Q1 2026.
  • Kiley Juergens Wealth Management bought 70 Walmart Inc shares in Q1 2026, an estimated $8.59K.
  • Walmart Inc made up 0.54% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #38 holding.
  • Kiley Juergens Wealth Management first reported a position in Walmart Inc in Q4 2017 and has held it in 12 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.