Kingsview Wealth Management’s Walmart Inc WMT Stock Holding History

Kingsview 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
2021 Q2	–	Sell	-1,500	Closed	-$3K	–	1028
2021 Q1	$3K	Sell	1,500 -300	-17%	-$13.9K	﹤0.01%	833
2020 Q4	$4K	Buy	1,800 +600	+50%	+$29.1K	﹤0.01%	702
2020 Q3	$3K	Buy	+1,200	New	+$53.4K	﹤0.01%	614
2020 Q2	–	Sell	-900	Closed	-$2K	–	660
2020 Q1	$2K	Buy	900 +600	+200%	+$23.1K	﹤0.01%	488
2019 Q4	$1K	Buy	+300	New	+$11.9K	﹤0.01%	489
2019 Q1	–	Sell	-600	Closed	-$2K	–	526
2018 Q4	$2K	Hold	600	–	–	﹤0.01%	362
2018 Q3	$2K	Sell	600 -11,700	-95%	-$358K	﹤0.01%	379
2018 Q2	$6K	Buy	12,300 +2,100	+21%	+$59.7K	﹤0.01%	327
2018 Q1	$9K	Buy	10,200 +5,700	+127%	+$183K	﹤0.01%	320
2017 Q4	$5K	Buy	+4,500	New	+$138K	﹤0.01%	339

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

Kingsview Wealth Management's WMT Position: Q1 2026 in Review

Kingsview Wealth Management increased its Walmart Inc (WMT) stake by 1.2% in Q1 2026, buying an estimated $838K and bringing the position to 555,832 shares worth $69.1M. The position accounts for 0.94% of the portfolio, ranked #18.

Kingsview Wealth Management first reported a position in WMT in Q4 2017 and has held it in 34 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Kingsview Wealth Management held 555,832 shares of Walmart Inc worth $69.1M as of Q1 2026.
Kingsview Wealth Management bought 6,824 Walmart Inc shares in Q1 2026, an estimated $838K.
Walmart Inc made up 0.94% of Kingsview Wealth Management's portfolio in Q1 2026, its #18 holding.
Kingsview Wealth Management first reported a position in Walmart Inc in Q4 2017 and has held it in 34 quarters since.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.