KW Wealth Management’s Walmart Inc WMT Stock Holding History

KW 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	–	Sell	-8,282	Closed	-$923K	–	79
2025 Q4	$923K	Buy	8,282 +153	+2%	+$16.4K	1.4%	20
2025 Q3	$838K	Buy	+8,129	New	+$809K	1.43%	21

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

KW Wealth Management sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 8,282 shares — an estimated $923K sold.

KW Wealth Management first reported a position in WMT in Q3 2025 and held it in 2 quarters. The position peaked at $923K in Q4 2025. 4,446 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

KW Wealth Management reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
KW Wealth Management sold 8,282 Walmart Inc shares in Q1 2026, an estimated $923K.
KW Wealth Management first reported a position in Walmart Inc in Q3 2025 and held it in 2 quarters.
KW Wealth Management's Walmart Inc position peaked at $923K in Q4 2025.
4,446 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.