Landmark Wealth Management (Illinois)’s Walmart Inc WMT Stock Holding History

Landmark Wealth Management (Illinois)’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	$480K	Hold	3,861	–	–	0.18%	38
2025 Q4	$430K	Hold	3,861	–	–	0.16%	37
2025 Q3	$398K	Hold	3,861	–	–	0.16%	36
2025 Q2	$378K	Buy	3,861 +45	+1%	+$4.29K	0.16%	41
2025 Q1	$335K	Hold	3,816	–	–	0.16%	45
2024 Q4	$345K	Hold	3,816	–	–	0.17%	43
2024 Q3	$308K	Sell	3,816 -1,108	-23%	-$81.4K	0.15%	41
2024 Q2	$333K	Buy	4,924 +1,213	+33%	+$76.4K	0.18%	41
2024 Q1	$223K	Buy	+3,711	New	+$212K	2.3%	6

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

Landmark Wealth Management (Illinois)'s WMT Position: Q1 2026 in Review

Landmark Wealth Management (Illinois) held its Walmart Inc (WMT) position steady in Q1 2026 at 3,861 shares worth $480K. The position accounts for 0.18% of the portfolio, ranked #38.

Landmark Wealth Management (Illinois) first reported a position in WMT in Q1 2024 and has held it in 9 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Landmark Wealth Management (Illinois) held 3,861 shares of Walmart Inc worth $480K as of Q1 2026.
Landmark Wealth Management (Illinois) left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up 0.18% of Landmark Wealth Management (Illinois)'s portfolio in Q1 2026, its #38 holding.
Landmark Wealth Management (Illinois) first reported a position in Walmart Inc in Q1 2024 and has held it in 9 quarters since.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Landmark Wealth Management (Illinois)'s 13F filing for Q1 2026, filed 22 Apr 2026.