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LeClair Wealth Partners’s Walmart Inc WMT Stock Holding History

LeClair Wealth Partners’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
-5,565
Closed -$620K – 195
2025
Q4 		$620K Buy
5,565
+66
+1% +$7.09K 0.36% 50
2025
Q3 		$567K Buy
5,499
+1,177
+27% +$117K 0.35% 44
2025
Q2 		$423K Buy
4,322
+23
+0.5% +$2.19K 0.29% 60
2025
Q1 		$377K Hold
4,299
– – 0.27% 66
2024
Q4 		$388K Buy
+4,299
New +$373K 0.26% 67

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

LeClair Wealth Partners's WMT Position: Q1 2026 in Review

LeClair Wealth Partners sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 5,565 shares — an estimated $620K sold.

LeClair Wealth Partners first reported a position in WMT in Q4 2024 and held it in 5 quarters. The position peaked at $620K in Q4 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • LeClair Wealth Partners reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
  • LeClair Wealth Partners sold 5,565 Walmart Inc shares in Q1 2026, an estimated $620K.
  • LeClair Wealth Partners first reported a position in Walmart Inc in Q4 2024 and held it in 5 quarters.
  • LeClair Wealth Partners's Walmart Inc position peaked at $620K in Q4 2025.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on LeClair Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.