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Leo Wealth LLC’s Walmart Inc WMT Stock Holding History

Leo Wealth LLC’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 		$3.9M Sell
31,404
-1,510
-5% -$185K 0.28% 75
2025
Q4 		$3.67M Buy
32,914
+19,712
+149% +$2.12M 0.27% 68
2025
Q3 		$1.36M Sell
13,202
-11,123
-46% -$1.11M 0.18% 106
2025
Q2 		$2.38M Buy
24,325
+18,569
+323% +$1.77M 0.18% 99
2025
Q1 		$505K Sell
5,756
-16,699
-74% -$1.57M 0.07% 175
2024
Q4 		$2.03M Buy
22,455
+745
+3% +$64.6K 0.18% 102
2024
Q3 		$1.75M Sell
21,710
-5,416
-20% -$398K 0.16% 103
2024
Q2 		$1.83M Sell
27,126
-1,430
-5% -$90.1K 0.19% 97
2024
Q1 		$1.71M Sell
28,556
-45,169
-61% -$2.58M 0.18% 99
2023
Q4 		$1.63M Buy
+73,725
New +$3.9M 0.17% 95

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

Leo Wealth LLC's WMT Position: Q1 2026 in Review

Leo Wealth LLC reduced its Walmart Inc (WMT) stake by 4.6% in Q1 2026, selling an estimated $185K and leaving 31,404 shares worth $3.9M. The position accounts for 0.28% of the portfolio, ranked #75.

Leo Wealth LLC first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Leo Wealth LLC held 31,404 shares of Walmart Inc worth $3.9M as of Q1 2026.
  • Leo Wealth LLC sold 1,510 Walmart Inc shares in Q1 2026, an estimated $185K.
  • Walmart Inc made up 0.28% of Leo Wealth LLC's portfolio in Q1 2026, its #75 holding.
  • Leo Wealth LLC first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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