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Liberty Wealth Management’s Walmart Inc WMT Stock Holding History

Liberty 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 		$863K Buy
6,945
+308
+5% +$37.8K 0.11% 107
2025
Q4 		$739K Buy
6,637
+43
+0.7% +$4.62K 0.1% 109
2025
Q3 		$680K Buy
6,594
+233
+4% +$23.2K 0.1% 110
2025
Q2 		$622K Buy
6,361
+9
+0.1% +$857 0.1% 109
2025
Q1 		$558K Sell
6,352
-127
-2% -$11.9K 0.11% 85
2024
Q4 		$585K Buy
6,479
+14
+0.2% +$1.22K 0.1% 106
2024
Q3 		$522K Sell
6,465
-47,773
-88% -$3.51M 0.09% 112
2024
Q2 		$346K Buy
54,238
+49,753
+1,109% +$3.13M 0.06% 138
2024
Q1 		$270K Buy
+4,485
New +$257K 0.05% 154
2023
Q3 		– Sell
-4,083
Closed -$214K – 198
2023
Q2 		$214K Sell
4,083
-22,509
-85% -$1.14M 0.05% 176
2023
Q1 		$1.26M Buy
+26,592
New +$1.26M 0.26% 61
2021
Q4 		– Sell
-2,385
Closed -$112K – 1107
2021
Q3 		$112K Buy
2,385
+114
+5% +$5.49K 0.04% 273
2021
Q2 		$107K Sell
2,271
-6
-0.3% -$279 0.04% 209
2021
Q1 		$105K Hold
2,277
– – 0.05% 175
2020
Q4 		$105K Sell
2,277
-408
-15% -$19.8K 0.05% 173
2020
Q3 		$125K Sell
2,685
-12
-0.4% -$534 0.07% 141
2020
Q2 		$108K Buy
2,697
+117
+5% +$4.81K 0.08% 141
2020
Q1 		$98K Sell
2,580
-183
-7% -$7.04K 0.09% 144
2019
Q4 		$109K Sell
2,763
-276
-9% -$11K 0.09% 151
2019
Q3 		$120K Buy
3,039
+561
+23% +$21.2K 0.11% 130
2019
Q2 		$91K Buy
2,478
+21
+0.9% +$724 0.08% 178
2019
Q1 		$79K Buy
2,457
+12
+0.5% +$389 0.06% 165
2018
Q4 		$76K Buy
+2,445
New +$78.4K 0.06% 152

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

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

Liberty Wealth Management increased its Walmart Inc (WMT) stake by 4.6% in Q1 2026, buying an estimated $37.8K and bringing the position to 6,945 shares worth $863K. The position accounts for 0.11% of the portfolio, ranked #107.

Liberty Wealth Management first reported a position in WMT in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.26M in Q1 2023. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Liberty Wealth Management held 6,945 shares of Walmart Inc worth $863K as of Q1 2026.
  • Liberty Wealth Management bought 308 Walmart Inc shares in Q1 2026, an estimated $37.8K.
  • Walmart Inc made up 0.11% of Liberty Wealth Management's portfolio in Q1 2026, its #107 holding.
  • Liberty Wealth Management first reported a position in Walmart Inc in Q4 2018 and has held it in 23 quarters since.
  • Liberty Wealth Management's Walmart Inc position peaked at $1.26M in Q1 2023.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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