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Madison Wealth Partners’s Walmart Inc WMT Stock Holding History

Madison 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 		$617K Buy
4,968
+2,240
+82% +$275K 0.1% 94
2025
Q4 		$304K Buy
+2,728
New +$293K 0.06% 145

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

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

Madison Wealth Partners increased its Walmart Inc (WMT) stake by 82% in Q1 2026, buying an estimated $275K and bringing the position to 4,968 shares worth $617K. The position accounts for 0.1% of the portfolio, ranked #94.

Madison Wealth Partners first reported a position in WMT in Q4 2025 and has held it in 2 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Madison Wealth Partners held 4,968 shares of Walmart Inc worth $617K as of Q1 2026.
  • Madison Wealth Partners bought 2,240 Walmart Inc shares in Q1 2026, an estimated $275K.
  • Walmart Inc made up 0.1% of Madison Wealth Partners's portfolio in Q1 2026, its #94 holding.
  • Madison Wealth Partners first reported a position in Walmart Inc in Q4 2025 and has held it in 2 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.