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McCarter Private Wealth Services’s Walmart Inc WMT Stock Holding History

McCarter Private Wealth Services’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 		$481K Hold
3,870
– – 0.21% 96
2025
Q4 		$431K Buy
3,870
+45
+1% +$4.83K 0.19% 101
2025
Q3 		$394K Hold
3,825
– – 0.2% 92
2025
Q2 		$374K Hold
3,825
– – 0.21% 84
2025
Q1 		$336K Hold
3,825
– – 0.22% 76
2024
Q4 		$346K Hold
3,825
– – 0.22% 75
2024
Q3 		$309K Buy
+3,825
New +$281K 0.2% 81

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

McCarter Private Wealth Services's WMT Position: Q1 2026 in Review

McCarter Private Wealth Services held its Walmart Inc (WMT) position steady in Q1 2026 at 3,870 shares worth $481K. The position accounts for 0.21% of the portfolio, ranked #96.

McCarter Private Wealth Services first reported a position in WMT in Q3 2024 and has held it in 7 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • McCarter Private Wealth Services held 3,870 shares of Walmart Inc worth $481K as of Q1 2026.
  • McCarter Private Wealth Services left its Walmart Inc share count unchanged in Q1 2026.
  • Walmart Inc made up 0.21% of McCarter Private Wealth Services's portfolio in Q1 2026, its #96 holding.
  • McCarter Private Wealth Services first reported a position in Walmart Inc in Q3 2024 and has held it in 7 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.