Measured Wealth Private Client Group’s Walmart Inc WMT Stock Holding History

Measured Wealth Private Client Group’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	$73.9K	Hold	594	–	–	0.02%	255
2025 Q4	$66.2K	Hold	594	–	–	0.02%	285
2025 Q3	$61.3K	Buy	+594	New	+$59.1K	0.02%	280
2020 Q4	–	Sell	-7,959	Closed	-$371K	–	145
2020 Q3	$371K	Sell	7,959 -192	-2%	-$8.54K	0.18%	71
2020 Q2	$325K	Buy	8,151 +810	+11%	+$33.3K	0.19%	72
2020 Q1	$278K	Sell	7,341 -75	-1%	-$2.88K	0.22%	67
2019 Q4	$294K	Sell	7,416 -1,008	-12%	-$40K	0.2%	73
2019 Q3	$333K	Sell	8,424 -7,602	-47%	-$287K	0.22%	74
2019 Q2	$590K	Sell	16,026 -1,701	-10%	-$58.6K	0.34%	54
2019 Q1	$576K	Buy	17,727 +10,530	+146%	+$341K	0.36%	57
2018 Q4	$223K	Sell	7,197 -2,979	-29%	-$95.5K	0.2%	89
2018 Q3	$318K	Sell	10,176 -3,780	-27%	-$116K	0.19%	102
2018 Q2	$398K	Buy	+13,956	New	+$397K	0.32%	62

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Measured Wealth Private Client Group's WMT Position: Q1 2026 in Review

Measured Wealth Private Client Group held its Walmart Inc (WMT) position steady in Q1 2026 at 594 shares worth $73.9K. The position accounts for 0.02% of the portfolio, ranked #255.

Measured Wealth Private Client Group first reported a position in WMT in Q2 2018 and has held it in 13 quarters since. The position peaked at $590K in Q2 2019. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Measured Wealth Private Client Group held 594 shares of Walmart Inc worth $73.9K as of Q1 2026.
Measured Wealth Private Client Group left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up 0.02% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #255 holding.
Measured Wealth Private Client Group first reported a position in Walmart Inc in Q2 2018 and has held it in 13 quarters since.
Measured Wealth Private Client Group's Walmart Inc position peaked at $590K in Q2 2019.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.