MWM
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Modern Wealth Management’s Walmart Inc WMT Stock Holding History

Modern 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 		$10.4M Buy
83,316
+11,107
+15% +$1.36M 0.18% 133
2025
Q4 		$8.04M Buy
72,209
+3,532
+5% +$379K 0.15% 151
2025
Q3 		$7.08M Buy
68,677
+895
+1% +$89.1K 0.14% 152
2025
Q2 		$6.63M Buy
67,782
+5,580
+9% +$532K 0.16% 136
2025
Q1 		$5.46M Buy
62,202
+8,234
+15% +$772K 0.17% 115
2024
Q4 		$4.88M Buy
53,968
+14,355
+36% +$1.25M 0.18% 111
2024
Q3 		$3.2M Buy
39,613
+5,385
+16% +$395K 0.2% 86
2024
Q2 		$2.32M Buy
34,228
+5,737
+20% +$361K 0.17% 78
2024
Q1 		$1.71M Buy
28,491
+1,704
+6% +$97.5K 0.16% 84
2023
Q4 		$1.41M Buy
+26,787
New +$1.42M 0.18% 48

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

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

Modern Wealth Management increased its Walmart Inc (WMT) stake by 15% in Q1 2026, buying an estimated $1.36M and bringing the position to 83,316 shares worth $10.4M. The position accounts for 0.18% of the portfolio, ranked #133.

Modern Wealth Management first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Modern Wealth Management held 83,316 shares of Walmart Inc worth $10.4M as of Q1 2026.
  • Modern Wealth Management bought 11,107 Walmart Inc shares in Q1 2026, an estimated $1.36M.
  • Walmart Inc made up 0.18% of Modern Wealth Management's portfolio in Q1 2026, its #133 holding.
  • Modern Wealth Management first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.