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Momentous Wealth Management’s Walmart Inc WMT Stock Holding History

Momentous 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 		$263K Sell
2,117
-343
-14% -$42.1K 0.15% 34
2025
Q4 		$274K Buy
2,460
+48
+2% +$5.15K 0.16% 35
2025
Q3 		$249K Sell
2,412
-194
-7% -$19.3K 0.16% 33
2025
Q2 		$255K Sell
2,606
-40
-2% -$3.81K 0.16% 34
2025
Q1 		$232K Buy
2,646
+217
+9% +$20.4K 0.16% 38
2024
Q4 		$219K Buy
+2,429
New +$211K 0.18% 34

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

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

Momentous Wealth Management reduced its Walmart Inc (WMT) stake by 14% in Q1 2026, selling an estimated $42.1K and leaving 2,117 shares worth $263K. The position accounts for 0.15% of the portfolio, ranked #34.

Momentous Wealth Management first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $274K in Q4 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Momentous Wealth Management held 2,117 shares of Walmart Inc worth $263K as of Q1 2026.
  • Momentous Wealth Management sold 343 Walmart Inc shares in Q1 2026, an estimated $42.1K.
  • Walmart Inc made up 0.15% of Momentous Wealth Management's portfolio in Q1 2026, its #34 holding.
  • Momentous Wealth Management first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • Momentous Wealth Management's Walmart Inc position peaked at $274K in Q4 2025.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Momentous Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.