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Money Concepts Capital’s Walmart Inc WMT Stock Holding History

Money Concepts Capital’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 		$8.45M Buy
68,029
+4,645
+7% +$570K 0.47% 47
2025
Q4 		$7.06M Buy
63,384
+3,453
+6% +$371K 0.4% 50
2025
Q3 		$6.18M Buy
59,931
+13,938
+30% +$1.39M 0.38% 54
2025
Q2 		$4.5M Buy
45,993
+4,510
+11% +$430K 0.3% 71
2025
Q1 		$3.64M Buy
41,483
+10,479
+34% +$983K 0.27% 82
2024
Q4 		$2.8M Buy
31,004
+363
+1% +$31.5K 0.21% 108
2024
Q3 		$2.47M Buy
30,641
+102
+0.3% +$7.49K 0.19% 122
2024
Q2 		$2.07M Buy
30,539
+580
+2% +$36.5K 0.17% 134
2024
Q1 		$1.8M Buy
29,959
+1,468
+5% +$84K 0.17% 154
2023
Q4 		$1.5M Sell
28,491
-22,110
-44% -$1.17M 0.14% 170
2023
Q3 		$2.7M Buy
50,601
+21,240
+72% +$1.13M 0.28% 103
2023
Q2 		$1.54M Sell
29,361
-52,581
-64% -$2.65M 0.16% 155
2023
Q1 		$4.06M Sell
81,942
-77,700
-49% -$3.69M 0.23% 88
2022
Q4 		$7.55M Buy
159,642
+83,934
+111% +$3.99M 0.34% 62
2022
Q3 		$3.27M Buy
75,708
+47,901
+172% +$2.1M 0.19% 99
2022
Q2 		$1.14M Sell
27,807
-63,816
-70% -$2.94M 0.1% 193
2022
Q1 		$4.55M Buy
91,623
+62,502
+215% +$2.93M 0.26% 81
2021
Q4 		$1.41M Buy
+29,121
New +$1.39M 0.12% 173
2021
Q1 		$1.19M Buy
26,328
+1,200
+5% +$55.6K 0.1% 197
2020
Q4 		$1.21M Buy
+25,128
New +$1.22M 0.11% 163

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

Money Concepts Capital's WMT Position: Q1 2026 in Review

Money Concepts Capital increased its Walmart Inc (WMT) stake by 7.3% in Q1 2026, buying an estimated $570K and bringing the position to 68,029 shares worth $8.45M. The position accounts for 0.47% of the portfolio, ranked #47.

Money Concepts Capital first reported a position in WMT in Q4 2020 and has held it in 20 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Money Concepts Capital held 68,029 shares of Walmart Inc worth $8.45M as of Q1 2026.
  • Money Concepts Capital bought 4,645 Walmart Inc shares in Q1 2026, an estimated $570K.
  • Walmart Inc made up 0.47% of Money Concepts Capital's portfolio in Q1 2026, its #47 holding.
  • Money Concepts Capital first reported a position in Walmart Inc in Q4 2020 and has held it in 20 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.