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Moran Wealth Management’s Walmart Inc WMT Stock Holding History

Moran 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 		$20M Sell
161,231
-2,089
-1% -$256K 0.61% 40
2025
Q4 		$18.2M Buy
163,320
+2,656
+2% +$285K 0.56% 47
2025
Q3 		$16.6M Buy
160,664
+2,816
+2% +$280K 0.5% 59
2025
Q2 		$15.4M Sell
157,848
-3,335
-2% -$318K 0.48% 60
2025
Q1 		$14.2M Sell
161,183
-232
-0.1% -$21.8K 0.48% 68
2024
Q4 		$14.6M Buy
161,415
+260
+0.2% +$22.6K 0.47% 75
2024
Q3 		$13M Sell
161,155
-5,640
-3% -$414K 0.4% 87
2024
Q2 		$11.3M Buy
166,795
+1,166
+0.7% +$73.4K 0.37% 89
2024
Q1 		$9.97M Sell
165,629
-3,049
-2% -$174K 0.32% 105
2023
Q4 		$8.86M Sell
168,678
-4,326
-3% -$229K 0.32% 106
2023
Q3 		$9.22M Sell
173,004
-7,386
-4% -$393K 0.36% 104
2023
Q2 		$9.45M Sell
180,390
-15,060
-8% -$760K 0.35% 102
2023
Q1 		$9.61M Sell
195,450
-3,300
-2% -$157K 0.36% 102
2022
Q4 		$9.39M Buy
+198,750
New +$9.44M 0.36% 94

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

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

Moran Wealth Management reduced its Walmart Inc (WMT) stake by 1.3% in Q1 2026, selling an estimated $256K and leaving 161,231 shares worth $20M. The position accounts for 0.61% of the portfolio, ranked #40.

Moran Wealth Management first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Moran Wealth Management held 161,231 shares of Walmart Inc worth $20M as of Q1 2026.
  • Moran Wealth Management sold 2,089 Walmart Inc shares in Q1 2026, an estimated $256K.
  • Walmart Inc made up 0.61% of Moran Wealth Management's portfolio in Q1 2026, its #40 holding.
  • Moran Wealth Management first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.