Navigoe Wealth Management’s Walmart Inc WMT Stock Holding History

Navigoe 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	$6K	Hold	51	–	–	﹤0.01%	136
2025 Q4	$5K	Hold	51	–	–	﹤0.01%	177
2025 Q3	$5K	Buy	+51	New	+$5.08K	﹤0.01%	179

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

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

Navigoe Wealth Management held its Walmart Inc (WMT) position steady in Q1 2026 at 51 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #136.

Navigoe Wealth Management first reported a position in WMT in Q3 2025 and has held it in 3 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Navigoe Wealth Management held 51 shares of Walmart Inc worth $6K as of Q1 2026.
Navigoe Wealth Management left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q1 2026, its #136 holding.
Navigoe Wealth Management first reported a position in Walmart Inc in Q3 2025 and has held it in 3 quarters since.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Navigoe Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.