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NewEdge Wealth’s Walmart Inc WMT Stock Holding History

NewEdge Wealth’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 		$18.2M Sell
146,287
-34,234
-19% -$4.2M 0.22% 95
2025
Q4 		$20.1M Buy
180,521
+30,214
+20% +$3.24M 0.23% 88
2025
Q3 		$15.3M Buy
150,307
+2,146
+1% +$214K 0.22% 94
2025
Q2 		$15.3M Sell
148,161
-14,171
-9% -$1.35M 0.24% 90
2025
Q1 		$14.3M Buy
162,332
+10,141
+7% +$951K 0.26% 86
2024
Q4 		$13.8M Buy
152,191
+7,244
+5% +$629K 0.24% 101
2024
Q3 		$11.7M Buy
144,947
+47,468
+49% +$3.49M 0.21% 102
2024
Q2 		$6.6M Sell
97,479
-1,222
-1% -$77K 0.14% 132
2024
Q1 		$5.89M Buy
98,701
+8,068
+9% +$462K 0.13% 141
2023
Q4 		$4.76M Buy
90,633
+20,325
+29% +$1.08M 0.12% 146
2023
Q3 		$3.75M Buy
70,308
+61,908
+737% +$3.29M 0.12% 158
2023
Q2 		$440K Sell
8,400
-1,998
-19% -$101K 0.01% 471
2023
Q1 		$511K Buy
10,398
+3,642
+54% +$173K 0.02% 407
2022
Q4 		$319K Buy
6,756
+240
+4% +$11.4K 0.01% 438
2022
Q3 		$282K Buy
+6,516
New +$285K 0.01% 438

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

NewEdge Wealth's WMT Position: Q1 2026 in Review

NewEdge Wealth reduced its Walmart Inc (WMT) stake by 19% in Q1 2026, selling an estimated $4.2M and leaving 146,287 shares worth $18.2M. The position accounts for 0.22% of the portfolio, ranked #95.

NewEdge Wealth first reported a position in WMT in Q3 2022 and has held it in 15 quarters since. The position peaked at $20.1M in Q4 2025. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • NewEdge Wealth held 146,287 shares of Walmart Inc worth $18.2M as of Q1 2026.
  • NewEdge Wealth sold 34,234 Walmart Inc shares in Q1 2026, an estimated $4.2M.
  • Walmart Inc made up 0.22% of NewEdge Wealth's portfolio in Q1 2026, its #95 holding.
  • NewEdge Wealth first reported a position in Walmart Inc in Q3 2022 and has held it in 15 quarters since.
  • NewEdge Wealth's Walmart Inc position peaked at $20.1M in Q4 2025.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.