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NFP Retirement Inc’s Walmart Inc WMT Stock Holding History

NFP Retirement Inc’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 		$2.41M Sell
19,356
-143
-0.7% -$17.6K 0.14% 93
2025
Q4 		$2.17M Sell
19,499
-537
-3% -$57.7K 0.13% 96
2025
Q3 		$2.06M Sell
20,036
-1,408
-7% -$140K 0.13% 93
2025
Q2 		$2.1M Buy
21,444
+8,022
+60% +$764K 0.14% 88
2025
Q1 		$1.18M Buy
13,422
+49
+0.4% +$4.6K 0.09% 110
2024
Q4 		$1.21M Buy
13,373
+856
+7% +$74.3K 0.1% 111
2024
Q3 		$1.01M Sell
12,517
-46
-0.4% -$3.38K 0.08% 119
2024
Q2 		$851K Sell
12,563
-86
-0.7% -$5.42K 0.07% 132
2024
Q1 		$761K Buy
12,649
+1,039
+9% +$59.4K 0.07% 138
2023
Q4 		$610K Buy
11,610
+288
+3% +$15.2K 0.1% 133
2023
Q3 		$604K Sell
11,322
-357
-3% -$19K 0.12% 132
2023
Q2 		$612K Buy
11,679
+369
+3% +$18.6K 0.11% 135
2023
Q1 		$556K Sell
11,310
-57
-0.5% -$2.71K 0.11% 145
2022
Q4 		$537K Sell
11,367
-3
-0% -$142 0.12% 140
2022
Q3 		$492K Sell
11,370
-207
-2% -$9.07K 0.12% 140
2022
Q2 		$469K Sell
11,577
-69
-0.6% -$3.18K 0.12% 140
2022
Q1 		$578K Buy
+11,646
New +$547K 0.14% 121
2021
Q3 		– Sell
-4,641
Closed -$218K – 144
2021
Q2 		$218K Buy
4,641
+57
+1% +$2.65K 0.08% 124
2021
Q1 		$207K Buy
+4,584
New +$212K 0.09% 117

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

NFP Retirement Inc's WMT Position: Q1 2026 in Review

NFP Retirement Inc reduced its Walmart Inc (WMT) stake by 0.73% in Q1 2026, selling an estimated $17.6K and leaving 19,356 shares worth $2.41M. The position accounts for 0.14% of the portfolio, ranked #93.

NFP Retirement Inc first reported a position in WMT in Q1 2021 and has held it in 19 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • NFP Retirement Inc held 19,356 shares of Walmart Inc worth $2.41M as of Q1 2026.
  • NFP Retirement Inc sold 143 Walmart Inc shares in Q1 2026, an estimated $17.6K.
  • Walmart Inc made up 0.14% of NFP Retirement Inc's portfolio in Q1 2026, its #93 holding.
  • NFP Retirement Inc first reported a position in Walmart Inc in Q1 2021 and has held it in 19 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.