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Nicholson Wealth Management Group’s Walmart Inc WMT Stock Holding History

Nicholson Wealth Management Group’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 		$2.47M Sell
19,846
-1,265
-6% -$155K 1.44% 10
2025
Q4 		$2.35M Buy
21,111
+357
+2% +$38.3K 1.38% 10
2025
Q3 		$2.14M Buy
20,754
+703
+4% +$70K 1.25% 15
2025
Q2 		$1.96M Buy
20,051
+486
+2% +$46.3K 1.21% 12
2025
Q1 		$1.72M Buy
19,565
+474
+2% +$44.5K 1.13% 27
2024
Q4 		$1.72M Buy
19,091
+2,264
+13% +$196K 1.15% 17
2024
Q3 		$1.36M Buy
+16,827
New +$1.24M 1.12% 20

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

Nicholson Wealth Management Group's WMT Position: Q1 2026 in Review

Nicholson Wealth Management Group reduced its Walmart Inc (WMT) stake by 6% in Q1 2026, selling an estimated $155K and leaving 19,846 shares worth $2.47M. The position accounts for 1.44% of the portfolio, ranked #10.

Nicholson Wealth Management Group first reported a position in WMT in Q3 2024 and has held it in 7 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Nicholson Wealth Management Group held 19,846 shares of Walmart Inc worth $2.47M as of Q1 2026.
  • Nicholson Wealth Management Group sold 1,265 Walmart Inc shares in Q1 2026, an estimated $155K.
  • Walmart Inc made up 1.44% of Nicholson Wealth Management Group's portfolio in Q1 2026, its #10 holding.
  • Nicholson Wealth Management Group first reported a position in Walmart Inc in Q3 2024 and has held it in 7 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.