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Opes Wealth Management’s Walmart Inc WMT Stock Holding History

Opes 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 		$273K Sell
2,200
-42
-2% -$5.16K 0.04% 120
2025
Q4 		$250K Sell
2,242
-315
-12% -$33.8K 0.04% 134
2025
Q3 		$264K Sell
2,557
-18,501
-88% -$1.84M 0.05% 128
2025
Q2 		$2.06M Buy
21,058
+17,625
+513% +$1.68M 0.37% 51
2025
Q1 		$301K Buy
3,433
+390
+13% +$36.6K 0.06% 116
2024
Q4 		$275K Buy
3,043
+223
+8% +$19.4K 0.06% 116
2024
Q3 		$228K Sell
2,820
-492
-15% -$36.1K 0.04% 125
2024
Q2 		$224K Buy
+3,312
New +$209K 0.05% 125

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

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

Opes Wealth Management reduced its Walmart Inc (WMT) stake by 1.9% in Q1 2026, selling an estimated $5.16K and leaving 2,200 shares worth $273K. The position accounts for 0.04% of the portfolio, ranked #120.

Opes Wealth Management first reported a position in WMT in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.06M in Q2 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Opes Wealth Management held 2,200 shares of Walmart Inc worth $273K as of Q1 2026.
  • Opes Wealth Management sold 42 Walmart Inc shares in Q1 2026, an estimated $5.16K.
  • Walmart Inc made up 0.04% of Opes Wealth Management's portfolio in Q1 2026, its #120 holding.
  • Opes Wealth Management first reported a position in Walmart Inc in Q2 2024 and has held it in 8 quarters since.
  • Opes Wealth Management's Walmart Inc position peaked at $2.06M in Q2 2025.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.