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Palacios Wealth Management’s Walmart Inc WMT Stock Holding History

Palacios 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 		$693K Sell
5,252
-1,065
-17% -$131K 0.43% 32
2025
Q4 		$704K Sell
6,317
-100
-2% -$10.7K 0.54% 31
2025
Q3 		$661K Sell
6,417
-915
-12% -$91.1K 0.44% 36
2025
Q2 		$717K Buy
7,332
+1,750
+31% +$167K 0.59% 30
2025
Q1 		$490K Sell
5,582
-63
-1% -$5.91K 0.36% 36
2024
Q4 		$516K Buy
+5,645
New +$490K 0.56% 35

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

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

Palacios Wealth Management reduced its Walmart Inc (WMT) stake by 17% in Q1 2026, selling an estimated $131K and leaving 5,252 shares worth $693K. The position accounts for 0.43% of the portfolio, ranked #32.

Palacios Wealth Management first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $717K in Q2 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Palacios Wealth Management held 5,252 shares of Walmart Inc worth $693K as of Q1 2026.
  • Palacios Wealth Management sold 1,065 Walmart Inc shares in Q1 2026, an estimated $131K.
  • Walmart Inc made up 0.43% of Palacios Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Palacios Wealth Management first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • Palacios Wealth Management's Walmart Inc position peaked at $717K in Q2 2025.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Palacios Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.