Paul R. Ried Financial Group’s Walmart Inc WMT Stock Holding History

Paul R. Ried Financial 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	–	Sell	-1,947	Closed	-$217K	–	44
2025 Q4	$217K	Buy	+1,947	New	+$209K	0.1%	37

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Paul R. Ried Financial Group's WMT Position: Q1 2026 in Review

Paul R. Ried Financial Group sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 1,947 shares — an estimated $217K sold.

Paul R. Ried Financial Group first reported a position in WMT in Q4 2025 and held it in 1 quarter. The position peaked at $217K in Q4 2025. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Paul R. Ried Financial Group reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
Paul R. Ried Financial Group sold 1,947 Walmart Inc shares in Q1 2026, an estimated $217K.
Paul R. Ried Financial Group first reported a position in Walmart Inc in Q4 2025 and held it in 1 quarter.
Paul R. Ried Financial Group's Walmart Inc position peaked at $217K in Q4 2025.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Paul R. Ried Financial Group's 13F filing for Q1 2026, filed 7 May 2026.