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Personal CFO Solutions’s Walmart Inc WMT Stock Holding History

Personal CFO Solutions’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 		$1.97M Sell
15,851
-3,106
-16% -$381K 0.28% 62
2025
Q4 		$2.11M Buy
18,957
+1,404
+8% +$151K 0.34% 49
2025
Q3 		$1.81M Sell
17,553
-823
-4% -$81.9K 0.32% 58
2025
Q2 		$1.8M Sell
18,376
-369
-2% -$35.2K 0.33% 54
2025
Q1 		$1.65M Buy
18,745
+1,910
+11% +$179K 0.33% 58
2024
Q4 		$1.52M Sell
16,835
-370
-2% -$32.1K 0.3% 62
2024
Q3 		$1.39M Buy
17,205
+281
+2% +$20.6K 0.19% 96
2024
Q2 		$1.15M Sell
16,924
-36
-0.2% -$2.27K 0.18% 111
2024
Q1 		$1.02M Sell
16,960
-2,513
-13% -$144K 0.16% 124
2023
Q4 		$1.02M Buy
19,473
+1,635
+9% +$86.5K 0.18% 111
2023
Q3 		$951K Buy
17,838
+909
+5% +$48.4K 0.19% 104
2023
Q2 		$887K Buy
16,929
+600
+4% +$30.3K 0.18% 113
2023
Q1 		$803K Buy
16,329
+498
+3% +$23.6K 0.17% 115
2022
Q4 		$748K Buy
15,831
+1,287
+9% +$61.1K 0.16% 124
2022
Q3 		$629K Buy
14,544
+783
+6% +$34.3K 0.16% 127
2022
Q2 		$558K Buy
13,761
+465
+3% +$21.4K 0.13% 136
2022
Q1 		$660K Buy
13,296
+174
+1% +$8.17K 0.13% 150
2021
Q4 		$633K Buy
13,122
+423
+3% +$20.2K 0.12% 165
2021
Q3 		$590K Buy
12,699
+291
+2% +$14K 0.12% 165
2021
Q2 		$583K Buy
12,408
+2,082
+20% +$97K 0.12% 168
2021
Q1 		$468K Sell
10,326
-2,631
-20% -$122K 0.1% 191
2020
Q4 		$623K Buy
12,957
+717
+6% +$34.8K 0.15% 123
2020
Q3 		$1K Buy
12,240
+1,716
+16% +$76.3K 0.33% 125
2020
Q2 		$420K Buy
10,524
+4,302
+69% +$177K 0.12% 157
2020
Q1 		$236K Buy
+6,222
New +$239K 0.08% 209

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

Personal CFO Solutions's WMT Position: Q1 2026 in Review

Personal CFO Solutions reduced its Walmart Inc (WMT) stake by 16% in Q1 2026, selling an estimated $381K and leaving 15,851 shares worth $1.97M. The position accounts for 0.28% of the portfolio, ranked #62.

Personal CFO Solutions first reported a position in WMT in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.11M in Q4 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Personal CFO Solutions held 15,851 shares of Walmart Inc worth $1.97M as of Q1 2026.
  • Personal CFO Solutions sold 3,106 Walmart Inc shares in Q1 2026, an estimated $381K.
  • Walmart Inc made up 0.28% of Personal CFO Solutions's portfolio in Q1 2026, its #62 holding.
  • Personal CFO Solutions first reported a position in Walmart Inc in Q1 2020 and has held it in 25 quarters since.
  • Personal CFO Solutions's Walmart Inc position peaked at $2.11M in Q4 2025.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.