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Peterson Wealth Management’s Walmart Inc WMT Stock Holding History

Peterson 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 		$5.5M Buy
44,285
+1,362
+3% +$167K 3.19% 10
2025
Q4 		$4.78M Sell
42,923
-6,254
-13% -$671K 3.55% 8
2025
Q3 		$5.07M Buy
49,177
+1,947
+4% +$194K 3.51% 9
2025
Q2 		$4.62M Sell
47,230
-3,077
-6% -$293K 2.74% 14
2025
Q1 		$4.42M Buy
50,307
+1,715
+4% +$161K 2.97% 11
2024
Q4 		$4.39M Buy
48,592
+2,030
+4% +$176K 2.61% 14
2024
Q3 		$3.76M Sell
46,562
-12,629
-21% -$927K 2.4% 15
2024
Q2 		$4.01M Buy
59,191
+8,735
+17% +$550K 2.47% 16
2024
Q1 		$3.04M Buy
50,456
+12,953
+35% +$741K 2.19% 16
2023
Q4 		$1.97M Buy
37,503
+11,079
+42% +$586K 1.77% 19
2023
Q3 		$1.41M Buy
26,424
+8,826
+50% +$470K 1.16% 22
2023
Q2 		$922K Buy
17,598
+1,110
+7% +$56K 0.73% 38
2023
Q1 		$810K Buy
16,488
+5,001
+44% +$237K 0.78% 35
2022
Q4 		$543K Buy
11,487
+36
+0.3% +$1.71K 0.55% 39
2022
Q3 		$495K Buy
+11,451
New +$502K 0.46% 43
2022
Q2 		– Sell
-25,698
Closed -$1.28M – 59
2022
Q1 		$1.28M Sell
25,698
-10,986
-30% -$516K 0.86% 35
2021
Q4 		$1.77M Buy
36,684
+1,641
+5% +$78.3K 1.18% 31
2021
Q3 		$1.63M Buy
35,043
+612
+2% +$29.5K 1.26% 28
2021
Q2 		$1.62M Sell
34,431
-4,662
-12% -$217K 1.26% 29
2021
Q1 		$1.77M Buy
39,093
+11,322
+41% +$524K 1.5% 20
2020
Q4 		$1.33M Buy
27,771
+4,713
+20% +$229K 1.08% 24
2020
Q3 		$1.07M Buy
23,058
+7,935
+52% +$353K 0.95% 25
2020
Q2 		$604K Buy
15,123
+7,935
+110% +$326K 0.6% 29
2020
Q1 		$272K Buy
7,188
+1,557
+28% +$59.9K 0.33% 34
2019
Q4 		$218K Buy
+5,631
New +$224K 0.2% 41

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

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

Peterson Wealth Management increased its Walmart Inc (WMT) stake by 3.2% in Q1 2026, buying an estimated $167K and bringing the position to 44,285 shares worth $5.5M. The position accounts for 3.19% of the portfolio, ranked #10.

Peterson Wealth Management first reported a position in WMT in Q4 2019 and has held it in 25 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Peterson Wealth Management held 44,285 shares of Walmart Inc worth $5.5M as of Q1 2026.
  • Peterson Wealth Management bought 1,362 Walmart Inc shares in Q1 2026, an estimated $167K.
  • Walmart Inc made up 3.19% of Peterson Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Peterson Wealth Management first reported a position in Walmart Inc in Q4 2019 and has held it in 25 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.