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Petix & Botte Financial’s Walmart Inc WMT Stock Holding History

Petix & Botte Financial’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
-2,980
Closed -$332K – 144
2025
Q4 		$332K Buy
2,980
+34
+1% +$3.65K 0.08% 104
2025
Q3 		$304K Hold
2,946
– – 0.07% 107
2025
Q2 		$288K Hold
2,946
– – 0.07% 110
2025
Q1 		$259K Hold
2,946
– – 0.07% 109
2024
Q4 		$266K Hold
2,946
– – 0.07% 111
2024
Q3 		$238K Buy
+2,946
New +$216K 0.06% 113

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

Petix & Botte Financial's WMT Position: Q1 2026 in Review

Petix & Botte Financial sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 2,980 shares — an estimated $332K sold.

Petix & Botte Financial first reported a position in WMT in Q3 2024 and held it in 6 quarters. The position peaked at $332K in Q4 2025. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Petix & Botte Financial reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
  • Petix & Botte Financial sold 2,980 Walmart Inc shares in Q1 2026, an estimated $332K.
  • Petix & Botte Financial first reported a position in Walmart Inc in Q3 2024 and held it in 6 quarters.
  • Petix & Botte Financial's Walmart Inc position peaked at $332K in Q4 2025.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.