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Phillips Financial Management’s Walmart Inc WMT Stock Holding History

Phillips Financial 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 		$1.03M Sell
8,268
-160
-2% -$19.6K 0.07% 109
2025
Q4 		$939K Buy
8,428
+511
+6% +$54.9K 0.06% 115
2025
Q3 		$816K Buy
7,917
+439
+6% +$43.7K 0.05% 125
2025
Q2 		$731K Buy
7,478
+118
+2% +$11.2K 0.05% 123
2025
Q1 		$646K Buy
7,360
+214
+3% +$20.1K 0.05% 120
2024
Q4 		$646K Buy
7,146
+9
+0.1% +$781 0.05% 119
2024
Q3 		$576K Buy
7,137
+89
+1% +$6.54K 0.04% 131
2024
Q2 		$477K Buy
7,048
+589
+9% +$37.1K 0.04% 133
2024
Q1 		$389K Buy
6,459
+105
+2% +$6.01K 0.03% 140
2023
Q4 		$334K Buy
6,354
+432
+7% +$22.9K 0.03% 146
2023
Q3 		$316K Buy
5,922
+42
+0.7% +$2.23K 0.03% 146
2023
Q2 		$308K Buy
5,880
+75
+1% +$3.78K 0.03% 146
2023
Q1 		$285K Buy
5,805
+66
+1% +$3.13K 0.03% 147
2022
Q4 		$271K Buy
5,739
+243
+4% +$11.5K 0.03% 131
2022
Q3 		$238K Buy
+5,496
New +$241K 0.03% 135
2022
Q2 		– Sell
-5,088
Closed -$253K – 144
2022
Q1 		$253K Buy
+5,088
New +$239K 0.02% 130

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

Phillips Financial Management's WMT Position: Q1 2026 in Review

Phillips Financial Management reduced its Walmart Inc (WMT) stake by 1.9% in Q1 2026, selling an estimated $19.6K and leaving 8,268 shares worth $1.03M. The position accounts for 0.07% of the portfolio, ranked #109.

Phillips Financial Management first reported a position in WMT in Q1 2022 and has held it in 16 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Phillips Financial Management held 8,268 shares of Walmart Inc worth $1.03M as of Q1 2026.
  • Phillips Financial Management sold 160 Walmart Inc shares in Q1 2026, an estimated $19.6K.
  • Walmart Inc made up 0.07% of Phillips Financial Management's portfolio in Q1 2026, its #109 holding.
  • Phillips Financial Management first reported a position in Walmart Inc in Q1 2022 and has held it in 16 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.