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Phoenix Financial’s Walmart Inc WMT Stock Holding History

Phoenix 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
2024
Q4 		– Sell
-14,200
Closed -$1.15K – 404
2024
Q3 		$1.15K Buy
+14,200
New +$1.04M ﹤0.01% 366

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

Phoenix Financial's WMT Position: Q1 2026 in Review

Phoenix Financial reduced its Walmart Inc (WMT) stake by 27% in Q1 2026, selling an estimated $4.54M and leaving 97,593 shares worth $12.2M. The position accounts for 0.12% of the portfolio, ranked #76.

Phoenix Financial first reported a position in WMT in Q1 2020 and has held it in 25 quarters since. The position peaked at $104M in Q1 2022. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Phoenix Financial held 97,593 shares of Walmart Inc worth $12.2M as of Q1 2026.
  • Phoenix Financial sold 36,979 Walmart Inc shares in Q1 2026, an estimated $4.54M.
  • Walmart Inc made up 0.12% of Phoenix Financial's portfolio in Q1 2026, its #76 holding.
  • Phoenix Financial first reported a position in Walmart Inc in Q1 2020 and has held it in 25 quarters since.
  • Phoenix Financial's Walmart Inc position peaked at $104M in Q1 2022.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.