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Power Wealth Management’s Walmart Inc WMT Stock Holding History

Power 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 		$823K Sell
6,619
-63
-0.9% -$7.74K 0.31% 49
2025
Q4 		$744K Sell
6,682
-196
-3% -$21K 0.26% 61
2025
Q3 		$709K Sell
6,878
-141
-2% -$14K 0.26% 61
2025
Q2 		$686K Sell
7,019
-242
-3% -$23.1K 0.26% 57
2025
Q1 		$637K Sell
7,261
-695
-9% -$65.2K 0.26% 61
2024
Q4 		$719K Sell
7,956
-165
-2% -$14.3K 0.3% 60
2024
Q3 		$656K Buy
8,121
+348
+4% +$25.6K 0.28% 61
2024
Q2 		$526K Sell
7,773
-3,696
-32% -$233K 0.25% 68
2024
Q1 		$690K Sell
11,469
-672
-6% -$38.5K 0.43% 52
2023
Q4 		$638K Buy
+12,141
New +$642K 0.44% 45

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

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

Power Wealth Management reduced its Walmart Inc (WMT) stake by 0.94% in Q1 2026, selling an estimated $7.74K and leaving 6,619 shares worth $823K. The position accounts for 0.31% of the portfolio, ranked #49.

Power Wealth Management first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Power Wealth Management held 6,619 shares of Walmart Inc worth $823K as of Q1 2026.
  • Power Wealth Management sold 63 Walmart Inc shares in Q1 2026, an estimated $7.74K.
  • Walmart Inc made up 0.31% of Power Wealth Management's portfolio in Q1 2026, its #49 holding.
  • Power Wealth Management first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Power Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.