Precision Wealth Strategies’s Walmart Inc WMT Stock Holding History

Precision Wealth Strategies’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	$4.03M	Buy	32,444 +3,725	+13%	+$457K	1.34%	19
2025 Q4	$3.2M	Buy	28,719 +2,166	+8%	+$233K	1.04%	23
2025 Q3	$2.74M	Buy	26,553 +3,258	+14%	+$324K	0.89%	30
2025 Q2	$2.28M	Buy	23,295 +6,834	+42%	+$651K	0.74%	35
2025 Q1	$1.45M	Buy	16,461 +2,429	+17%	+$228K	1.1%	22
2024 Q4	$1.27M	Buy	+14,032	New	+$1.22M	0.98%	20
2021 Q3	–	Sell	-8,265	Closed	-$389K	–	138
2021 Q2	$389K	Buy	8,265 +2,466	+43%	+$115K	0.33%	55
2021 Q1	$263K	Buy	5,799 +825	+17%	+$38.2K	0.25%	66
2020 Q4	$239K	Buy	+4,974	New	+$242K	0.26%	48

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Precision Wealth Strategies's WMT Position: Q1 2026 in Review

Precision Wealth Strategies increased its Walmart Inc (WMT) stake by 13% in Q1 2026, buying an estimated $457K and bringing the position to 32,444 shares worth $4.03M. The position accounts for 1.34% of the portfolio, ranked #19.

Precision Wealth Strategies first reported a position in WMT in Q4 2020 and has held it in 9 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Precision Wealth Strategies held 32,444 shares of Walmart Inc worth $4.03M as of Q1 2026.
Precision Wealth Strategies bought 3,725 Walmart Inc shares in Q1 2026, an estimated $457K.
Walmart Inc made up 1.34% of Precision Wealth Strategies's portfolio in Q1 2026, its #19 holding.
Precision Wealth Strategies first reported a position in Walmart Inc in Q4 2020 and has held it in 9 quarters since.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Precision Wealth Strategies's 13F filing for Q1 2026, filed 6 May 2026.