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Principle Wealth Partners’s Walmart Inc WMT Stock Holding History

Principle Wealth Partners’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 		$4.34M Sell
34,947
-238
-0.7% -$29.2K 0.25% 82
2025
Q4 		$3.92M Buy
35,185
+15,934
+83% +$1.71M 0.22% 83
2025
Q3 		$1.98M Sell
19,251
-1,307
-6% -$130K 0.12% 117
2025
Q2 		$2.01M Buy
20,558
+2,418
+13% +$230K 0.13% 120
2025
Q1 		$1.59M Hold
18,140
– – 0.11% 131
2024
Q4 		$1.64M Sell
18,140
-203
-1% -$17.6K 0.12% 131
2024
Q3 		$1.48M Sell
18,343
-602
-3% -$44.2K 0.1% 134
2024
Q2 		$1.28M Buy
18,945
+258
+1% +$16.2K 0.1% 138
2024
Q1 		$1.12M Buy
18,687
+132
+0.7% +$7.55K 0.09% 148
2023
Q4 		$975K Hold
18,555
– – 0.08% 159
2023
Q3 		$989K Buy
18,555
+159
+0.9% +$8.46K 0.1% 146
2023
Q2 		$964K Buy
18,396
+1,560
+9% +$78.7K 0.1% 145
2023
Q1 		$827K Hold
16,836
– – 0.09% 152
2022
Q4 		$796K Buy
16,836
+24
+0.1% +$1.14K 0.09% 150
2022
Q3 		$727 Sell
16,812
-2,124
-11% -$93K 0.07% 147
2022
Q2 		$767K Sell
18,936
-2,013
-10% -$92.8K 0.09% 159
2022
Q1 		$1.04M Sell
20,949
-840
-4% -$39.4K 0.11% 134
2021
Q4 		$1.05M Sell
21,789
-336
-2% -$16K 0.11% 134
2021
Q3 		$1.03M Sell
22,125
-117
-0.5% -$5.64K 0.12% 126
2021
Q2 		$1.04M Buy
22,242
+1,119
+5% +$52.1K 0.12% 127
2021
Q1 		$956K Buy
21,123
+3,828
+22% +$177K 0.11% 126
2020
Q4 		$831K Buy
+17,295
New +$840K 0.11% 132
2020
Q3 		– Sell
-2,061
Closed -$82K – 436
2020
Q2 		$82K Buy
+2,061
New +$84.8K 0.02% 234

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

Principle Wealth Partners's WMT Position: Q1 2026 in Review

Principle Wealth Partners reduced its Walmart Inc (WMT) stake by 0.68% in Q1 2026, selling an estimated $29.2K and leaving 34,947 shares worth $4.34M. The position accounts for 0.25% of the portfolio, ranked #82.

Principle Wealth Partners first reported a position in WMT in Q2 2020 and has held it in 23 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Principle Wealth Partners held 34,947 shares of Walmart Inc worth $4.34M as of Q1 2026.
  • Principle Wealth Partners sold 238 Walmart Inc shares in Q1 2026, an estimated $29.2K.
  • Walmart Inc made up 0.25% of Principle Wealth Partners's portfolio in Q1 2026, its #82 holding.
  • Principle Wealth Partners first reported a position in Walmart Inc in Q2 2020 and has held it in 23 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.