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Private Wealth Asset Management’s Walmart Inc WMT Stock Holding History

Private Wealth Asset 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 		$4.04M Sell
32,527
-177
-0.5% -$21.7K 0.43% 47
2025
Q4 		$3.64M Buy
32,704
+500
+2% +$53.7K 0.4% 47
2025
Q3 		$3.32M Sell
32,204
-5,571
-15% -$555K 0.39% 48
2025
Q2 		$3.69M Sell
37,775
-5,919
-14% -$564K 0.49% 40
2025
Q1 		$3.84M Buy
+43,694
New +$4.1M 0.55% 39

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

Private Wealth Asset Management's WMT Position: Q1 2026 in Review

Private Wealth Asset Management reduced its Walmart Inc (WMT) stake by 0.54% in Q1 2026, selling an estimated $21.7K and leaving 32,527 shares worth $4.04M. The position accounts for 0.43% of the portfolio, ranked #47.

Private Wealth Asset Management first reported a position in WMT in Q1 2025 and has held it in 5 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Private Wealth Asset Management held 32,527 shares of Walmart Inc worth $4.04M as of Q1 2026.
  • Private Wealth Asset Management sold 177 Walmart Inc shares in Q1 2026, an estimated $21.7K.
  • Walmart Inc made up 0.43% of Private Wealth Asset Management's portfolio in Q1 2026, its #47 holding.
  • Private Wealth Asset Management first reported a position in Walmart Inc in Q1 2025 and has held it in 5 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.