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

Private Wealth Management Group’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 		$134K Buy
1,080
+45
+4% +$5.53K 0.04% 113
2025
Q4 		$115K Sell
1,035
-7
-0.7% -$752 0.03% 115
2025
Q3 		$107K Buy
1,042
+21
+2% +$2.09K 0.03% 119
2025
Q2 		$99.8K Buy
1,021
+144
+16% +$13.7K 0.03% 119
2025
Q1 		$77K Sell
877
-132
-13% -$12.4K 0.03% 133
2024
Q4 		$91.2K Buy
1,009
+157
+18% +$13.6K 0.03% 117
2024
Q3 		$68.8K Hold
852
– – 0.03% 136
2024
Q2 		$57.7K Buy
852
+3
+0.4% +$189 0.03% 148
2024
Q1 		$51.1K Sell
849
-96
-10% -$5.49K 0.02% 153
2023
Q4 		$49.7K Buy
+945
New +$50K 0.02% 155

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 Management Group's WMT Position: Q1 2026 in Review

Private Wealth Management Group increased its Walmart Inc (WMT) stake by 4.3% in Q1 2026, buying an estimated $5.53K and bringing the position to 1,080 shares worth $134K. The position accounts for 0.04% of the portfolio, ranked #113.

Private Wealth Management Group 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.

  • Private Wealth Management Group held 1,080 shares of Walmart Inc worth $134K as of Q1 2026.
  • Private Wealth Management Group bought 45 Walmart Inc shares in Q1 2026, an estimated $5.53K.
  • Walmart Inc made up 0.04% of Private Wealth Management Group's portfolio in Q1 2026, its #113 holding.
  • Private Wealth Management Group 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 Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.