PWS
WMT icon

Proactive Wealth Strategies’s Walmart Inc WMT Stock Holding History

Proactive 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 		$7.55M Buy
60,758
+33,931
+126% +$4.17M 1.42% 22
2025
Q4 		$2.99M Buy
26,827
+4,165
+18% +$447K 1.18% 27
2025
Q3 		$2.34M Buy
22,662
+1,772
+8% +$176K 1.01% 36
2025
Q2 		$2.04M Buy
20,890
+3,736
+22% +$356K 0.96% 36
2025
Q1 		$1.51M Buy
17,154
+733
+4% +$68.8K 0.8% 43
2024
Q4 		$1.48M Buy
+16,421
New +$1.42M 0.77% 41

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Proactive Wealth Strategies increased its Walmart Inc (WMT) stake by 126% in Q1 2026, buying an estimated $4.17M and bringing the position to 60,758 shares worth $7.55M. The position accounts for 1.42% of the portfolio, ranked #22.

Proactive Wealth Strategies first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,436 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Proactive Wealth Strategies held 60,758 shares of Walmart Inc worth $7.55M as of Q1 2026.
  • Proactive Wealth Strategies bought 33,931 Walmart Inc shares in Q1 2026, an estimated $4.17M.
  • Walmart Inc made up 1.42% of Proactive Wealth Strategies's portfolio in Q1 2026, its #22 holding.
  • Proactive Wealth Strategies first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • 4,436 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Proactive Wealth Strategies's 13F filing for Q1 2026, filed 29 Apr 2026.