R.H. Investment Group’s Walmart Inc WMT Stock Holding History

R.H. Investment 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	$8M	Sell	62,860 -504	-0.8%	-$61.9K	6.17%	1
2025 Q4	$7.06M	Sell	63,364 -850	-1%	-$91.3K	5.91%	3
2025 Q3	$6.62M	Sell	64,214 -580	-0.9%	-$57.7K	5.75%	3
2025 Q2	$6.34M	Sell	64,794 -2,130	-3%	-$203K	5.81%	3
2025 Q1	$5.88M	Sell	66,924 -1,250	-2%	-$117K	5.65%	4
2024 Q4	$6.16M	Buy	+68,174	New	+$5.92M	5.81%	2

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

R.H. Investment Group's WMT Position: Q1 2026 in Review

R.H. Investment Group reduced its Walmart Inc (WMT) stake by 0.8% in Q1 2026, selling an estimated $61.9K and leaving 62,860 shares worth $8M. The position accounts for 6.17% of the portfolio, ranked #1.

R.H. Investment Group first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

R.H. Investment Group held 62,860 shares of Walmart Inc worth $8M as of Q1 2026.
R.H. Investment Group sold 504 Walmart Inc shares in Q1 2026, an estimated $61.9K.
Walmart Inc made up 6.17% of R.H. Investment Group's portfolio in Q1 2026, its #1 holding.
R.H. Investment Group first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on R.H. Investment Group's 13F filing for Q1 2026, filed 14 Apr 2026.