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Redwood Financial Network’s Walmart Inc WMT Stock Holding History

Redwood Financial Network’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 		$370K Sell
2,981
-1,883
-39% -$231K 0.24% 115
2025
Q4 		$542K Sell
4,864
-360
-7% -$38.7K 0.35% 88
2025
Q3 		$538K Sell
5,224
-32
-0.6% -$3.19K 0.34% 91
2025
Q2 		$514K Buy
5,256
+392
+8% +$37.3K 0.35% 90
2025
Q1 		$427K Sell
4,864
-131
-3% -$12.3K 0.33% 97
2024
Q4 		$451K Sell
4,995
-95
-2% -$8.24K 0.34% 90
2024
Q3 		$411K Sell
5,090
-421
-8% -$30.9K 0.32% 98
2024
Q2 		$373K Buy
5,511
+7
+0.1% +$441 0.31% 99
2024
Q1 		$331K Buy
5,504
+5
+0.1% +$286 0.29% 106
2023
Q4 		$289K Sell
5,499
-84
-2% -$4.45K 0.28% 110
2023
Q3 		$298K Sell
5,583
-399
-7% -$21.2K 0.32% 101
2023
Q2 		$313K Sell
5,982
-57
-0.9% -$2.88K 0.29% 104
2023
Q1 		$297K Buy
6,039
+51
+0.9% +$2.42K 0.3% 102
2022
Q4 		$283K Buy
5,988
+1,008
+20% +$47.9K 0.32% 99
2022
Q3 		$215K Sell
4,980
-477
-9% -$20.9K 0.25% 119
2022
Q2 		$221K Buy
5,457
+786
+17% +$36.2K 0.24% 121
2022
Q1 		$232K Buy
+4,671
New +$219K 0.22% 134

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

Redwood Financial Network's WMT Position: Q1 2026 in Review

Redwood Financial Network reduced its Walmart Inc (WMT) stake by 39% in Q1 2026, selling an estimated $231K and leaving 2,981 shares worth $370K. The position accounts for 0.24% of the portfolio, ranked #115.

Redwood Financial Network first reported a position in WMT in Q1 2022 and has held it in 17 quarters since. The position peaked at $542K in Q4 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Redwood Financial Network held 2,981 shares of Walmart Inc worth $370K as of Q1 2026.
  • Redwood Financial Network sold 1,883 Walmart Inc shares in Q1 2026, an estimated $231K.
  • Walmart Inc made up 0.24% of Redwood Financial Network's portfolio in Q1 2026, its #115 holding.
  • Redwood Financial Network first reported a position in Walmart Inc in Q1 2022 and has held it in 17 quarters since.
  • Redwood Financial Network's Walmart Inc position peaked at $542K in Q4 2025.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.