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

Redwood 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 		$662K Sell
5,325
-195
-4% -$23.9K 0.29% 72
2025
Q4 		$615K Sell
5,520
-157
-3% -$16.9K 0.26% 81
2025
Q3 		$585K Sell
5,677
-370
-6% -$36.8K 0.25% 83
2025
Q2 		$591K Buy
6,047
+35
+0.6% +$3.33K 0.27% 84
2025
Q1 		$528K Buy
6,012
+1
+0% +$94 0.27% 83
2024
Q4 		$543K Sell
6,011
-18
-0.3% -$1.56K 0.26% 87
2024
Q3 		$487K Sell
6,029
-147
-2% -$10.8K 0.24% 92
2024
Q2 		$418K Buy
6,176
+30
+0.5% +$1.89K 0.31% 73
2024
Q1 		$370K Buy
6,146
+122
+2% +$6.98K 0.39% 81
2023
Q4 		$317K Sell
6,024
-90
-1% -$4.76K 0.35% 86
2023
Q3 		$326K Buy
6,114
+3
+0% +$160 0.38% 82
2023
Q2 		$320K Buy
6,111
+6
+0.1% +$303 0.36% 84
2023
Q1 		$300K Buy
6,105
+423
+7% +$20.1K 0.34% 87
2022
Q4 		$269K Buy
+5,682
New +$270K 0.34% 86

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 Wealth Management Group's WMT Position: Q1 2026 in Review

Redwood Wealth Management Group reduced its Walmart Inc (WMT) stake by 3.5% in Q1 2026, selling an estimated $23.9K and leaving 5,325 shares worth $662K. The position accounts for 0.29% of the portfolio, ranked #72.

Redwood Wealth Management Group first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Redwood Wealth Management Group held 5,325 shares of Walmart Inc worth $662K as of Q1 2026.
  • Redwood Wealth Management Group sold 195 Walmart Inc shares in Q1 2026, an estimated $23.9K.
  • Walmart Inc made up 0.29% of Redwood Wealth Management Group's portfolio in Q1 2026, its #72 holding.
  • Redwood Wealth Management Group first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.