RWMG
WMT icon

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
Q2 		– Sell
-5,325
Closed -$662K – 121
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Redwood Wealth Management Group's WMT Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 5,325 shares — an estimated $662K sold.

Redwood Wealth Management Group first reported a position in WMT in Q4 2022 and held it in 14 quarters. The position peaked at $662K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 5,325 Walmart Inc shares in Q2 2026, an estimated $662K.
  • Redwood Wealth Management Group first reported a position in Walmart Inc in Q4 2022 and held it in 14 quarters.
  • Redwood Wealth Management Group's Walmart Inc position peaked at $662K in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.