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RZH
Relyea Zuckerberg Hanson’s
Walmart Inc
WMT
Stock Holding History
Relyea Zuckerberg Hanson’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
$2.15M
Sell
17,309
-1,025
-6%
-$126K
0.22%
69
2025
Q4
$2.04M
Buy
18,334
+987
+6%
+$106K
0.21%
74
2025
Q3
$1.79M
Sell
17,347
-506
-3%
-$50.4K
0.19%
75
2025
Q2
$1.75M
Buy
17,853
+2,010
+13%
+$192K
0.2%
72
2025
Q1
$1.39M
Buy
15,843
+55
+0.3%
+$5.16K
0.19%
75
2024
Q4
$1.43M
Buy
15,788
+1,034
+7%
+$89.7K
0.19%
76
2024
Q3
$1.19M
Buy
14,754
+353
+2%
+$25.9K
0.18%
76
2024
Q2
$975K
Buy
14,401
+1,069
+8%
+$67.3K
0.16%
79
2024
Q1
$802K
Buy
13,332
+180
+1%
+$10.3K
0.14%
83
2023
Q4
$691K
Buy
13,152
+2,637
+25%
+$140K
0.13%
92
2023
Q3
$561K
Buy
10,515
+129
+1%
+$6.87K
0.13%
97
2023
Q2
$544K
Buy
10,386
+1,116
+12%
+$56.3K
0.12%
104
2023
Q1
$456K
Buy
9,270
+156
+2%
+$7.4K
0.11%
111
2022
Q4
$431K
Buy
9,114
+1,518
+20%
+$72.1K
0.12%
110
2022
Q3
$328K
Buy
7,596
+2,517
+50%
+$110K
0.12%
110
2022
Q2
$206K
Sell
5,079
-1,281
-20%
-$59.1K
0.08%
136
2022
Q1
$333K
Sell
6,360
-30
-0.5%
-$1.41K
0.11%
122
2021
Q4
$299K
Buy
6,390
+729
+13%
+$34.8K
0.11%
125
2021
Q3
$263K
Buy
5,661
+972
+21%
+$46.8K
0.1%
124
2021
Q2
$220K
Buy
+4,689
New
+$218K
0.09%
123
Other funds holding WMT
BlackRock
New York
$5.7T 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
JP Morgan Chase
New York
$1.47T 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
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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