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Retirement Guys Formula’s Walmart Inc WMT Stock Holding History

Retirement Guys Formula’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 		$3.29M Buy
26,483
+8,341
+46% +$1.02M 1.51% 13
2025
Q4 		$2.02M Buy
18,142
+5,549
+44% +$596K 0.92% 34
2025
Q3 		$1.3M Buy
+12,593
New +$1.25M 0.46% 66
2025
Q2 		– Sell
-2,329
Closed -$221K – 155
2025
Q1 		$221K Sell
2,329
-27,996
-92% -$2.63M 0.11% 121
2024
Q4 		$2.74M Buy
30,325
+397
+1% +$34.5K 1.38% 13
2024
Q3 		$2.42M Buy
29,928
+1,136
+4% +$83.4K 1.12% 18
2024
Q2 		$1.95M Sell
28,792
-2,256
-7% -$142K 0.93% 28
2024
Q1 		$1.87M Buy
31,048
+21,667
+231% +$1.24M 0.91% 32
2023
Q4 		$493K Sell
9,381
-990
-10% -$52.4K 0.26% 88
2023
Q3 		$553K Sell
10,371
-12,078
-54% -$643K 0.38% 69
2023
Q2 		$1.18M Sell
22,449
-498
-2% -$25.1K 0.68% 36
2023
Q1 		$1.13M Buy
22,947
+891
+4% +$42.3K 0.81% 34
2022
Q4 		$1.04M Buy
22,056
+3,255
+17% +$155K 0.86% 28
2022
Q3 		$813K Buy
18,801
+11,289
+150% +$495K 0.86% 23
2022
Q2 		$304K Buy
7,512
+1,008
+15% +$46.5K 0.31% 99
2022
Q1 		$323K Sell
6,504
-3,255
-33% -$153K 0.22% 83
2021
Q4 		$471K Buy
+9,759
New +$466K 0.37% 58

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

Retirement Guys Formula's WMT Position: Q1 2026 in Review

Retirement Guys Formula increased its Walmart Inc (WMT) stake by 46% in Q1 2026, buying an estimated $1.02M and bringing the position to 26,483 shares worth $3.29M. The position accounts for 1.51% of the portfolio, ranked #13.

Retirement Guys Formula first reported a position in WMT in Q4 2021 and has held it in 17 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Retirement Guys Formula held 26,483 shares of Walmart Inc worth $3.29M as of Q1 2026.
  • Retirement Guys Formula bought 8,341 Walmart Inc shares in Q1 2026, an estimated $1.02M.
  • Walmart Inc made up 1.51% of Retirement Guys Formula's portfolio in Q1 2026, its #13 holding.
  • Retirement Guys Formula first reported a position in Walmart Inc in Q4 2021 and has held it in 17 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.