RIS
WMT icon

Retirement Income Solutions’s Walmart Inc WMT Stock Holding History

Retirement Income Solutions’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 		$277K Hold
2,230
– – 0.05% 135
2025
Q4 		$248K Buy
2,230
+169
+8% +$18.1K 0.04% 146
2025
Q3 		$212K Hold
2,061
– – 0.04% 156
2025
Q2 		$202K Buy
+2,061
New +$196K 0.04% 155
2024
Q4 		– Sell
-2,961
Closed -$239K – 155
2024
Q3 		$239K Sell
2,961
-169
-5% -$12.4K 0.05% 126
2024
Q2 		$212K Sell
3,130
-244
-7% -$15.4K 0.05% 132
2024
Q1 		$203K Buy
+3,374
New +$193K 0.05% 150
2019
Q4 		– Sell
-5,895
Closed -$233K – 81
2019
Q3 		$233K Buy
+5,895
New +$222K 0.12% 64

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 Income Solutions's WMT Position: Q1 2026 in Review

Retirement Income Solutions held its Walmart Inc (WMT) position steady in Q1 2026 at 2,230 shares worth $277K. The position accounts for 0.05% of the portfolio, ranked #135.

Retirement Income Solutions first reported a position in WMT in Q3 2019 and has held it in 8 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Retirement Income Solutions held 2,230 shares of Walmart Inc worth $277K as of Q1 2026.
  • Retirement Income Solutions left its Walmart Inc share count unchanged in Q1 2026.
  • Walmart Inc made up 0.05% of Retirement Income Solutions's portfolio in Q1 2026, its #135 holding.
  • Retirement Income Solutions first reported a position in Walmart Inc in Q3 2019 and has held it in 8 quarters since.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Retirement Income Solutions's 13F filing for Q1 2026, filed 4 May 2026.