Retirement Solution’s Walmart Inc WMT Stock Holding History

Retirement Solution’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	–	Sell	-2,130	Closed	-$237K	–	70
2025 Q4	$237K	Buy	+2,130	New	+$229K	0.05%	47

Other funds holding WMT

BlackRock New York $5.72T 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Retirement Solution's WMT Position: Q1 2026 in Review

Retirement Solution sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 2,130 shares — an estimated $237K sold.

Retirement Solution first reported a position in WMT in Q4 2025 and held it in 1 quarter. The position peaked at $237K in Q4 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Retirement Solution reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
Retirement Solution sold 2,130 Walmart Inc shares in Q1 2026, an estimated $237K.
Retirement Solution first reported a position in Walmart Inc in Q4 2025 and held it in 1 quarter.
Retirement Solution's Walmart Inc position peaked at $237K in Q4 2025.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Retirement Solution's 13F filing for Q1 2026, filed 11 May 2026.