RF&L Wealth Management’s Walmart Inc WMT Stock Holding History

RF&L Wealth Management’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	-29,509	Closed	-$3.29M	–	61
2025 Q4	$3.29M	Buy	29,509 +55	+0.2%	+$5.91K	1.84%	22
2025 Q3	$3.04M	Buy	29,454 +54	+0.2%	+$5.38K	1.78%	21
2025 Q2	$2.87M	Hold	29,400	–	–	1.85%	21
2025 Q1	$2.58M	Hold	29,400	–	–	1.85%	20
2024 Q4	$2.66M	Hold	29,400	–	–	1.88%	19
2024 Q3	$2.37M	Hold	29,400	–	–	1.68%	20
2024 Q2	$1.99M	Hold	29,400	–	–	1.51%	20
2024 Q1	$1.77M	Hold	29,400	–	–	1.36%	20
2023 Q4	$1.54M	Buy	29,400 +3,600	+14%	+$190K	1.28%	21
2023 Q3	$1.38M	Hold	25,800	–	–	1.28%	21
2023 Q2	$1.35M	Hold	25,800	–	–	1.23%	21
2023 Q1	$1.27M	Hold	25,800	–	–	1.23%	21
2022 Q4	$1.22M	Buy	+25,800	New	+$1.23M	1.26%	19

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

RF&L Wealth Management's WMT Position: Q1 2026 in Review

RF&L Wealth Management sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 29,509 shares — an estimated $3.29M sold.

RF&L Wealth Management first reported a position in WMT in Q4 2022 and held it in 13 quarters. The position peaked at $3.29M in Q4 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

RF&L Wealth Management reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
RF&L Wealth Management sold 29,509 Walmart Inc shares in Q1 2026, an estimated $3.29M.
RF&L Wealth Management first reported a position in Walmart Inc in Q4 2022 and held it in 13 quarters.
RF&L Wealth Management's Walmart Inc position peaked at $3.29M in Q4 2025.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on RF&L Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.