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Ridgecrest Wealth Partners’s Walmart Inc WMT Stock Holding History

Ridgecrest Wealth Partners’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 		$540K Sell
4,342
-75
-2% -$9.21K 0.3% 55
2025
Q4 		$492K Sell
4,417
-2,389
-35% -$257K 0.27% 57
2025
Q3 		$701K Hold
6,806
– – 0.32% 56
2025
Q2 		$665K Sell
6,806
-8
-0.1% -$762 0.35% 54
2025
Q1 		$598K Buy
6,814
+500
+8% +$46.9K 0.31% 55
2024
Q4 		$570K Sell
6,314
-2,100
-25% -$182K 0.31% 52
2024
Q3 		$679K Sell
8,414
-3
-0% -$220 0.35% 52
2024
Q2 		$570K Hold
8,417
– – 0.34% 53
2024
Q1 		$506K Buy
8,417
+50
+0.6% +$2.86K 0.3% 57
2023
Q4 		$440K Sell
8,367
-900
-10% -$47.6K 0.29% 59
2023
Q3 		$494K Buy
9,267
+27
+0.3% +$1.44K 0.35% 53
2023
Q2 		$484K Hold
9,240
– – 0.32% 55
2023
Q1 		$454K Hold
9,240
– – 0.32% 54
2022
Q4 		$437K Hold
9,240
– – 0.33% 55
2022
Q3 		$399K Hold
9,240
– – 0.33% 52
2022
Q2 		$374K Buy
9,240
+600
+7% +$27.7K 0.27% 62
2022
Q1 		$429K Sell
8,640
-300
-3% -$14.1K 0.27% 66
2021
Q4 		$431K Buy
8,940
+249
+3% +$11.9K 0.21% 82
2021
Q3 		$404K Hold
8,691
– – 0.22% 80
2021
Q2 		$409K Buy
8,691
+141
+2% +$6.57K 0.26% 71
2021
Q1 		$387K Buy
+8,550
New +$396K 0.37% 59

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

Ridgecrest Wealth Partners's WMT Position: Q1 2026 in Review

Ridgecrest Wealth Partners reduced its Walmart Inc (WMT) stake by 1.7% in Q1 2026, selling an estimated $9.21K and leaving 4,342 shares worth $540K. The position accounts for 0.3% of the portfolio, ranked #55.

Ridgecrest Wealth Partners first reported a position in WMT in Q1 2021 and has held it in 21 quarters since. The position peaked at $701K in Q3 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Ridgecrest Wealth Partners held 4,342 shares of Walmart Inc worth $540K as of Q1 2026.
  • Ridgecrest Wealth Partners sold 75 Walmart Inc shares in Q1 2026, an estimated $9.21K.
  • Walmart Inc made up 0.3% of Ridgecrest Wealth Partners's portfolio in Q1 2026, its #55 holding.
  • Ridgecrest Wealth Partners first reported a position in Walmart Inc in Q1 2021 and has held it in 21 quarters since.
  • Ridgecrest Wealth Partners's Walmart Inc position peaked at $701K in Q3 2025.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.