Ridgepath Capital Management’s Walmart Inc WMT Stock Holding History

Ridgepath Capital 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	$2.74M	Buy	22,007 +38	+0.2%	+$4.67K	1.36%	17
2025 Q4	$2.26M	Hold	21,969	–	–	1.04%	15
2025 Q3	$2.26M	Buy	21,969 +44	+0.2%	+$4.38K	0.97%	17
2025 Q2	$2.14M	Sell	21,925 -48,611	-69%	-$4.63M	0.99%	15
2025 Q1	$6.19M	Buy	70,536 +32,541	+86%	+$3.05M	2.98%	8
2024 Q4	$3.43M	Buy	37,995 +8,666	+30%	+$752K	1.58%	14
2024 Q3	$2.37M	Buy	29,329 +7,447	+34%	+$547K	1.89%	15
2024 Q2	$1.48M	Buy	21,882 +7,776	+55%	+$490K	1.45%	14
2024 Q1	$849K	Buy	+14,106	New	+$807K	0.96%	20

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

Ridgepath Capital Management's WMT Position: Q1 2026 in Review

Ridgepath Capital Management increased its Walmart Inc (WMT) stake by 0.17% in Q1 2026, buying an estimated $4.67K and bringing the position to 22,007 shares worth $2.74M. The position accounts for 1.36% of the portfolio, ranked #17.

Ridgepath Capital Management first reported a position in WMT in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.19M in Q1 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Ridgepath Capital Management held 22,007 shares of Walmart Inc worth $2.74M as of Q1 2026.
Ridgepath Capital Management bought 38 Walmart Inc shares in Q1 2026, an estimated $4.67K.
Walmart Inc made up 1.36% of Ridgepath Capital Management's portfolio in Q1 2026, its #17 holding.
Ridgepath Capital Management first reported a position in Walmart Inc in Q1 2024 and has held it in 9 quarters since.
Ridgepath Capital Management's Walmart Inc position peaked at $6.19M in Q1 2025.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Ridgepath Capital Management's 13F filing for Q1 2026, filed 7 May 2026.