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Ritholtz Wealth Management’s Walmart Inc WMT Stock Holding History

Ritholtz 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 		$30.9M Buy
248,416
+7,086
+3% +$870K 0.54% 26
2025
Q4 		$26.9M Buy
241,330
+12,733
+6% +$1.37M 0.49% 27
2025
Q3 		$23.6M Buy
228,597
+8,639
+4% +$860K 0.46% 30
2025
Q2 		$21.5M Buy
219,958
+17,749
+9% +$1.69M 0.47% 30
2025
Q1 		$17.8M Sell
202,209
-2,129
-1% -$200K 0.53% 30
2024
Q4 		$18.5M Buy
204,338
+10,786
+6% +$936K 0.54% 29
2024
Q3 		$15.6M Buy
193,552
+3,833
+2% +$282K 0.47% 32
2024
Q2 		$12.8M Buy
189,719
+2,839
+2% +$179K 0.42% 34
2024
Q1 		$11.2M Buy
186,880
+5,455
+3% +$312K 0.39% 35
2023
Q4 		$9.53M Buy
181,425
+9,099
+5% +$481K 0.37% 35
2023
Q3 		$9.19M Buy
172,326
+7,563
+5% +$402K 0.41% 33
2023
Q2 		$8.63M Buy
164,763
+8,301
+5% +$419K 0.39% 32
2023
Q1 		$7.69M Buy
156,462
+16,995
+12% +$807K 0.38% 35
2022
Q4 		$6.59M Buy
139,467
+56,037
+67% +$2.66M 0.37% 38
2022
Q3 		$3.61M Buy
83,430
+62,082
+291% +$2.72M 0.19% 70
2022
Q2 		$865K Sell
21,348
-2,355
-10% -$109K 0.05% 210
2022
Q1 		$1.18M Buy
23,703
+12
+0.1% +$563 0.08% 155
2021
Q4 		$1.14M Sell
23,691
-987
-4% -$47.1K 0.07% 146
2021
Q3 		$1.15M Sell
24,678
-2,199
-8% -$106K 0.08% 122
2021
Q2 		$1.26M Buy
26,877
+2,133
+9% +$99.4K 0.09% 106
2021
Q1 		$1.12M Buy
24,744
+13,422
+119% +$622K 0.09% 102
2020
Q4 		$544K Buy
11,322
+3,291
+41% +$160K 0.05% 152
2020
Q3 		$375K Buy
8,031
+2,505
+45% +$111K 0.04% 169
2020
Q2 		$221K Buy
5,526
+105
+2% +$4.32K 0.03% 227
2020
Q1 		$205K Buy
+5,421
New +$209K 0.03% 143
2018
Q3 		– Sell
-9,555
Closed -$273K – 120
2018
Q2 		$273K Sell
9,555
-2,565
-21% -$72.9K 0.07% 95
2018
Q1 		$359K Buy
12,120
+2,280
+23% +$73.3K 0.1% 73
2017
Q4 		$324K Buy
+9,840
New +$301K 0.1% 86

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

Ritholtz Wealth Management's WMT Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Walmart Inc (WMT) stake by 2.9% in Q1 2026, buying an estimated $870K and bringing the position to 248,416 shares worth $30.9M. The position accounts for 0.54% of the portfolio, ranked #26.

Ritholtz Wealth Management first reported a position in WMT in Q4 2017 and has held it in 28 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Ritholtz Wealth Management held 248,416 shares of Walmart Inc worth $30.9M as of Q1 2026.
  • Ritholtz Wealth Management bought 7,086 Walmart Inc shares in Q1 2026, an estimated $870K.
  • Walmart Inc made up 0.54% of Ritholtz Wealth Management's portfolio in Q1 2026, its #26 holding.
  • Ritholtz Wealth Management first reported a position in Walmart Inc in Q4 2017 and has held it in 28 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.