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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
2021
Q2 		– Sell
-6,000
Closed -$39K – 565
2021
Q1 		$39K Buy
6,000
+1,800
+43% +$83.4K ﹤0.01% 454
2020
Q4 		$37K Buy
4,200
+3,000
+250% +$146K ﹤0.01% 386
2020
Q3 		$13K Buy
+1,200
New +$53.4K ﹤0.01% 326

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.