RKL Wealth Management’s Walmart Inc WMT Stock Holding History

RKL 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	$3.32M	Sell	26,712 -4,707	-15%	-$578K	0.3%	47
2025 Q4	$3.5M	Buy	31,419 +2,622	+9%	+$282K	0.29%	47
2025 Q3	$2.97M	Sell	28,797 -1,652	-5%	-$164K	0.25%	53
2025 Q2	$2.98M	Buy	30,449 +1,199	+4%	+$114K	0.26%	54
2025 Q1	$2.57M	Sell	29,250 -274	-0.9%	-$25.7K	0.24%	58
2024 Q4	$2.67M	Buy	29,524 +142	+0.5%	+$12.3K	0.24%	58
2024 Q3	$2.37M	Buy	29,382 +2,412	+9%	+$177K	0.21%	58
2024 Q2	$1.83M	Buy	26,970 +178	+0.7%	+$11.2K	0.18%	61
2024 Q1	$1.61M	Buy	26,792 +1,607	+6%	+$91.9K	0.16%	65
2023 Q4	$1.32M	Sell	25,185 -63	-0.2%	-$3.33K	0.14%	72
2023 Q3	$1.35M	Buy	25,248 +522	+2%	+$27.8K	0.16%	65
2023 Q2	$1.3M	Buy	24,726 +20,232	+450%	+$1.02M	0.15%	66
2023 Q1	$221K	Buy	+4,494	New	+$213K	0.03%	126
2019 Q4	–	Sell	-5,274	Closed	-$209K	–	124
2019 Q3	$209K	Buy	+5,274	New	+$199K	0.04%	120

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

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

RKL Wealth Management reduced its Walmart Inc (WMT) stake by 15% in Q1 2026, selling an estimated $578K and leaving 26,712 shares worth $3.32M. The position accounts for 0.3% of the portfolio, ranked #47.

RKL Wealth Management first reported a position in WMT in Q3 2019 and has held it in 14 quarters since. The position peaked at $3.5M in Q4 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

RKL Wealth Management held 26,712 shares of Walmart Inc worth $3.32M as of Q1 2026.
RKL Wealth Management sold 4,707 Walmart Inc shares in Q1 2026, an estimated $578K.
Walmart Inc made up 0.3% of RKL Wealth Management's portfolio in Q1 2026, its #47 holding.
RKL Wealth Management first reported a position in Walmart Inc in Q3 2019 and has held it in 14 quarters since.
RKL Wealth Management's Walmart Inc position peaked at $3.5M in Q4 2025.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.