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Royal Capital Wealth Management’s Walmart Inc WMT Stock Holding History

Royal Capital 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 		$2.8M Buy
22,522
+12
+0.1% +$1.47K 1.74% 15
2025
Q4 		$2.51M Sell
22,510
-90
-0.4% -$9.66K 1.48% 17
2025
Q3 		$2.33M Sell
22,600
-10
-0% -$995 1.43% 17
2025
Q2 		$2.21M Buy
22,610
+44
+0.2% +$4.19K 1.47% 17
2025
Q1 		$1.98M Buy
22,566
+972
+5% +$91.2K 1.39% 22
2024
Q4 		$1.95M Buy
21,594
+5,957
+38% +$517K 1.37% 20
2024
Q3 		$1.26M Buy
15,637
+5,090
+48% +$374K 0.89% 27
2024
Q2 		$714K Buy
10,547
+2,005
+23% +$126K 0.54% 37
2024
Q1 		$514K Buy
8,542
+4
+0% +$229 0.4% 45
2023
Q4 		$449K Hold
8,538
– – 0.39% 52
2023
Q3 		$455K Sell
8,538
-162
-2% -$8.62K 0.44% 44
2023
Q2 		$456K Buy
8,700
+6
+0.1% +$303 0.43% 44
2023
Q1 		$427K Sell
8,694
-222
-2% -$10.5K 0.43% 48
2022
Q4 		$421K Buy
8,916
+72
+0.8% +$3.42K 0.45% 45
2022
Q3 		$382K Hold
8,844
– – 0.45% 50
2022
Q2 		$358K Buy
8,844
+6
+0.1% +$277 0.39% 60
2022
Q1 		$439K Buy
8,838
+3
+0% +$141 0.43% 53
2021
Q4 		$426K Buy
+8,835
New +$422K 0.41% 60

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

Royal Capital Wealth Management's WMT Position: Q1 2026 in Review

Royal Capital Wealth Management increased its Walmart Inc (WMT) stake by 0.05% in Q1 2026, buying an estimated $1.47K and bringing the position to 22,522 shares worth $2.8M. The position accounts for 1.74% of the portfolio, ranked #15.

Royal Capital Wealth Management first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Royal Capital Wealth Management held 22,522 shares of Walmart Inc worth $2.8M as of Q1 2026.
  • Royal Capital Wealth Management bought 12 Walmart Inc shares in Q1 2026, an estimated $1.47K.
  • Walmart Inc made up 1.74% of Royal Capital Wealth Management's portfolio in Q1 2026, its #15 holding.
  • Royal Capital Wealth Management first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Royal Capital Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.