Ruggaard & Associates’s Walmart Inc WMT Stock Holding History

Ruggaard & Associates’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	$984K	Sell	7,915 -50	-0.6%	-$6.14K	0.39%	40
2025 Q4	$887K	Hold	7,965	–	–	0.35%	43
2025 Q3	$821K	Sell	7,965 -63	-0.8%	-$6.27K	0.31%	45
2025 Q2	$785K	Sell	8,028 -48	-0.6%	-$4.57K	0.32%	43
2025 Q1	$709K	Sell	8,076 -50	-0.6%	-$4.69K	0.31%	43
2024 Q4	$734K	Sell	8,126 -351	-4%	-$30.5K	0.32%	39
2024 Q3	$685K	Buy	8,477 +200	+2%	+$14.7K	0.3%	43
2024 Q2	$560K	Buy	8,277 +300	+4%	+$18.9K	0.26%	58
2024 Q1	$480K	Hold	7,977	–	–	0.23%	60
2023 Q4	$419K	Sell	7,977 -528	-6%	-$27.9K	0.22%	64
2023 Q3	$453K	Sell	8,505 -225	-3%	-$12K	0.27%	61
2023 Q2	$457K	Sell	8,730 -711	-8%	-$35.9K	0.27%	60
2023 Q1	$464K	Buy	+9,441	New	+$448K	0.29%	59

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

Ruggaard & Associates's WMT Position: Q1 2026 in Review

Ruggaard & Associates reduced its Walmart Inc (WMT) stake by 0.63% in Q1 2026, selling an estimated $6.14K and leaving 7,915 shares worth $984K. The position accounts for 0.39% of the portfolio, ranked #40.

Ruggaard & Associates first reported a position in WMT in Q1 2023 and has held it in 13 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Ruggaard & Associates held 7,915 shares of Walmart Inc worth $984K as of Q1 2026.
Ruggaard & Associates sold 50 Walmart Inc shares in Q1 2026, an estimated $6.14K.
Walmart Inc made up 0.39% of Ruggaard & Associates's portfolio in Q1 2026, its #40 holding.
Ruggaard & Associates first reported a position in Walmart Inc in Q1 2023 and has held it in 13 quarters since.
4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Ruggaard & Associates's 13F filing for Q1 2026, filed 26 May 2026.