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Safe Harbor Fiduciary’s Walmart Inc WMT Stock Holding History

Safe Harbor Fiduciary’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 		– Sell
-1,444
Closed -$161K – 207
2025
Q4 		$161K Buy
+1,444
New +$155K 0.14% 63
2025
Q2 		$697K Sell
7,124
-1,214
-15% -$116K 0.65% 36
2025
Q1 		$732K Sell
8,338
-65
-0.8% -$6.1K 0.76% 30
2024
Q4 		$759K Sell
8,403
-307
-4% -$26.6K 0.77% 28
2024
Q3 		$703K Buy
+8,710
New +$640K 0.66% 31

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

Safe Harbor Fiduciary's WMT Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 1,444 shares — an estimated $161K sold.

Safe Harbor Fiduciary first reported a position in WMT in Q3 2024 and held it in 5 quarters. The position peaked at $759K in Q4 2024. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Safe Harbor Fiduciary reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 1,444 Walmart Inc shares in Q1 2026, an estimated $161K.
  • Safe Harbor Fiduciary first reported a position in Walmart Inc in Q3 2024 and held it in 5 quarters.
  • Safe Harbor Fiduciary's Walmart Inc position peaked at $759K in Q4 2024.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.