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Schrum Private Wealth Management’s Walmart Inc WMT Stock Holding History

Schrum Private 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 		$589K Sell
4,738
-159
-3% -$19.5K 0.45% 64
2025
Q4 		$546K Sell
4,897
-441
-8% -$47.4K 0.4% 65
2025
Q3 		$550K Buy
5,338
+82
+2% +$8.16K 0.4% 65
2025
Q2 		$514K Sell
5,256
-361
-6% -$34.4K 0.41% 62
2025
Q1 		$493K Buy
5,617
+1,005
+22% +$94.3K 0.43% 60
2024
Q4 		$417K Sell
4,612
-2,056
-31% -$178K 0.35% 70
2024
Q3 		$538K Buy
6,668
+1,629
+32% +$120K 0.28% 88
2024
Q2 		$341K Buy
5,039
+13
+0.3% +$819 0.31% 80
2024
Q1 		$302K Buy
+5,026
New +$288K 0.27% 87
2023
Q4 		– Sell
-4,716
Closed -$251K – 114
2023
Q3 		$251K Buy
4,716
+6
+0.1% +$319 0.29% 90
2023
Q2 		$247K Buy
4,710
+15
+0.3% +$757 0.27% 93
2023
Q1 		$231K Sell
4,695
-294
-6% -$14K 0.27% 97
2022
Q4 		$236K Buy
4,989
+3
+0.1% +$142 0.28% 96
2022
Q3 		$216K Buy
4,986
+6
+0.1% +$263 0.27% 102
2022
Q2 		$202K Buy
4,980
+9
+0.2% +$415 0.23% 111
2022
Q1 		$256K Buy
+4,971
New +$233K 0.26% 98

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

Schrum Private Wealth Management's WMT Position: Q1 2026 in Review

Schrum Private Wealth Management reduced its Walmart Inc (WMT) stake by 3.2% in Q1 2026, selling an estimated $19.5K and leaving 4,738 shares worth $589K. The position accounts for 0.45% of the portfolio, ranked #64.

Schrum Private Wealth Management first reported a position in WMT in Q1 2022 and has held it in 16 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Schrum Private Wealth Management held 4,738 shares of Walmart Inc worth $589K as of Q1 2026.
  • Schrum Private Wealth Management sold 159 Walmart Inc shares in Q1 2026, an estimated $19.5K.
  • Walmart Inc made up 0.45% of Schrum Private Wealth Management's portfolio in Q1 2026, its #64 holding.
  • Schrum Private Wealth Management first reported a position in Walmart Inc in Q1 2022 and has held it in 16 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.