SWM
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Sculati Wealth Management’s Walmart Inc WMT Stock Holding History

Sculati 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 		$418K Buy
3,360
+30
+0.9% +$3.68K 0.15% 89
2025
Q4 		$371K Hold
3,330
– – 0.13% 94
2025
Q3 		$343K Hold
3,330
– – 0.12% 98
2025
Q2 		$326K Sell
3,330
-525
-14% -$50K 0.12% 100
2025
Q1 		$338K Hold
3,855
– – 0.14% 91
2024
Q4 		$348K Sell
3,855
-480
-11% -$41.7K 0.14% 90
2024
Q3 		$350K Sell
4,335
-2,379
-35% -$175K 0.14% 90
2024
Q2 		$455K Sell
6,714
-1,740
-21% -$110K 0.19% 75
2024
Q1 		$509K Sell
8,454
-1,191
-12% -$68.1K 0.22% 76
2023
Q4 		$507K Sell
9,645
-588
-6% -$31.1K 0.24% 72
2023
Q3 		$546K Sell
10,233
-1,263
-11% -$67.2K 0.28% 73
2023
Q2 		$602K Sell
11,496
-852
-7% -$43K 0.3% 73
2023
Q1 		$607K Sell
12,348
-4,572
-27% -$217K 0.32% 72
2022
Q4 		$800K Sell
16,920
-29,796
-64% -$1.42M 0.45% 66
2022
Q3 		$2.02M Sell
46,716
-2,127
-4% -$93.2K 1.19% 25
2022
Q2 		$1.98M Buy
48,843
+558
+1% +$25.7K 1.13% 26
2022
Q1 		$2.4M Buy
48,285
+753
+2% +$35.4K 1.17% 24
2021
Q4 		$2.29M Buy
47,532
+726
+2% +$34.7K 1.11% 27
2021
Q3 		$2.17M Buy
46,806
+576
+1% +$27.8K 1.15% 28
2021
Q2 		$2.17M Buy
46,230
+588
+1% +$27.4K 1.15% 27
2021
Q1 		$2.07M Buy
45,642
+135
+0.3% +$6.25K 1.19% 26
2020
Q4 		$2.19M Buy
45,507
+552
+1% +$26.8K 1.44% 19
2020
Q3 		$2.1M Buy
44,955
+426
+1% +$18.9K 1.57% 16
2020
Q2 		$1.78M Buy
44,529
+2,892
+7% +$119K 1.5% 20
2020
Q1 		$1.58M Buy
41,637
+3,642
+10% +$140K 1.73% 14
2019
Q4 		$1.5M Buy
+37,995
New +$1.51M 1.35% 25

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

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

Sculati Wealth Management increased its Walmart Inc (WMT) stake by 0.9% in Q1 2026, buying an estimated $3.68K and bringing the position to 3,360 shares worth $418K. The position accounts for 0.15% of the portfolio, ranked #89.

Sculati Wealth Management first reported a position in WMT in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.4M in Q1 2022. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Sculati Wealth Management held 3,360 shares of Walmart Inc worth $418K as of Q1 2026.
  • Sculati Wealth Management bought 30 Walmart Inc shares in Q1 2026, an estimated $3.68K.
  • Walmart Inc made up 0.15% of Sculati Wealth Management's portfolio in Q1 2026, its #89 holding.
  • Sculati Wealth Management first reported a position in Walmart Inc in Q4 2019 and has held it in 26 quarters since.
  • Sculati Wealth Management's Walmart Inc position peaked at $2.4M in Q1 2022.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Sculati Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.