Seaside Wealth Management’s Walmart Inc WMT Stock Holding History

Seaside 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	$750K	Buy	6,033 +40	+0.7%	+$4.91K	0.21%	31
2025 Q4	$668K	Sell	5,993 -5	-0.1%	-$537	0.19%	32
2025 Q3	$618K	Buy	5,998 +19	+0.3%	+$1.89K	0.18%	32
2025 Q2	$585K	Buy	5,979 +136	+2%	+$13K	0.19%	33
2025 Q1	$513K	Buy	5,843 +80	+1%	+$7.5K	0.18%	32
2024 Q4	$521K	Hold	5,763	–	–	0.19%	33
2024 Q3	$465K	Hold	5,763	–	–	0.18%	35
2024 Q2	$390K	Hold	5,763	–	–	0.16%	37
2024 Q1	$347K	Hold	5,763	–	–	0.15%	37
2023 Q4	$303K	Hold	5,763	–	–	0.14%	38
2023 Q3	$307K	Sell	5,763 -36	-0.6%	-$1.92K	0.16%	37
2023 Q2	$304K	Buy	5,799 +36	+0.6%	+$1.82K	0.16%	37
2023 Q1	$284K	Hold	5,763	–	–	0.17%	34
2022 Q4	$272K	Hold	5,763	–	–	0.18%	36
2022 Q3	$274K	Buy	+5,763	New	+$252K	0.19%	35

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

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

Seaside Wealth Management increased its Walmart Inc (WMT) stake by 0.67% in Q1 2026, buying an estimated $4.91K and bringing the position to 6,033 shares worth $750K. The position accounts for 0.21% of the portfolio, ranked #31.

Seaside Wealth Management first reported a position in WMT in Q3 2022 and has held it in 15 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Seaside Wealth Management held 6,033 shares of Walmart Inc worth $750K as of Q1 2026.
Seaside Wealth Management bought 40 Walmart Inc shares in Q1 2026, an estimated $4.91K.
Walmart Inc made up 0.21% of Seaside Wealth Management's portfolio in Q1 2026, its #31 holding.
Seaside Wealth Management first reported a position in Walmart Inc in Q3 2022 and has held it in 15 quarters since.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Seaside Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.