Sendero Wealth Management’s Walmart Inc WMT Stock Holding History

Sendero 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	$734K	Buy	5,907 +26	+0.4%	+$3.19K	0.08%	135
2025 Q4	$655K	Buy	5,881 +539	+10%	+$57.9K	0.07%	138
2025 Q3	$551K	Buy	5,342 +416	+8%	+$41.4K	0.06%	140
2025 Q2	$482K	Buy	4,926 +11	+0.2%	+$1.05K	0.06%	145
2025 Q1	$432K	Buy	4,915 +211	+4%	+$19.8K	0.06%	144
2024 Q4	$425K	Buy	4,704 +231	+5%	+$20K	0.06%	139
2024 Q3	$361K	Buy	4,473 +5	+0.1%	+$367	0.06%	139
2024 Q2	$303K	Buy	4,468 +112	+3%	+$7.05K	0.05%	143
2024 Q1	$262K	Buy	4,356 +447	+11%	+$25.6K	0.05%	148
2023 Q4	$205K	Buy	3,909 +6	+0.2%	+$317	0.04%	146
2023 Q3	$208K	Buy	3,903 +6	+0.2%	+$319	0.04%	149
2023 Q2	$204K	Buy	+3,897	New	+$197K	0.04%	146

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

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

Sendero Wealth Management increased its Walmart Inc (WMT) stake by 0.44% in Q1 2026, buying an estimated $3.19K and bringing the position to 5,907 shares worth $734K. The position accounts for 0.08% of the portfolio, ranked #135.

Sendero Wealth Management first reported a position in WMT in Q2 2023 and has held it in 12 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Sendero Wealth Management held 5,907 shares of Walmart Inc worth $734K as of Q1 2026.
Sendero Wealth Management bought 26 Walmart Inc shares in Q1 2026, an estimated $3.19K.
Walmart Inc made up 0.08% of Sendero Wealth Management's portfolio in Q1 2026, its #135 holding.
Sendero Wealth Management first reported a position in Walmart Inc in Q2 2023 and has held it in 12 quarters since.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.