Signature Wealth Management Group’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $930K | Hold |
7,480
| – | – | 0.35% | 69 |
|
|
2025
Q4 | $833K | Sell |
7,480
-512
| -6% | -$55K | 0.34% | 68 |
|
|
2025
Q3 | $824K | Sell |
7,992
-1,703
| -18% | -$170K | 0.32% | 73 |
|
|
2025
Q2 | $948K | Buy |
9,695
+86
| +0.9% | +$8.19K | 0.37% | 72 |
|
|
2025
Q1 | $844K | Sell |
9,609
-196
| -2% | -$18.4K | 0.33% | 76 |
|
|
2024
Q4 | $886K | Sell |
9,805
-336
| -3% | -$29.2K | 0.36% | 76 |
|
|
2024
Q3 | $819K | Sell |
10,141
-369
| -4% | -$27.1K | 0.33% | 75 |
|
|
2024
Q2 | $712K | Buy |
10,510
+299
| +3% | +$18.8K | 0.31% | 77 |
|
|
2024
Q1 | $608K | Sell |
10,211
-85
| -0.8% | -$4.86K | 0.28% | 80 |
|
|
2023
Q4 | $541K | Buy |
+10,296
| New | +$545K | 0.25% | 81 |
|
|
2023
Q2 | $540K | Buy |
10,308
+195
| +2% | +$9.84K | 0.25% | 81 |
|
|
2023
Q1 | $497K | Sell |
10,113
-558
| -5% | -$26.5K | 0.24% | 79 |
|
|
2022
Q4 | $504K | Sell |
10,671
-39
| -0.4% | -$1.85K | 0.25% | 73 |
|
|
2022
Q3 | $463K | Buy |
10,710
+66
| +0.6% | +$2.89K | 0.24% | 74 |
|
|
2022
Q2 | $431K | Hold |
10,644
| – | – | 0.21% | 73 |
|
|
2022
Q1 | $528K | Buy |
10,644
+21
| +0.2% | +$986 | 0.24% | 70 |
|
|
2021
Q4 | $512K | Buy |
10,623
+2,181
| +26% | +$104K | 0.26% | 69 |
|
|
2021
Q3 | $392K | Hold |
8,442
| – | – | 0.22% | 67 |
|
|
2021
Q2 | $397K | Hold |
8,442
| – | – | 0.22% | 68 |
|
|
2021
Q1 | $382K | Hold |
8,442
| – | – | 0.22% | 69 |
|
|
2020
Q4 | $406K | Hold |
8,442
| – | – | 0.26% | 67 |
|
|
2020
Q3 | $394K | Hold |
8,442
| – | – | 0.28% | 67 |
|
|
2020
Q2 | $337K | Hold |
8,442
| – | – | 0.26% | 64 |
|
|
2020
Q1 | $320K | Hold |
8,442
| – | – | 0.28% | 66 |
|
|
2019
Q4 | $334K | Sell |
8,442
-396
| -4% | -$15.7K | 0.21% | 71 |
|
|
2019
Q3 | $350K | Buy |
8,838
+57
| +0.6% | +$2.15K | 0.23% | 68 |
|
|
2019
Q2 | $328K | Hold |
8,781
| – | – | 0.22% | 69 |
|
|
2019
Q1 | $285K | Sell |
8,781
-1,200
| -12% | -$38.9K | 0.2% | 71 |
|
|
2018
Q4 | $310K | Hold |
9,981
| – | – | 0.24% | 68 |
|
|
2018
Q3 | $332K | Hold |
9,981
| – | – | 0.25% | 66 |
|
|
2018
Q2 | $285K | Buy |
9,981
+120
| +1% | +$3.41K | 0.21% | 65 |
|
|
2018
Q1 | $292K | Sell |
9,861
-36
| -0.4% | -$1.16K | 0.23% | 63 |
|
|
2017
Q4 | $326K | Buy |
+9,897
| New | +$303K | 0.24% | 62 |
|
Other funds holding WMT
VCM
VPM
Signature Wealth Management Group's WMT Position: Q1 2026 in Review
Signature Wealth Management Group held its Walmart Inc (WMT) position steady in Q1 2026 at 7,480 shares worth $930K. The position accounts for 0.35% of the portfolio, ranked #69.
Signature Wealth Management Group first reported a position in WMT in Q4 2017 and has held it in 33 quarters since. The position peaked at $948K in Q2 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Signature Wealth Management Group held 7,480 shares of Walmart Inc worth $930K as of Q1 2026.
- Signature Wealth Management Group left its Walmart Inc share count unchanged in Q1 2026.
- Walmart Inc made up 0.35% of Signature Wealth Management Group's portfolio in Q1 2026, its #69 holding.
- Signature Wealth Management Group first reported a position in Walmart Inc in Q4 2017 and has held it in 33 quarters since.
- Signature Wealth Management Group's Walmart Inc position peaked at $948K in Q2 2025.
- 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.