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Silver Grove Financial Group’s Walmart Inc WMT Stock Holding History

Silver Grove Financial Group’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 		$975K Buy
7,845
+558
+8% +$68.5K 0.78% 34
2025
Q4 		$809K Buy
7,287
+590
+9% +$63.3K 0.7% 40
2025
Q3 		$690K Buy
+6,697
New +$667K 0.65% 42

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

Silver Grove Financial Group's WMT Position: Q1 2026 in Review

Silver Grove Financial Group increased its Walmart Inc (WMT) stake by 7.7% in Q1 2026, buying an estimated $68.5K and bringing the position to 7,845 shares worth $975K. The position accounts for 0.78% of the portfolio, ranked #34.

Silver Grove Financial Group first reported a position in WMT in Q3 2025 and has held it in 3 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Silver Grove Financial Group held 7,845 shares of Walmart Inc worth $975K as of Q1 2026.
  • Silver Grove Financial Group bought 558 Walmart Inc shares in Q1 2026, an estimated $68.5K.
  • Walmart Inc made up 0.78% of Silver Grove Financial Group's portfolio in Q1 2026, its #34 holding.
  • Silver Grove Financial Group first reported a position in Walmart Inc in Q3 2025 and has held it in 3 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Silver Grove Financial Group's 13F filing for Q1 2026, filed 15 May 2026.