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

Silverlake 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 		$2.39M Sell
19,241
-702
-4% -$86.2K 0.5% 53
2025
Q4 		$2.22M Buy
19,943
+3,292
+20% +$353K 0.49% 53
2025
Q3 		$1.72M Buy
16,651
+477
+3% +$47.5K 0.42% 76
2025
Q2 		$1.58M Buy
16,174
+5,148
+47% +$490K 0.46% 71
2025
Q1 		$968K Sell
11,026
-3
-0% -$281 0.37% 73
2024
Q4 		$996K Sell
11,029
-7
-0.1% -$607 0.38% 73
2024
Q3 		$891K Sell
11,036
-19
-0.2% -$1.4K 0.34% 80
2024
Q2 		$749K Sell
11,055
-118
-1% -$7.43K 0.31% 87
2024
Q1 		$672K Sell
11,173
-419
-4% -$24K 0.34% 72
2023
Q4 		$609K Buy
11,592
+594
+5% +$31.4K 0.34% 75
2023
Q3 		$586K Buy
10,998
+507
+5% +$27K 0.33% 77
2023
Q2 		$550K Buy
10,491
+9
+0.1% +$454 0.31% 78
2023
Q1 		$515K Sell
10,482
-69
-0.7% -$3.27K 0.31% 74
2022
Q4 		$499K Buy
10,551
+78
+0.7% +$3.7K 0.31% 77
2022
Q3 		$453K Buy
10,473
+99
+1% +$4.34K 0.31% 83
2022
Q2 		$420K Buy
10,374
+36
+0.3% +$1.66K 0.27% 96
2022
Q1 		$513K Buy
10,338
+105
+1% +$4.93K 0.29% 82
2021
Q4 		$494K Buy
+10,233
New +$489K 0.27% 96

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

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

Silverlake Wealth Management reduced its Walmart Inc (WMT) stake by 3.5% in Q1 2026, selling an estimated $86.2K and leaving 19,241 shares worth $2.39M. The position accounts for 0.5% of the portfolio, ranked #53.

Silverlake Wealth Management first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Silverlake Wealth Management held 19,241 shares of Walmart Inc worth $2.39M as of Q1 2026.
  • Silverlake Wealth Management sold 702 Walmart Inc shares in Q1 2026, an estimated $86.2K.
  • Walmart Inc made up 0.5% of Silverlake Wealth Management's portfolio in Q1 2026, its #53 holding.
  • Silverlake Wealth Management first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.