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Simplicity Wealth’s Walmart Inc WMT Stock Holding History

Simplicity Wealth’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 		$6.15M Sell
49,498
-6,625
-12% -$813K 0.35% 62
2025
Q4 		$6.25M Sell
56,123
-2,120
-4% -$228K 0.37% 59
2025
Q3 		$6M Sell
58,243
-45,567
-44% -$4.54M 0.35% 60
2025
Q2 		$10.2M Buy
103,810
+47,035
+83% +$4.48M 0.42% 48
2025
Q1 		$4.98M Buy
56,775
+44,106
+348% +$4.14M 0.39% 51
2024
Q4 		$1.14M Sell
12,669
-39,357
-76% -$3.42M 0.24% 76
2024
Q3 		$4.2M Sell
52,026
-137,683
-73% -$10.1M 0.39% 56
2024
Q2 		$12.8M Sell
189,709
-13,983
-7% -$881K 0.29% 69
2024
Q1 		$12.3M Buy
203,692
+164,074
+414% +$9.39M 0.29% 68
2023
Q4 		$2.08M Buy
39,618
+20,046
+102% +$1.06M 0.81% 28
2023
Q3 		$1.04M Buy
19,572
+1,764
+10% +$93.9K 0.61% 28
2023
Q2 		$933K Buy
17,808
+1,356
+8% +$68.4K 0.58% 32
2023
Q1 		$809K Sell
16,452
-15
-0.1% -$712 0.54% 32
2022
Q4 		$778K Buy
16,467
+282
+2% +$13.4K 0.69% 24
2022
Q3 		$700K Buy
16,185
+15
+0.1% +$657 0.94% 36
2022
Q2 		$655K Sell
16,170
-279
-2% -$12.9K 0.96% 34
2022
Q1 		$817K Buy
+16,449
New +$772K 0.79% 34

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

Simplicity Wealth's WMT Position: Q1 2026 in Review

Simplicity Wealth reduced its Walmart Inc (WMT) stake by 12% in Q1 2026, selling an estimated $813K and leaving 49,498 shares worth $6.15M. The position accounts for 0.35% of the portfolio, ranked #62.

Simplicity Wealth first reported a position in WMT in Q1 2022 and has held it in 17 quarters since. The position peaked at $12.8M in Q2 2024. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Simplicity Wealth held 49,498 shares of Walmart Inc worth $6.15M as of Q1 2026.
  • Simplicity Wealth sold 6,625 Walmart Inc shares in Q1 2026, an estimated $813K.
  • Walmart Inc made up 0.35% of Simplicity Wealth's portfolio in Q1 2026, its #62 holding.
  • Simplicity Wealth first reported a position in Walmart Inc in Q1 2022 and has held it in 17 quarters since.
  • Simplicity Wealth's Walmart Inc position peaked at $12.8M in Q2 2024.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.