SMART Wealth’s Walmart Inc WMT Stock Holding History

SMART 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	$543K	Sell	4,367 -523	-11%	-$64.2K	0.16%	127
2025 Q4	$545K	Sell	4,890 -215	-4%	-$23.1K	0.17%	110
2025 Q3	$526K	Sell	5,105 -14,386	-74%	-$1.43M	0.2%	87
2025 Q2	$1.91M	Sell	19,491 -2,461	-11%	-$234K	0.6%	58
2025 Q1	$1.93M	Sell	21,952 -202	-0.9%	-$18.9K	0.69%	44
2024 Q4	$2M	Buy	22,154 +19,118	+630%	+$1.66M	0.71%	46
2024 Q3	$245K	Buy	3,036 +45	+2%	+$3.31K	0.1%	121
2024 Q2	$203K	Buy	+2,991	New	+$188K	0.08%	121

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

SMART Wealth's WMT Position: Q1 2026 in Review

SMART Wealth reduced its Walmart Inc (WMT) stake by 11% in Q1 2026, selling an estimated $64.2K and leaving 4,367 shares worth $543K. The position accounts for 0.16% of the portfolio, ranked #127.

SMART Wealth first reported a position in WMT in Q2 2024 and has held it in 8 quarters since. The position peaked at $2M in Q4 2024. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

SMART Wealth held 4,367 shares of Walmart Inc worth $543K as of Q1 2026.
SMART Wealth sold 523 Walmart Inc shares in Q1 2026, an estimated $64.2K.
Walmart Inc made up 0.16% of SMART Wealth's portfolio in Q1 2026, its #127 holding.
SMART Wealth first reported a position in Walmart Inc in Q2 2024 and has held it in 8 quarters since.
SMART Wealth's Walmart Inc position peaked at $2M in Q4 2024.
4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.