Sterling Manor Financial’s Walmart Inc WMT Stock Holding History

Sterling Manor Financial’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	$337K	Hold	2,714	–	–	0.21%	26
2025 Q4	$302K	Hold	2,714	–	–	0.19%	27
2025 Q3	$280K	Hold	2,714	–	–	0.18%	26
2025 Q2	$265K	Hold	2,714	–	–	0.18%	28
2025 Q1	$238K	Hold	2,714	–	–	0.17%	27
2024 Q4	$245K	Hold	2,714	–	–	0.17%	25
2024 Q3	$219K	Buy	+2,714	New	+$199K	0.15%	26
2022 Q2	–	Sell	-8,277	Closed	-$411K	–	85
2022 Q1	$411K	Sell	8,277 -270	-3%	-$12.7K	0.33%	46
2021 Q4	$412K	Buy	8,547 +1,329	+18%	+$63.4K	0.32%	46
2021 Q3	$335K	Buy	7,218 +2,373	+49%	+$114K	0.28%	54
2021 Q2	$228K	Buy	+4,845	New	+$226K	0.18%	76

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

Sterling Manor Financial's WMT Position: Q1 2026 in Review

Sterling Manor Financial held its Walmart Inc (WMT) position steady in Q1 2026 at 2,714 shares worth $337K. The position accounts for 0.21% of the portfolio, ranked #26.

Sterling Manor Financial first reported a position in WMT in Q2 2021 and has held it in 11 quarters since. The position peaked at $412K in Q4 2021. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Sterling Manor Financial held 2,714 shares of Walmart Inc worth $337K as of Q1 2026.
Sterling Manor Financial left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up 0.21% of Sterling Manor Financial's portfolio in Q1 2026, its #26 holding.
Sterling Manor Financial first reported a position in Walmart Inc in Q2 2021 and has held it in 11 quarters since.
Sterling Manor Financial's Walmart Inc position peaked at $412K in Q4 2021.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Sterling Manor Financial's 13F filing for Q1 2026, filed 13 Apr 2026.