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Stillwater Wealth Management Group’s Walmart Inc WMT Stock Holding History

Stillwater Wealth Management 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 		$4.71M Buy
37,865
+889
+2% +$109K 2.91% 11
2025
Q4 		$4.12M Buy
36,976
+378
+1% +$40.6K 2.79% 16
2025
Q3 		$3.77M Buy
+36,598
New +$3.64M 2.64% 16
2025
Q1 		$3.03M Buy
34,523
+1,568
+5% +$147K 2.62% 15
2024
Q4 		$2.98M Buy
+32,955
New +$2.86M 2.67% 10

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Stillwater Wealth Management Group's WMT Position: Q1 2026 in Review

Stillwater Wealth Management Group increased its Walmart Inc (WMT) stake by 2.4% in Q1 2026, buying an estimated $109K and bringing the position to 37,865 shares worth $4.71M. The position accounts for 2.91% of the portfolio, ranked #11.

Stillwater Wealth Management Group first reported a position in WMT in Q4 2024 and has held it in 5 quarters since. 4,436 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Stillwater Wealth Management Group held 37,865 shares of Walmart Inc worth $4.71M as of Q1 2026.
  • Stillwater Wealth Management Group bought 889 Walmart Inc shares in Q1 2026, an estimated $109K.
  • Walmart Inc made up 2.91% of Stillwater Wealth Management Group's portfolio in Q1 2026, its #11 holding.
  • Stillwater Wealth Management Group first reported a position in Walmart Inc in Q4 2024 and has held it in 5 quarters since.
  • 4,436 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Stillwater Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.