Stockman Wealth Management’s Walmart Inc WMT Stock Holding History

Stockman 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	$325K	Buy	2,617 +56	+2%	+$6.88K	0.04%	132
2025 Q4	$285K	Buy	2,561 +87	+4%	+$9.34K	0.03%	143
2025 Q3	$255K	Sell	2,474 -56	-2%	-$5.58K	0.03%	154
2025 Q2	$247K	Buy	2,530 +206	+9%	+$19.6K	0.03%	150
2025 Q1	$204K	Buy	2,324 +54	+2%	+$5.07K	0.03%	160
2024 Q4	$205K	Buy	+2,270	New	+$197K	0.03%	159
2016 Q3	–	Sell	-89,334	Closed	-$2.17M	–	130
2016 Q2	$2.17M	Sell	89,334 -1,224	-1%	-$28.3K	1.7%	28
2016 Q1	$2.07M	Sell	90,558 -3,702	-4%	-$81.2K	1.64%	25
2015 Q4	$1.93M	Buy	94,260 +23,394	+33%	+$469K	1.56%	28
2015 Q3	$1.53M	Buy	70,866 +4,938	+7%	+$113K	1.32%	33
2015 Q2	$1.56M	Buy	65,928 +7,431	+13%	+$189K	1.33%	36
2015 Q1	$1.6M	Buy	58,497 +2,988	+5%	+$84.8K	1.37%	31
2014 Q4	$1.59M	Buy	+55,509	New	+$1.5M	1.36%	33

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

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

Stockman Wealth Management increased its Walmart Inc (WMT) stake by 2.2% in Q1 2026, buying an estimated $6.88K and bringing the position to 2,617 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #132.

Stockman Wealth Management first reported a position in WMT in Q4 2014 and has held it in 13 quarters since. The position peaked at $2.17M in Q2 2016. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Stockman Wealth Management held 2,617 shares of Walmart Inc worth $325K as of Q1 2026.
Stockman Wealth Management bought 56 Walmart Inc shares in Q1 2026, an estimated $6.88K.
Walmart Inc made up 0.04% of Stockman Wealth Management's portfolio in Q1 2026, its #132 holding.
Stockman Wealth Management first reported a position in Walmart Inc in Q4 2014 and has held it in 13 quarters since.
Stockman Wealth Management's Walmart Inc position peaked at $2.17M in Q2 2016.
4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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