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Strait & Sound Wealth Management’s Walmart Inc WMT Stock Holding History

Strait & Sound 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 		$3.16M Buy
25,443
+84
+0.3% +$10.3K 1.18% 19
2025
Q4 		$2.83M Sell
25,359
-361
-1% -$38.8K 1.05% 22
2025
Q3 		$2.65M Sell
25,720
-75
-0.3% -$7.47K 1.02% 23
2025
Q2 		$2.52M Sell
25,795
-81
-0.3% -$7.72K 1.07% 21
2025
Q1 		$2.27M Buy
25,876
+6,990
+37% +$656K 1.06% 21
2024
Q4 		$1.71M Buy
18,886
+235
+1% +$20.4K 0.79% 23
2024
Q3 		$1.51M Buy
18,651
+1,068
+6% +$78.4K 0.73% 25
2024
Q2 		$1.19M Buy
17,583
+426
+2% +$26.8K 0.61% 29
2024
Q1 		$1.03M Sell
17,157
-441
-3% -$25.2K 0.58% 31
2023
Q4 		$945K Sell
17,598
-132
-0.7% -$6.98K 0.59% 34
2023
Q3 		$945K Buy
17,730
+36
+0.2% +$1.92K 0.81% 29
2023
Q2 		$927K Sell
17,694
-3,402
-16% -$172K 0.92% 26
2023
Q1 		$1.04M Hold
21,096
– – 1.03% 19
2022
Q4 		$1.02M Buy
+21,096
New +$1M 1.11% 21

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

Strait & Sound Wealth Management's WMT Position: Q1 2026 in Review

Strait & Sound Wealth Management increased its Walmart Inc (WMT) stake by 0.33% in Q1 2026, buying an estimated $10.3K and bringing the position to 25,443 shares worth $3.16M. The position accounts for 1.18% of the portfolio, ranked #19.

Strait & Sound Wealth Management first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Strait & Sound Wealth Management held 25,443 shares of Walmart Inc worth $3.16M as of Q1 2026.
  • Strait & Sound Wealth Management bought 84 Walmart Inc shares in Q1 2026, an estimated $10.3K.
  • Walmart Inc made up 1.18% of Strait & Sound Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Strait & Sound Wealth Management first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.