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Strategic Family Wealth Counselors’s Walmart Inc WMT Stock Holding History

Strategic Family Wealth Counselors’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 		$213K Sell
1,710
-4,575
-73% -$562K 0.06% 151
2025
Q4 		$746K Buy
+6,285
New +$675K 0.17% 94

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

Strategic Family Wealth Counselors's WMT Position: Q1 2026 in Review

Strategic Family Wealth Counselors reduced its Walmart Inc (WMT) stake by 73% in Q1 2026, selling an estimated $562K and leaving 1,710 shares worth $213K. The position accounts for 0.06% of the portfolio, ranked #151.

Strategic Family Wealth Counselors first reported a position in WMT in Q4 2025 and has held it in 2 quarters since. The position peaked at $746K in Q4 2025. 4,436 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Strategic Family Wealth Counselors held 1,710 shares of Walmart Inc worth $213K as of Q1 2026.
  • Strategic Family Wealth Counselors sold 4,575 Walmart Inc shares in Q1 2026, an estimated $562K.
  • Walmart Inc made up 0.06% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #151 holding.
  • Strategic Family Wealth Counselors first reported a position in Walmart Inc in Q4 2025 and has held it in 2 quarters since.
  • Strategic Family Wealth Counselors's Walmart Inc position peaked at $746K in Q4 2025.
  • 4,436 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.