Strategic Wealth Investment Group’s Walmart Inc WMT Stock Holding History

Strategic Wealth Investment 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	$539K	Sell	4,335 -615	-12%	-$75.5K	0.07%	70
2025 Q4	$551K	Sell	4,950 -2,217	-31%	-$238K	0.07%	71
2025 Q3	$739K	Buy	+7,167	New	+$713K	0.06%	71
2025 Q1	–	Sell	-9,665	Closed	-$873K	–	129
2024 Q4	$873K	Buy	9,665 +225	+2%	+$19.5K	0.1%	76
2024 Q3	$767K	Sell	9,440 -333	-3%	-$24.5K	0.08%	85
2024 Q2	$659K	Buy	+9,773	New	+$615K	0.08%	86
2023 Q4	$579K	Buy	11,010 +2,955	+37%	+$156K	0.09%	73
2023 Q3	$429K	Buy	8,055 +42	+0.5%	+$2.23K	0.08%	76
2023 Q2	$420K	Buy	8,013 +1,284	+19%	+$64.8K	0.07%	91
2023 Q1	$331K	Sell	6,729 -489	-7%	-$23.2K	0.06%	101
2022 Q4	$339K	Sell	7,218 -174	-2%	-$8.26K	0.08%	90
2022 Q3	$320K	Buy	7,392 +1,347	+22%	+$59K	0.09%	79
2022 Q2	$245K	Sell	6,045 -987	-14%	-$45.5K	0.06%	118
2022 Q1	$349K	Buy	7,032 +705	+11%	+$33.1K	0.08%	71
2021 Q4	$305K	Buy	+6,327	New	+$302K	0.08%	70

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

Strategic Wealth Investment Group's WMT Position: Q1 2026 in Review

Strategic Wealth Investment Group reduced its Walmart Inc (WMT) stake by 12% in Q1 2026, selling an estimated $75.5K and leaving 4,335 shares worth $539K. The position accounts for 0.07% of the portfolio, ranked #70.

Strategic Wealth Investment Group first reported a position in WMT in Q4 2021 and has held it in 15 quarters since. The position peaked at $873K in Q4 2024. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Strategic Wealth Investment Group held 4,335 shares of Walmart Inc worth $539K as of Q1 2026.
Strategic Wealth Investment Group sold 615 Walmart Inc shares in Q1 2026, an estimated $75.5K.
Walmart Inc made up 0.07% of Strategic Wealth Investment Group's portfolio in Q1 2026, its #70 holding.
Strategic Wealth Investment Group first reported a position in Walmart Inc in Q4 2021 and has held it in 15 quarters since.
Strategic Wealth Investment Group's Walmart Inc position peaked at $873K in Q4 2024.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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