Sweeney & Michel’s Walmart Inc WMT Stock Holding History

Sweeney & Michel’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	$987K	Buy	7,922 +2	+0%	+$246	0.29%	59
2025 Q4	$1.02M	Buy	7,920 +103	+1%	+$11.1K	0.3%	57
2025 Q3	$796K	Buy	7,817 +11	+0.1%	+$1.09K	0.27%	63
2025 Q2	$737K	Buy	7,806 +11	+0.1%	+$1.05K	0.26%	64
2025 Q1	$638K	Buy	+7,795	New	+$731K	0.28%	63
2024 Q3	$608K	Buy	7,472 +324	+5%	+$23.8K	0.24%	65
2024 Q2	$500K	Buy	7,148 +14	+0.2%	+$882	0.21%	65
2024 Q1	$427K	Buy	+7,134	New	+$408K	0.19%	77
2023 Q3	$384K	Buy	7,017 +12	+0.2%	+$639	0.2%	74
2023 Q2	$375K	Hold	7,005	–	–	0.19%	79
2023 Q1	$350K	Buy	+7,005	New	+$332K	0.19%	83

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

Sweeney & Michel's WMT Position: Q1 2026 in Review

Sweeney & Michel increased its Walmart Inc (WMT) stake by 0.03% in Q1 2026, buying an estimated $246 and bringing the position to 7,922 shares worth $987K. The position accounts for 0.29% of the portfolio, ranked #59.

Sweeney & Michel first reported a position in WMT in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.02M in Q4 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Sweeney & Michel held 7,922 shares of Walmart Inc worth $987K as of Q1 2026.
Sweeney & Michel bought 2 Walmart Inc shares in Q1 2026, an estimated $246.
Walmart Inc made up 0.29% of Sweeney & Michel's portfolio in Q1 2026, its #59 holding.
Sweeney & Michel first reported a position in Walmart Inc in Q1 2023 and has held it in 11 quarters since.
Sweeney & Michel's Walmart Inc position peaked at $1.02M in Q4 2025.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.