Swisher Financial Concepts’s Walmart Inc WMT Stock Holding History

Swisher Financial Concepts’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	$811K	Buy	6,524 +29	+0.4%	+$3.56K	0.45%	34
2025 Q4	$724K	Buy	6,495 +22	+0.3%	+$2.36K	0.41%	38
2025 Q3	$667K	Sell	6,473 -595	-8%	-$59.2K	0.4%	42
2025 Q2	$691K	Buy	7,068 +14	+0.2%	+$1.33K	0.45%	43
2025 Q1	$619K	Buy	7,054 +43	+0.6%	+$4.03K	0.51%	35
2024 Q4	$633K	Sell	7,011 -7,021	-50%	-$609K	0.75%	25
2024 Q3	$1.04M	Buy	14,032 +7,017	+100%	+$515K	0.66%	26
2024 Q2	$478K	Buy	7,015 +3	+0%	+$189	0.48%	40
2024 Q1	$424K	Buy	7,012 +1	+0%	+$57	0.37%	45
2023 Q4	$377K	Buy	+7,011	New	+$371K	0.36%	47

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

Swisher Financial Concepts's WMT Position: Q1 2026 in Review

Swisher Financial Concepts increased its Walmart Inc (WMT) stake by 0.45% in Q1 2026, buying an estimated $3.56K and bringing the position to 6,524 shares worth $811K. The position accounts for 0.45% of the portfolio, ranked #34.

Swisher Financial Concepts first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.04M in Q3 2024. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Swisher Financial Concepts held 6,524 shares of Walmart Inc worth $811K as of Q1 2026.
Swisher Financial Concepts bought 29 Walmart Inc shares in Q1 2026, an estimated $3.56K.
Walmart Inc made up 0.45% of Swisher Financial Concepts's portfolio in Q1 2026, its #34 holding.
Swisher Financial Concepts first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
Swisher Financial Concepts's Walmart Inc position peaked at $1.04M in Q3 2024.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Swisher Financial Concepts's 13F filing for Q1 2026, filed 16 Apr 2026.