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Tower View Wealth Management’s Walmart Inc WMT Stock Holding History

Tower View 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 		$1.42M Buy
11,407
+2,266
+25% +$278K 0.73% 40
2025
Q4 		$1.02M Buy
9,141
+7,899
+636% +$848K 0.5% 44
2025
Q3 		$128K Sell
1,242
-143
-10% -$14.2K 0.07% 64
2025
Q2 		$135K Buy
1,385
+7
+0.5% +$667 0.07% 73
2025
Q1 		$121K Buy
1,378
+3
+0.2% +$281 0.07% 59
2024
Q4 		$124K Hold
1,375
– – 0.07% 65
2024
Q3 		$111K Hold
1,375
– – 0.06% 67
2024
Q2 		$93.1K Sell
1,375
-1
-0.1% -$63 0.05% 67
2024
Q1 		$82.8K Sell
1,376
-28
-2% -$1.6K 0.05% 73
2023
Q4 		$74K Hold
1,404
– – 0.05% 70
2023
Q3 		$75K Buy
1,404
+1,260
+875% +$67K 0.05% 68
2023
Q2 		$8K Buy
+144
New +$7.26K 0.01% 128
2022
Q2 		– Sell
-65,088
Closed -$3.23M – 202
2022
Q1 		$3.23M Sell
65,088
-1,134
-2% -$53.2K 1.74% 26
2021
Q4 		$3.19M Sell
66,222
-708
-1% -$33.8K 1.63% 29
2021
Q3 		$3.11M Buy
66,930
+444
+0.7% +$21.4K 1.73% 28
2021
Q2 		$3.13M Buy
66,486
+1,350
+2% +$62.9K 1.58% 30
2021
Q1 		$2.95M Buy
65,136
+3,834
+6% +$178K 1.61% 28
2020
Q4 		$2.95M Buy
61,302
+2,091
+4% +$102K 1.67% 28
2020
Q3 		$2.76M Buy
59,211
+5,718
+11% +$254K 1.8% 26
2020
Q2 		$2.14M Buy
53,493
+12,633
+31% +$520K 1.56% 31
2020
Q1 		$1.55M Buy
40,860
+36,840
+916% +$1.42M 1.4% 36
2019
Q4 		$159K Buy
4,020
+2,445
+155% +$97.1K 0.12% 66
2019
Q3 		$62K Buy
+1,575
New +$59.4K 0.05% 78
2018
Q1 		– Sell
-60
Closed -$2K – 149
2017
Q4 		$2K Buy
+60
New +$1.84K ﹤0.01% 140

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

Tower View Wealth Management's WMT Position: Q1 2026 in Review

Tower View Wealth Management increased its Walmart Inc (WMT) stake by 25% in Q1 2026, buying an estimated $278K and bringing the position to 11,407 shares worth $1.42M. The position accounts for 0.73% of the portfolio, ranked #40.

Tower View Wealth Management first reported a position in WMT in Q4 2017 and has held it in 24 quarters since. The position peaked at $3.23M in Q1 2022. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Tower View Wealth Management held 11,407 shares of Walmart Inc worth $1.42M as of Q1 2026.
  • Tower View Wealth Management bought 2,266 Walmart Inc shares in Q1 2026, an estimated $278K.
  • Walmart Inc made up 0.73% of Tower View Wealth Management's portfolio in Q1 2026, its #40 holding.
  • Tower View Wealth Management first reported a position in Walmart Inc in Q4 2017 and has held it in 24 quarters since.
  • Tower View Wealth Management's Walmart Inc position peaked at $3.23M in Q1 2022.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.