Towercrest Capital Management’s Walmart Inc WMT Stock Holding History

Towercrest Capital 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	$541K	Buy	4,353 +197	+5%	+$24.2K	0.08%	68
2025 Q4	$463K	Hold	4,156	–	–	0.07%	71
2025 Q3	$428K	Buy	4,156 +252	+6%	+$25.1K	0.07%	73
2025 Q2	$382K	Hold	3,904	–	–	0.07%	71
2025 Q1	$343K	Sell	3,904 -6	-0.2%	-$563	0.07%	73
2024 Q4	$353K	Sell	3,910 -100	-2%	-$8.68K	0.06%	82
2024 Q3	$324K	Hold	4,010	–	–	0.05%	86
2024 Q2	$272K	Hold	4,010	–	–	0.04%	97
2024 Q1	$241K	Sell	4,010 -25	-0.6%	-$1.43K	0.04%	99
2023 Q4	$212K	Buy	4,035 +78	+2%	+$4.13K	0.04%	102
2023 Q3	$211K	Buy	3,957 +6	+0.2%	+$319	0.04%	101
2023 Q2	$207K	Buy	+3,951	New	+$199K	0.04%	104

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

Towercrest Capital Management's WMT Position: Q1 2026 in Review

Towercrest Capital Management increased its Walmart Inc (WMT) stake by 4.7% in Q1 2026, buying an estimated $24.2K and bringing the position to 4,353 shares worth $541K. The position accounts for 0.08% of the portfolio, ranked #68.

Towercrest Capital Management first reported a position in WMT in Q2 2023 and has held it in 12 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Towercrest Capital Management held 4,353 shares of Walmart Inc worth $541K as of Q1 2026.
Towercrest Capital Management bought 197 Walmart Inc shares in Q1 2026, an estimated $24.2K.
Walmart Inc made up 0.08% of Towercrest Capital Management's portfolio in Q1 2026, its #68 holding.
Towercrest Capital Management first reported a position in Walmart Inc in Q2 2023 and has held it in 12 quarters since.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Towercrest Capital Management's 13F filing for Q1 2026, filed 1 May 2026.