TWM
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Triton Wealth Management’s Walmart Inc WMT Stock Holding History

Triton 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 		$3.85M Buy
31,017
+48
+0.2% +$5.89K 1.43% 14
2025
Q4 		$3.93M Buy
30,969
+8
+0% +$859 1.48% 14
2025
Q3 		$3.13M Buy
30,961
+296
+1% +$29.5K 1.19% 15
2025
Q2 		$2.96M Buy
+30,665
New +$2.92M 1.26% 15
2024
Q4 		$2.29M Buy
27,469
+1,843
+7% +$160K 1.18% 15
2024
Q3 		$2.08M Buy
25,626
+1,423
+6% +$105K 1.18% 14
2024
Q2 		$1.71M Buy
24,203
+3,527
+17% +$222K 1% 16
2024
Q1 		$1.23M Buy
20,676
+7,125
+53% +$408K 0.85% 18
2023
Q4 		$714K Buy
13,551
+237
+2% +$12.5K 0.47% 27
2023
Q3 		$735K Sell
13,314
-756
-5% -$40.2K 0.49% 24
2023
Q2 		$750K Sell
14,070
-2,730
-16% -$138K 0.42% 28
2023
Q1 		$861K Buy
16,800
+2,181
+15% +$104K 0.53% 22
2022
Q4 		$692K Sell
14,619
-1,071
-7% -$50.9K 0.42% 27
2022
Q3 		$701K Sell
15,690
-222
-1% -$9.72K 0.42% 25
2022
Q2 		$705K Sell
15,912
-3,417
-18% -$158K 0.5% 26
2022
Q1 		$913K Hold
19,329
– – 0.47% 27
2021
Q4 		$913K Sell
19,329
-1,083
-5% -$51.7K 0.47% 27
2021
Q3 		$965K Sell
20,412
-882
-4% -$42.5K 0.46% 27
2021
Q2 		$1.06M Buy
21,294
+3,741
+21% +$174K 0.61% 23
2021
Q1 		$820K Buy
17,553
+285
+2% +$13.2K 0.56% 28
2020
Q4 		$839K Buy
17,268
+3,951
+30% +$192K 0.53% 22
2020
Q3 		$629K Buy
13,317
+192
+1% +$8.54K 0.53% 27
2020
Q2 		$573K Buy
13,125
+648
+5% +$26.7K 0.59% 30
2020
Q1 		$518K Buy
+12,477
New +$480K 0.84% 23

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

Triton Wealth Management's WMT Position: Q1 2026 in Review

Triton Wealth Management increased its Walmart Inc (WMT) stake by 0.15% in Q1 2026, buying an estimated $5.89K and bringing the position to 31,017 shares worth $3.85M. The position accounts for 1.43% of the portfolio, ranked #14.

Triton Wealth Management first reported a position in WMT in Q1 2020 and has held it in 24 quarters since. The position peaked at $3.93M in Q4 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Triton Wealth Management held 31,017 shares of Walmart Inc worth $3.85M as of Q1 2026.
  • Triton Wealth Management bought 48 Walmart Inc shares in Q1 2026, an estimated $5.89K.
  • Walmart Inc made up 1.43% of Triton Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Triton Wealth Management first reported a position in Walmart Inc in Q1 2020 and has held it in 24 quarters since.
  • Triton Wealth Management's Walmart Inc position peaked at $3.93M in Q4 2025.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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