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Valley Wealth Managers’s Walmart Inc WMT Stock Holding History

Valley Wealth Managers’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 		$304K Sell
2,450
-291
-11% -$35.7K 0.02% 170
2025
Q4 		$305K Hold
2,741
– – 0.02% 172
2025
Q3 		$282K Buy
2,741
+132
+5% +$13.1K 0.02% 167
2025
Q2 		$255K Sell
2,609
-494
-16% -$47.1K 0.02% 171
2025
Q1 		$272K Sell
3,103
-671
-18% -$62.9K 0.02% 169
2024
Q4 		$341K Hold
3,774
– – 0.03% 171
2024
Q3 		$305K Hold
3,774
– – 0.02% 175
2024
Q2 		$256K Buy
3,774
+525
+16% +$33.1K 0.02% 180
2024
Q1 		$196K Sell
3,249
-3
-0.1% -$172 0.01% 184
2023
Q4 		$171K Buy
3,252
+3
+0.1% +$159 0.01% 185
2023
Q3 		$173K Hold
3,249
– – 0.01% 186
2023
Q2 		$170K Hold
3,249
– – 0.02% 166
2023
Q1 		$160K Sell
3,249
-84
-3% -$3.99K 0.01% 171
2022
Q4 		$158K Sell
3,333
-891
-21% -$42.3K 0.01% 174
2022
Q3 		$183K Sell
4,224
-4,614
-52% -$202K 0.02% 172
2022
Q2 		$358K Sell
8,838
-1,761
-17% -$81.2K 0.03% 143
2022
Q1 		$527K Sell
10,599
-546
-5% -$25.6K 0.04% 124
2021
Q4 		$538K Sell
11,145
-600
-5% -$28.6K 0.04% 127
2021
Q3 		$546K Sell
11,745
-804
-6% -$38.7K 0.05% 122
2021
Q2 		$590K Sell
12,549
-30
-0.2% -$1.4K 0.05% 123
2021
Q1 		$570K Sell
12,579
-39
-0.3% -$1.81K 0.05% 120
2020
Q4 		$606K Sell
12,618
-237
-2% -$11.5K 0.06% 117
2020
Q3 		$599K Sell
12,855
-439,713
-97% -$19.6M 0.07% 114
2020
Q2 		$18.1M Sell
452,568
-25,083
-5% -$1.03M 2.03% 11
2020
Q1 		$18.1M Sell
477,651
-19,272
-4% -$741K 2.35% 6
2019
Q4 		$19.7M Sell
496,923
-29,448
-6% -$1.17M 1.97% 16
2019
Q3 		$20.8M Sell
526,371
-51,900
-9% -$1.96M 2.21% 5
2019
Q2 		$21.3M Sell
578,271
-15,030
-3% -$518K 2.26% 4
2019
Q1 		$19.3M Sell
593,301
-5,874
-1% -$190K 2.1% 11
2018
Q4 		$18.6M Sell
599,175
-15,474
-3% -$496K 2.43% 7
2018
Q3 		$19.2M Sell
614,649
-6,483
-1% -$198K 2.27% 12
2018
Q2 		$17.7M Sell
621,132
-585
-0.1% -$16.6K 2.16% 19
2018
Q1 		$18.4M Buy
621,717
+2,004
+0.3% +$64.5K 2.24% 13
2017
Q4 		$20.4M Sell
619,713
-38,886
-6% -$1.19M 2.45% 3
2017
Q3 		$17.2M Buy
658,599
+11,043
+2% +$290K 2.16% 16
2017
Q2 		$16.3M Buy
647,556
+5,220
+0.8% +$133K 2.19% 13
2017
Q1 		$15.4M Buy
642,336
+37,938
+6% +$873K 2.05% 18
2016
Q4 		$13.9M Buy
604,398
+47,934
+9% +$1.12M 1.99% 24
2016
Q3 		$13.4M Buy
556,464
+38,565
+7% +$936K 1.97% 27
2016
Q2 		$12.6M Buy
517,899
+31,641
+7% +$732K 1.92% 33
2016
Q1 		$11.1M Buy
486,258
+37,308
+8% +$818K 1.87% 36
2015
Q4 		$9.17M Sell
448,950
-51,888
-10% -$1.04M 1.65% 35
2015
Q3 		$10.8M Buy
500,838
+31,248
+7% +$717K 1.97% 34
2015
Q2 		$11.1M Buy
469,590
+21,750
+5% +$555K 1.93% 35
2015
Q1 		$12.3M Buy
447,840
+11,052
+3% +$314K 2.11% 24
2014
Q4 		$12.5M Buy
436,788
+5,475
+1% +$148K 2.23% 17
2014
Q3 		$11M Buy
431,313
+9,990
+2% +$252K 2.11% 26
2014
Q2 		$10.5M Buy
421,323
+32,295
+8% +$830K 2% 31
2014
Q1 		$9.91M Sell
389,028
-3,120
-0.8% -$78.4K 1.98% 32
2013
Q4 		$10.3M Sell
392,148
-5,331
-1% -$138K 2.11% 24
2013
Q3 		$9.8M Buy
397,479
+11,220
+3% +$283K 2.14% 20
2013
Q2 		$9.59M Buy
+386,259
New +$9.9M 2.17% 17

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

Valley Wealth Managers's WMT Position: Q1 2026 in Review

Valley Wealth Managers reduced its Walmart Inc (WMT) stake by 11% in Q1 2026, selling an estimated $35.7K and leaving 2,450 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #170.

Valley Wealth Managers first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $21.3M in Q2 2019. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Valley Wealth Managers held 2,450 shares of Walmart Inc worth $304K as of Q1 2026.
  • Valley Wealth Managers sold 291 Walmart Inc shares in Q1 2026, an estimated $35.7K.
  • Walmart Inc made up 0.02% of Valley Wealth Managers's portfolio in Q1 2026, its #170 holding.
  • Valley Wealth Managers first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
  • Valley Wealth Managers's Walmart Inc position peaked at $21.3M in Q2 2019.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.