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Vance Wealth’s Walmart Inc WMT Stock Holding History

Vance Wealth’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 		$521K Buy
4,183
+101
+2% +$12.4K 0.15% 72
2025
Q4 		$456K Sell
4,082
-478
-10% -$51.3K 0.14% 71
2025
Q3 		$470K Buy
4,560
+131
+3% +$13K 0.14% 72
2025
Q2 		$433K Buy
4,429
+146
+3% +$13.9K 0.15% 73
2025
Q1 		$376K Buy
4,283
+235
+6% +$22K 0.14% 76
2024
Q4 		$366K Sell
4,048
-714
-15% -$62K 0.14% 69
2024
Q3 		$385K Buy
4,762
+176
+4% +$12.9K 0.15% 68
2024
Q2 		$311K Sell
4,586
-64
-1% -$4.03K 0.13% 71
2024
Q1 		$280K Buy
4,650
+552
+13% +$31.6K 0.11% 77
2023
Q4 		$215K Buy
4,098
+18
+0.4% +$952 0.09% 77
2023
Q3 		$218K Hold
4,080
– – 0.1% 76
2023
Q2 		$214K Hold
4,080
– – 0.1% 76
2023
Q1 		$201K Buy
+4,080
New +$194K 0.11% 70
2022
Q2 		– Sell
-4,098
Closed -$203K – 68
2022
Q1 		$203K Buy
+4,098
New +$192K 0.26% 55

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

Vance Wealth's WMT Position: Q1 2026 in Review

Vance Wealth increased its Walmart Inc (WMT) stake by 2.5% in Q1 2026, buying an estimated $12.4K and bringing the position to 4,183 shares worth $521K. The position accounts for 0.15% of the portfolio, ranked #72.

Vance Wealth first reported a position in WMT in Q1 2022 and has held it in 14 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Vance Wealth held 4,183 shares of Walmart Inc worth $521K as of Q1 2026.
  • Vance Wealth bought 101 Walmart Inc shares in Q1 2026, an estimated $12.4K.
  • Walmart Inc made up 0.15% of Vance Wealth's portfolio in Q1 2026, its #72 holding.
  • Vance Wealth first reported a position in Walmart Inc in Q1 2022 and has held it in 14 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Vance Wealth's 13F filing for Q1 2026, filed 15 May 2026.