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VCI Wealth Management’s Walmart Inc WMT Stock Holding History

VCI 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 		$3.19M Sell
25,650
-1,736
-6% -$213K 0.88% 24
2025
Q4 		$3.05M Sell
27,386
-3,506
-11% -$376K 0.85% 27
2025
Q3 		$3.18M Buy
30,892
+3,766
+14% +$375K 0.97% 23
2025
Q2 		$2.65M Buy
27,126
+1,978
+8% +$188K 0.93% 24
2025
Q1 		$2.21M Sell
25,148
-2,830
-10% -$265K 0.93% 25
2024
Q4 		$2.53M Buy
27,978
+1,942
+7% +$169K 1.07% 24
2024
Q3 		$2.1M Buy
+26,036
New +$1.91M 0.94% 31

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

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

VCI Wealth Management reduced its Walmart Inc (WMT) stake by 6.3% in Q1 2026, selling an estimated $213K and leaving 25,650 shares worth $3.19M. The position accounts for 0.88% of the portfolio, ranked #24.

VCI Wealth Management first reported a position in WMT in Q3 2024 and has held it in 7 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • VCI Wealth Management held 25,650 shares of Walmart Inc worth $3.19M as of Q1 2026.
  • VCI Wealth Management sold 1,736 Walmart Inc shares in Q1 2026, an estimated $213K.
  • Walmart Inc made up 0.88% of VCI Wealth Management's portfolio in Q1 2026, its #24 holding.
  • VCI Wealth Management first reported a position in Walmart Inc in Q3 2024 and has held it in 7 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on VCI Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.