Veridan Wealth’s Walmart Inc WMT Stock Holding History

Veridan 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	$328K	Sell	2,637 -147	-5%	-$18K	0.12%	69
2025 Q4	$310K	Hold	2,784	–	–	0.1%	67
2025 Q3	$287K	Buy	+2,784	New	+$277K	0.1%	68
2025 Q1	$257K	Buy	2,933 +59	+2%	+$5.54K	0.12%	68
2024 Q4	$286K	Buy	+2,874	New	+$249K	0.13%	70
2024 Q2	$297K	Buy	+3,042	New	+$192K	0.12%	68

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

Veridan Wealth's WMT Position: Q1 2026 in Review

Veridan Wealth reduced its Walmart Inc (WMT) stake by 5.3% in Q1 2026, selling an estimated $18K and leaving 2,637 shares worth $328K. The position accounts for 0.12% of the portfolio, ranked #69.

Veridan Wealth first reported a position in WMT in Q2 2024 and has held it in 6 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Veridan Wealth held 2,637 shares of Walmart Inc worth $328K as of Q1 2026.
Veridan Wealth sold 147 Walmart Inc shares in Q1 2026, an estimated $18K.
Walmart Inc made up 0.12% of Veridan Wealth's portfolio in Q1 2026, its #69 holding.
Veridan Wealth first reported a position in Walmart Inc in Q2 2024 and has held it in 6 quarters since.
4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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