VestGen Advisors’s Walmart Inc WMT Stock Holding History

VestGen Advisors’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	$21.5M	Buy	165,290 +13,148	+9%	+$1.61M	0.57%	28
2025 Q4	$17M	Buy	152,142 +18,623	+14%	+$2M	0.72%	27
2025 Q3	$13.8M	Buy	133,519 +29,298	+28%	+$2.92M	0.46%	44
2025 Q2	$10.3M	Buy	104,221 +9,623	+10%	+$917K	0.41%	51
2025 Q1	$8.3M	Buy	+94,598	New	+$8.87M	0.38%	57

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

VestGen Advisors's WMT Position: Q1 2026 in Review

VestGen Advisors increased its Walmart Inc (WMT) stake by 8.6% in Q1 2026, buying an estimated $1.61M and bringing the position to 165,290 shares worth $21.5M. The position accounts for 0.57% of the portfolio, ranked #28.

VestGen Advisors first reported a position in WMT in Q1 2025 and has held it in 5 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

VestGen Advisors held 165,290 shares of Walmart Inc worth $21.5M as of Q1 2026.
VestGen Advisors bought 13,148 Walmart Inc shares in Q1 2026, an estimated $1.61M.
Walmart Inc made up 0.57% of VestGen Advisors's portfolio in Q1 2026, its #28 holding.
VestGen Advisors first reported a position in Walmart Inc in Q1 2025 and has held it in 5 quarters since.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.