ViaWealth’s Walmart Inc WMT Stock Holding History

ViaWealth’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	$1.2M	Sell	9,692 -1,165	-11%	-$143K	0.67%	41
2025 Q4	$1.21M	Sell	10,857 -804	-7%	-$86.3K	0.68%	39
2025 Q3	$1.2M	Sell	11,661 -342	-3%	-$34K	0.66%	43
2025 Q2	$1.17M	Sell	12,003 -1,568	-12%	-$149K	0.69%	44
2025 Q1	$1.19M	Sell	13,571 -1,356	-9%	-$127K	0.74%	38
2024 Q4	$1.35M	Sell	14,927 -1,616	-10%	-$140K	0.81%	34
2024 Q3	$1.34M	Sell	16,543 -1,323	-7%	-$97.2K	0.78%	34
2024 Q2	$1.21M	Sell	17,866 -497	-3%	-$31.3K	0.75%	36
2024 Q1	$1.1M	Buy	18,363 +243	+1%	+$13.9K	0.69%	39
2023 Q4	$952K	Buy	18,120 +4,725	+35%	+$250K	0.65%	41
2023 Q3	$714K	Sell	13,395 -75	-0.6%	-$3.99K	0.52%	60
2023 Q2	$706K	Sell	13,470 -369	-3%	-$18.6K	0.53%	62
2023 Q1	$680K	Hold	13,839	–	–	0.54%	61
2022 Q4	$669K	Buy	+13,839	New	+$657K	0.55%	65

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

ViaWealth's WMT Position: Q1 2026 in Review

ViaWealth reduced its Walmart Inc (WMT) stake by 11% in Q1 2026, selling an estimated $143K and leaving 9,692 shares worth $1.2M. The position accounts for 0.67% of the portfolio, ranked #41.

ViaWealth first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.35M in Q4 2024. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

ViaWealth held 9,692 shares of Walmart Inc worth $1.2M as of Q1 2026.
ViaWealth sold 1,165 Walmart Inc shares in Q1 2026, an estimated $143K.
Walmart Inc made up 0.67% of ViaWealth's portfolio in Q1 2026, its #41 holding.
ViaWealth first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
ViaWealth's Walmart Inc position peaked at $1.35M in Q4 2024.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.