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Vista Cima Wealth Management’s Walmart Inc WMT Stock Holding History

Vista Cima 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 		$251K Buy
2,022
+134
+7% +$16.5K 0.25% 44
2025
Q4 		$210K Sell
1,888
-5,351
-74% -$575K 0.18% 49
2025
Q3 		$746K Buy
7,239
+4,621
+177% +$460K 0.62% 32
2025
Q2 		$256K Sell
2,618
-40
-2% -$3.81K 0.24% 44
2025
Q1 		$233K Sell
2,658
-146
-5% -$13.7K 0.25% 46
2024
Q4 		$253K Buy
+2,804
New +$243K 0.26% 39

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

Vista Cima Wealth Management's WMT Position: Q1 2026 in Review

Vista Cima Wealth Management increased its Walmart Inc (WMT) stake by 7.1% in Q1 2026, buying an estimated $16.5K and bringing the position to 2,022 shares worth $251K. The position accounts for 0.25% of the portfolio, ranked #44.

Vista Cima Wealth Management first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $746K in Q3 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Vista Cima Wealth Management held 2,022 shares of Walmart Inc worth $251K as of Q1 2026.
  • Vista Cima Wealth Management bought 134 Walmart Inc shares in Q1 2026, an estimated $16.5K.
  • Walmart Inc made up 0.25% of Vista Cima Wealth Management's portfolio in Q1 2026, its #44 holding.
  • Vista Cima Wealth Management first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • Vista Cima Wealth Management's Walmart Inc position peaked at $746K in Q3 2025.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Vista Cima Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.