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Wealth Alliance’s Walmart Inc WMT Stock Holding History

Wealth Alliance’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 		$2.88M Sell
23,135
-4,091
-15% -$502K 0.28% 77
2025
Q4 		$3.03M Sell
27,226
-785
-3% -$84.3K 0.3% 62
2025
Q3 		$2.89M Sell
28,011
-276
-1% -$27.5K 0.3% 66
2025
Q2 		$2.77M Buy
28,287
+354
+1% +$33.7K 0.31% 65
2025
Q1 		$2.45M Buy
27,933
+1,009
+4% +$94.7K 0.3% 69
2024
Q4 		$2.43M Buy
26,924
+2,335
+9% +$203K 0.29% 72
2024
Q3 		$1.99M Sell
24,589
-2,265
-8% -$166K 0.24% 81
2024
Q2 		$1.82M Sell
26,854
-2,989
-10% -$188K 0.23% 80
2024
Q1 		$1.8M Buy
29,843
+806
+3% +$46.1K 0.24% 87
2023
Q4 		$1.53M Sell
29,037
-90
-0.3% -$4.76K 0.21% 100
2023
Q3 		$1.55M Buy
29,127
+1,983
+7% +$106K 0.24% 89
2023
Q2 		$1.42M Sell
27,144
-642
-2% -$32.4K 0.21% 104
2023
Q1 		$1.37M Buy
27,786
+918
+3% +$43.6K 0.22% 98
2022
Q4 		$1.27M Buy
26,868
+408
+2% +$19.4K 0.23% 109
2022
Q3 		$1.14M Buy
26,460
+4,860
+23% +$213K 0.23% 100
2022
Q2 		$875K Buy
21,600
+5,463
+34% +$252K 0.17% 143
2022
Q1 		$801K Sell
16,137
-948
-6% -$44.5K 0.16% 144
2021
Q4 		$824K Buy
17,085
+5,871
+52% +$280K 0.17% 144
2021
Q3 		$521K Buy
11,214
+1,440
+15% +$69.4K 0.12% 190
2021
Q2 		$459K Buy
9,774
+2,121
+28% +$98.8K 0.11% 215
2021
Q1 		$347K Sell
7,653
-1,992
-21% -$92.3K 0.1% 255
2020
Q4 		$463K Buy
9,645
+1,470
+18% +$71.4K 0.14% 180
2020
Q3 		$381K Buy
+8,175
New +$363K 0.14% 181

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

Wealth Alliance's WMT Position: Q1 2026 in Review

Wealth Alliance reduced its Walmart Inc (WMT) stake by 15% in Q1 2026, selling an estimated $502K and leaving 23,135 shares worth $2.88M. The position accounts for 0.28% of the portfolio, ranked #77.

Wealth Alliance first reported a position in WMT in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.03M in Q4 2025. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Wealth Alliance held 23,135 shares of Walmart Inc worth $2.88M as of Q1 2026.
  • Wealth Alliance sold 4,091 Walmart Inc shares in Q1 2026, an estimated $502K.
  • Walmart Inc made up 0.28% of Wealth Alliance's portfolio in Q1 2026, its #77 holding.
  • Wealth Alliance first reported a position in Walmart Inc in Q3 2020 and has held it in 23 quarters since.
  • Wealth Alliance's Walmart Inc position peaked at $3.03M in Q4 2025.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.