WE
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Wealth Effects’s Walmart Inc WMT Stock Holding History

Wealth Effects’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 		$1.46M Sell
11,733
-249
-2% -$30.6K 0.52% 45
2025
Q4 		$1.33M Buy
11,982
+506
+4% +$54.3K 0.42% 43
2025
Q3 		$1.18M Buy
11,476
+236
+2% +$23.5K 0.38% 51
2025
Q2 		$1.1M Sell
11,240
-411
-4% -$39.2K 0.41% 53
2025
Q1 		$1.02M Sell
11,651
-1,338
-10% -$126K 0.43% 51
2024
Q4 		$1.17M Sell
12,989
-1,004
-7% -$87.1K 0.42% 48
2024
Q3 		$1.13M Sell
13,993
-760
-5% -$55.8K 0.4% 54
2024
Q2 		$999K Buy
14,753
+590
+4% +$37.2K 0.36% 56
2024
Q1 		$852K Sell
14,163
-843
-6% -$48.2K 0.31% 68
2023
Q4 		$789K Buy
15,006
+900
+6% +$47.6K 0.3% 75
2023
Q3 		$752K Sell
14,106
-225
-2% -$12K 0.37% 60
2023
Q2 		$751K Sell
14,331
-297
-2% -$15K 0.33% 68
2023
Q1 		$719K Sell
14,628
-1,128
-7% -$53.5K 0.37% 63
2022
Q4 		$745K Sell
15,756
-150
-0.9% -$7.12K 0.43% 55
2022
Q3 		$688K Buy
15,906
+135
+0.9% +$5.91K 0.42% 56
2022
Q2 		$639K Buy
15,771
+960
+6% +$44.3K 0.38% 63
2022
Q1 		$735K Buy
14,811
+588
+4% +$27.6K 0.34% 65
2021
Q4 		$686K Buy
+14,223
New +$679K 0.28% 72

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 Effects's WMT Position: Q1 2026 in Review

Wealth Effects reduced its Walmart Inc (WMT) stake by 2.1% in Q1 2026, selling an estimated $30.6K and leaving 11,733 shares worth $1.46M. The position accounts for 0.52% of the portfolio, ranked #45.

Wealth Effects first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Wealth Effects held 11,733 shares of Walmart Inc worth $1.46M as of Q1 2026.
  • Wealth Effects sold 249 Walmart Inc shares in Q1 2026, an estimated $30.6K.
  • Walmart Inc made up 0.52% of Wealth Effects's portfolio in Q1 2026, its #45 holding.
  • Wealth Effects first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.