WIP
WMT icon

WealthCare Investment Partners’s Walmart Inc WMT Stock Holding History

WealthCare Investment Partners’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 		$1.21M Buy
9,836
+3,005
+44% +$369K 0.34% 72
2025
Q4 		$770K Hold
6,831
– – 0.22% 89
2025
Q3 		$696K Buy
6,831
+4,006
+142% +$399K 0.23% 90
2025
Q2 		$278K Buy
2,825
+6
+0.2% +$572 0.1% 129
2025
Q1 		$261K Buy
2,819
+11
+0.4% +$1.03K 0.11% 125
2024
Q4 		$253K Buy
+2,808
New +$244K 0.11% 123

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

WealthCare Investment Partners's WMT Position: Q1 2026 in Review

WealthCare Investment Partners increased its Walmart Inc (WMT) stake by 44% in Q1 2026, buying an estimated $369K and bringing the position to 9,836 shares worth $1.21M. The position accounts for 0.34% of the portfolio, ranked #72.

WealthCare Investment Partners first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • WealthCare Investment Partners held 9,836 shares of Walmart Inc worth $1.21M as of Q1 2026.
  • WealthCare Investment Partners bought 3,005 Walmart Inc shares in Q1 2026, an estimated $369K.
  • Walmart Inc made up 0.34% of WealthCare Investment Partners's portfolio in Q1 2026, its #72 holding.
  • WealthCare Investment Partners first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.