WealthTrust Axiom’s Walmart Inc WMT Stock Holding History

WealthTrust Axiom’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	$964K	Buy	7,755 +20	+0.3%	+$2.46K	0.24%	92
2025 Q4	$862K	Sell	7,735 -35	-0.5%	-$3.76K	0.22%	95
2025 Q3	$801K	Sell	7,770 -1,550	-17%	-$154K	0.21%	98
2025 Q2	$911K	Sell	9,320 -45	-0.5%	-$4.29K	0.27%	78
2025 Q1	$822K	Sell	9,365 -415	-4%	-$38.9K	0.25%	84
2024 Q4	$884K	Buy	9,780 +50	+0.5%	+$4.34K	0.26%	77
2024 Q3	$786K	Hold	9,730	–	–	0.23%	97
2024 Q2	$659K	Buy	9,730 +130	+1%	+$8.19K	0.22%	101
2024 Q1	$578K	Hold	9,600	–	–	0.19%	117
2023 Q4	$504K	Buy	9,600 +390	+4%	+$20.6K	0.17%	124
2023 Q3	$491K	Buy	9,210 +450	+5%	+$23.9K	0.18%	119
2023 Q2	$459K	Hold	8,760	–	–	0.15%	137
2023 Q1	$431K	Hold	8,760	–	–	0.15%	141
2022 Q4	$414K	Hold	8,760	–	–	0.14%	144
2022 Q3	$378K	Hold	8,760	–	–	0.14%	138
2022 Q2	$355K	Hold	8,760	–	–	0.13%	153
2022 Q1	$434K	Hold	8,760	–	–	0.14%	148
2021 Q4	$422K	Hold	8,760	–	–	0.13%	145
2021 Q3	$406K	Sell	8,760 -9	-0.1%	-$434	0.14%	142
2021 Q2	$412K	Sell	8,769 -1,182	-12%	-$55.1K	0.13%	141
2021 Q1	$450K	Sell	9,951 -1,500	-13%	-$69.5K	0.15%	128
2020 Q4	$550K	Hold	11,451	–	–	0.2%	104
2020 Q3	$534K	Buy	11,451 +2,691	+31%	+$120K	0.23%	91
2020 Q2	$349K	Buy	8,760 +300	+4%	+$12.3K	0.15%	115
2020 Q1	$320K	Hold	8,460	–	–	0.16%	116
2019 Q4	$335K	Hold	8,460	–	–	0.11%	137
2019 Q3	$334K	Hold	8,460	–	–	0.12%	141
2019 Q2	$311K	Hold	8,460	–	–	0.11%	148
2019 Q1	$275K	Hold	8,460	–	–	0.1%	159
2018 Q4	$262K	Hold	8,460	–	–	0.11%	156
2018 Q3	$264K	Hold	8,460	–	–	0.09%	175
2018 Q2	$241K	Hold	8,460	–	–	0.09%	184
2018 Q1	$250K	Hold	8,460	–	–	0.09%	180
2017 Q4	$278K	Sell	8,460 -4,785	-36%	-$146K	0.1%	168
2017 Q3	$344K	Hold	13,245	–	–	0.13%	141
2017 Q2	$334K	Sell	13,245 -1,650	-11%	-$41.9K	0.13%	146
2017 Q1	$357K	Hold	14,895	–	–	0.13%	138
2016 Q4	$343K	Hold	14,895	–	–	0.12%	143
2016 Q3	$358K	Sell	14,895 -450	-3%	-$10.9K	0.13%	136
2016 Q2	$373K	Sell	15,345 -1,050	-6%	-$24.3K	0.14%	126
2016 Q1	$374K	Hold	16,395	–	–	0.15%	124
2015 Q4	$335K	Hold	16,395	–	–	0.13%	130
2015 Q3	$354K	Buy	16,395 +3,000	+22%	+$68.8K	0.15%	119
2015 Q2	$316K	Hold	13,395	–	–	0.12%	141
2015 Q1	$367K	Sell	13,395 -30	-0.2%	-$851	0.13%	133
2014 Q4	$384K	Sell	13,425 -150	-1%	-$4.05K	0.14%	119
2014 Q3	$346K	Hold	13,575	–	–	0.12%	130
2014 Q2	$339K	Hold	13,575	–	–	0.11%	131
2014 Q1	$345K	Hold	13,575	–	–	0.12%	122
2013 Q4	$356K	Buy	13,575 +450	+3%	+$11.6K	0.14%	110
2013 Q3	$323K	Hold	13,125	–	–	0.13%	115
2013 Q2	$325K	Buy	+13,125	New	+$336K	0.14%	110

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

WealthTrust Axiom's WMT Position: Q1 2026 in Review

WealthTrust Axiom increased its Walmart Inc (WMT) stake by 0.26% in Q1 2026, buying an estimated $2.46K and bringing the position to 7,755 shares worth $964K. The position accounts for 0.24% of the portfolio, ranked #92.

WealthTrust Axiom first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

WealthTrust Axiom held 7,755 shares of Walmart Inc worth $964K as of Q1 2026.
WealthTrust Axiom bought 20 Walmart Inc shares in Q1 2026, an estimated $2.46K.
Walmart Inc made up 0.24% of WealthTrust Axiom's portfolio in Q1 2026, its #92 holding.
WealthTrust Axiom first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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