Western Pacific Wealth Management’s Walmart Inc WMT Stock Holding History

Western Pacific 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	$196K	Hold	1,575	–	–	0.2%	59
2025 Q4	$175K	Sell	1,575 -3,567	-69%	-$383K	0.17%	65
2025 Q3	$530K	Hold	5,142	–	–	0.52%	23
2025 Q2	$503K	Hold	5,142	–	–	0.48%	24
2025 Q1	$451K	Sell	5,142 -1,516	-23%	-$142K	0.41%	28
2024 Q4	$602K	Sell	6,658 -125	-2%	-$10.8K	0.49%	24
2024 Q3	$548K	Buy	6,783 +1,107	+20%	+$81.3K	0.36%	22
2024 Q2	$384K	Hold	5,676	–	–	0.29%	26
2024 Q1	$342K	Hold	5,676	–	–	0.25%	28
2023 Q4	$298K	Buy	5,676 +264	+5%	+$14K	0.22%	29
2023 Q3	$289K	Buy	5,412 +141	+3%	+$7.5K	0.24%	30
2023 Q2	$276K	Buy	5,271 +906	+21%	+$45.7K	0.21%	27
2023 Q1	$215K	Hold	4,365	–	–	0.16%	34
2022 Q4	$206K	Sell	4,365 -114	-3%	-$5.41K	0.17%	35
2022 Q3	$193K	Buy	4,479 +1,254	+39%	+$54.9K	0.19%	25
2022 Q2	$130K	Hold	3,225	–	–	0.13%	36
2022 Q1	$160K	Sell	3,225 -825	-20%	-$38.7K	0.12%	40
2021 Q4	$195K	Buy	+4,050	New	+$193K	0.13%	40

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

Western Pacific Wealth Management's WMT Position: Q1 2026 in Review

Western Pacific Wealth Management held its Walmart Inc (WMT) position steady in Q1 2026 at 1,575 shares worth $196K. The position accounts for 0.2% of the portfolio, ranked #59.

Western Pacific Wealth Management first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. The position peaked at $602K in Q4 2024. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Western Pacific Wealth Management held 1,575 shares of Walmart Inc worth $196K as of Q1 2026.
Western Pacific Wealth Management left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up 0.2% of Western Pacific Wealth Management's portfolio in Q1 2026, its #59 holding.
Western Pacific Wealth Management first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
Western Pacific Wealth Management's Walmart Inc position peaked at $602K in Q4 2024.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.