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

Western 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 		$11.4M Buy
91,670
+21,461
+31% +$2.63M 0.43% 42
2025
Q4 		$7.82M Buy
70,209
+4,374
+7% +$470K 0.36% 48
2025
Q3 		$6.78M Sell
65,835
-1,817
-3% -$181K 0.36% 50
2025
Q2 		$6.62M Buy
67,652
+4,878
+8% +$465K 0.39% 49
2025
Q1 		$5.51M Buy
62,774
+2,808
+5% +$263K 0.36% 58
2024
Q4 		$5.42M Sell
59,966
-16,783
-22% -$1.46M 0.35% 53
2024
Q3 		$6.2M Buy
76,749
+26,196
+52% +$1.92M 0.35% 54
2024
Q2 		$3.42M Buy
50,553
+1,914
+4% +$121K 0.25% 79
2024
Q1 		$2.93M Sell
48,639
-20,862
-30% -$1.19M 0.23% 89
2023
Q4 		$3.65M Buy
69,501
+843
+1% +$44.6K 0.26% 82
2023
Q3 		$3.66M Buy
68,658
+5,085
+8% +$271K 0.31% 72
2023
Q2 		$3.33M Sell
63,573
-1,770
-3% -$89.3K 0.28% 75
2023
Q1 		$3.21M Buy
65,343
+357
+0.5% +$16.9K 0.3% 75
2022
Q4 		$3.07M Sell
64,986
-31,854
-33% -$1.51M 0.31% 72
2022
Q3 		$4.29M Buy
96,840
+9,078
+10% +$398K 0.25% 93
2022
Q2 		$3.58M Sell
87,762
-2,721
-3% -$125K 0.21% 109
2022
Q1 		$4.49M Buy
90,483
+55,284
+157% +$2.6M 0.22% 99
2021
Q4 		$1.69M Buy
+35,199
New +$1.68M 0.17% 133
2021
Q2 		$1.59M Buy
33,801
+1,179
+4% +$54.9K 0.16% 142
2021
Q1 		$1.48M Buy
32,622
+3,897
+14% +$181K 0.2% 119
2020
Q4 		$1.38M Buy
28,725
+525
+2% +$25.5K 0.2% 116
2020
Q3 		$1.32M Buy
28,200
+3,075
+12% +$137K 0.22% 108
2020
Q2 		$1M Buy
25,125
+483
+2% +$19.9K 0.18% 131
2020
Q1 		$921K Buy
24,642
+1,356
+6% +$52.2K 0.21% 112
2019
Q4 		$922K Buy
23,286
+1,425
+7% +$56.6K 0.14% 145
2019
Q3 		$864K Sell
21,861
-522
-2% -$19.7K 0.18% 133
2019
Q2 		$820K Sell
22,383
-489
-2% -$16.9K 0.11% 150
2019
Q1 		$748K Buy
22,872
+3,558
+18% +$115K 0.17% 143
2018
Q4 		$600K Buy
+19,314
New +$619K 0.16% 157

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

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

Western Wealth Management increased its Walmart Inc (WMT) stake by 31% in Q1 2026, buying an estimated $2.63M and bringing the position to 91,670 shares worth $11.4M. The position accounts for 0.43% of the portfolio, ranked #42.

Western Wealth Management first reported a position in WMT in Q4 2018 and has held it in 29 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Western Wealth Management held 91,670 shares of Walmart Inc worth $11.4M as of Q1 2026.
  • Western Wealth Management bought 21,461 Walmart Inc shares in Q1 2026, an estimated $2.63M.
  • Walmart Inc made up 0.43% of Western Wealth Management's portfolio in Q1 2026, its #42 holding.
  • Western Wealth Management first reported a position in Walmart Inc in Q4 2018 and has held it in 29 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.