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	$373K	Buy	+3,000	New	+$368K	0.01%	722

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 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.