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Westshore Wealth’s Walmart Inc WMT Stock Holding History

Westshore Wealth’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 		$262K Sell
2,107
-35
-2% -$4.3K 0.09% 87
2025
Q4 		$239K Sell
2,142
-477
-18% -$51.2K 0.08% 81
2025
Q3 		$270K Buy
2,619
+10
+0.4% +$995 0.09% 79
2025
Q2 		$255K Buy
2,609
+16
+0.6% +$1.52K 0.1% 77
2025
Q1 		$228K Buy
2,593
+1
+0% +$94 0.1% 80
2024
Q4 		$234K Buy
2,592
+5
+0.2% +$434 0.09% 80
2024
Q3 		$209K Buy
+2,587
New +$190K 0.09% 93
2023
Q1 		– Sell
-9,501
Closed -$449K – 119
2022
Q4 		$449K Sell
9,501
-600
-6% -$28.5K 0.26% 45
2022
Q3 		$437K Sell
10,101
-897
-8% -$39.3K 0.3% 32
2022
Q2 		$446K Buy
10,998
+300
+3% +$13.8K 0.29% 40
2022
Q1 		$531K Buy
10,698
+501
+5% +$23.5K 0.36% 34
2021
Q4 		$492K Sell
10,197
-600
-6% -$28.6K 0.34% 37
2021
Q3 		$502K Sell
10,797
-3,762
-26% -$181K 0.41% 35
2021
Q2 		$684K Buy
14,559
+9,009
+162% +$420K 0.35% 43
2021
Q1 		$251K Buy
+5,550
New +$257K 0.14% 114

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

Westshore Wealth's WMT Position: Q1 2026 in Review

Westshore Wealth reduced its Walmart Inc (WMT) stake by 1.6% in Q1 2026, selling an estimated $4.3K and leaving 2,107 shares worth $262K. The position accounts for 0.09% of the portfolio, ranked #87.

Westshore Wealth first reported a position in WMT in Q1 2021 and has held it in 15 quarters since. The position peaked at $684K in Q2 2021. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Westshore Wealth held 2,107 shares of Walmart Inc worth $262K as of Q1 2026.
  • Westshore Wealth sold 35 Walmart Inc shares in Q1 2026, an estimated $4.3K.
  • Walmart Inc made up 0.09% of Westshore Wealth's portfolio in Q1 2026, its #87 holding.
  • Westshore Wealth first reported a position in Walmart Inc in Q1 2021 and has held it in 15 quarters since.
  • Westshore Wealth's Walmart Inc position peaked at $684K in Q2 2021.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.