WFA of San Diego’s Walmart Inc WMT Stock Holding History

WFA of San Diego’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	$27.6K	Hold	222	–	–	0.02%	224
2025 Q4	$24.7K	Hold	222	–	–	0.02%	256
2025 Q3	$22.9K	Hold	222	–	–	0.02%	269
2025 Q2	$21.7K	Buy	+222	New	+$21.2K	0.02%	264
2024 Q3	$13K	Hold	161	–	–	0.01%	267
2024 Q2	$10.9K	Buy	+161	New	+$10.1K	0.01%	273
2023 Q3	$9.44K	Hold	177	–	–	0.01%	282
2023 Q2	$9.27K	Buy	+177	New	+$8.93K	0.01%	284
2023 Q1	–	Sell	-378	Closed	-$17.9K	–	438
2022 Q4	$17.9K	Buy	+378	New	+$18K	0.01%	300
2022 Q3	–	Sell	-36	Closed	-$1K	–	404
2022 Q2	$1K	Buy	+36	New	+$1.66K	﹤0.01%	399
2020 Q3	–	Sell	-7,209	Closed	-$280K	–	246
2020 Q2	$280K	Buy	+7,209	New	+$297K	0.07%	211

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

WFA of San Diego's WMT Position: Q1 2026 in Review

WFA of San Diego held its Walmart Inc (WMT) position steady in Q1 2026 at 222 shares worth $27.6K. The position accounts for 0.02% of the portfolio, ranked #224.

WFA of San Diego first reported a position in WMT in Q2 2020 and has held it in 11 quarters since. The position peaked at $280K in Q2 2020. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

WFA of San Diego held 222 shares of Walmart Inc worth $27.6K as of Q1 2026.
WFA of San Diego left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up 0.02% of WFA of San Diego's portfolio in Q1 2026, its #224 holding.
WFA of San Diego first reported a position in Walmart Inc in Q2 2020 and has held it in 11 quarters since.
WFA of San Diego's Walmart Inc position peaked at $280K in Q2 2020.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.