Whalen Wealth Management’s Walmart Inc WMT Stock Holding History

Whalen 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	$959K	Sell	7,720 -268	-3%	-$32.9K	0.51%	49
2025 Q4	$890K	Buy	+7,988	New	+$858K	0.48%	56

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

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

Whalen Wealth Management reduced its Walmart Inc (WMT) stake by 3.4% in Q1 2026, selling an estimated $32.9K and leaving 7,720 shares worth $959K. The position accounts for 0.51% of the portfolio, ranked #49.

Whalen Wealth Management first reported a position in WMT in Q4 2025 and has held it in 2 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Whalen Wealth Management held 7,720 shares of Walmart Inc worth $959K as of Q1 2026.
Whalen Wealth Management sold 268 Walmart Inc shares in Q1 2026, an estimated $32.9K.
Walmart Inc made up 0.51% of Whalen Wealth Management's portfolio in Q1 2026, its #49 holding.
Whalen Wealth Management first reported a position in Walmart Inc in Q4 2025 and has held it in 2 quarters since.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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