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Widmann Financial Services’s Walmart Inc WMT Stock Holding History

Widmann Financial Services’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 		$914K Sell
7,356
-99
-1% -$12.2K 0.54% 55
2025
Q4 		$831K Buy
7,455
+900
+14% +$96.6K 0.51% 58
2025
Q3 		$676K Buy
6,555
+1
+0% +$100 0.42% 62
2025
Q2 		$641K Buy
6,554
+47
+0.7% +$4.48K 0.45% 58
2025
Q1 		$571K Hold
6,507
– – 0.44% 56
2024
Q4 		$588K Hold
6,507
– – 0.45% 53
2024
Q3 		$525K Sell
6,507
-98
-1% -$7.2K 0.4% 56
2024
Q2 		$447K Buy
6,605
+3
+0% +$189 0.36% 54
2024
Q1 		$397K Sell
6,602
-1,198
-15% -$68.5K 0.33% 59
2023
Q4 		$410K Sell
7,800
-2,421
-24% -$128K 0.37% 54
2023
Q3 		$545K Buy
10,221
+2,595
+34% +$138K 0.54% 51
2023
Q2 		$400K Buy
7,626
+3
+0% +$151 0.38% 56
2023
Q1 		$375K Hold
7,623
– – 0.38% 58
2022
Q4 		$360K Buy
7,623
+3
+0% +$142 0.38% 59
2022
Q3 		$330K Hold
7,620
– – 0.37% 63
2022
Q2 		$308K Sell
7,620
-897
-11% -$41.4K 0.32% 65
2022
Q1 		$422K Hold
8,517
– – 0.37% 56
2021
Q4 		$410K Buy
+8,517
New +$407K 0.34% 55

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

Widmann Financial Services's WMT Position: Q1 2026 in Review

Widmann Financial Services reduced its Walmart Inc (WMT) stake by 1.3% in Q1 2026, selling an estimated $12.2K and leaving 7,356 shares worth $914K. The position accounts for 0.54% of the portfolio, ranked #55.

Widmann Financial Services first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Widmann Financial Services held 7,356 shares of Walmart Inc worth $914K as of Q1 2026.
  • Widmann Financial Services sold 99 Walmart Inc shares in Q1 2026, an estimated $12.2K.
  • Walmart Inc made up 0.54% of Widmann Financial Services's portfolio in Q1 2026, its #55 holding.
  • Widmann Financial Services first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.