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Wilson & Boucher Capital Management’s Walmart Inc WMT Stock Holding History

Wilson & Boucher Capital 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 		$2.07M Sell
16,627
-25
-0.2% -$3.07K 1.37% 19
2025
Q4 		$1.86M Sell
16,652
-10
-0.1% -$1.07K 1.22% 21
2025
Q3 		$1.72M Sell
16,662
-500
-3% -$49.8K 1.13% 22
2025
Q2 		$1.68M Sell
17,162
-900
-5% -$85.7K 1.17% 22
2025
Q1 		$1.59M Sell
18,062
-1,200
-6% -$113K 1.18% 22
2024
Q4 		$1.74M Sell
19,262
-600
-3% -$52.1K 1.23% 19
2024
Q3 		$1.6M Sell
19,862
-356
-2% -$26.1K 1.1% 20
2024
Q2 		$1.37M Sell
20,218
-351
-2% -$22.1K 1.05% 24
2024
Q1 		$1.24M Sell
20,569
-47
-0.2% -$2.69K 0.98% 27
2023
Q4 		$1.08M Hold
20,616
– – 0.91% 31
2023
Q3 		$1.1M Buy
20,616
+300
+1% +$16K 1.04% 28
2023
Q2 		$1.06M Sell
20,316
-12
-0.1% -$605 0.96% 31
2023
Q1 		$999K Buy
20,328
+657
+3% +$31.2K 0.96% 34
2022
Q4 		$930K Hold
19,671
– – 0.95% 35
2022
Q3 		$850K Sell
19,671
-1,245
-6% -$54.5K 0.99% 35
2022
Q2 		$848K Sell
20,916
-150
-0.7% -$6.92K 0.93% 40
2022
Q1 		$1.05M Sell
21,066
-150
-0.7% -$7.04K 0.95% 32
2021
Q4 		$1.02M Buy
+21,216
New +$1.01M 0.92% 35

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

Wilson & Boucher Capital Management's WMT Position: Q1 2026 in Review

Wilson & Boucher Capital Management reduced its Walmart Inc (WMT) stake by 0.15% in Q1 2026, selling an estimated $3.07K and leaving 16,627 shares worth $2.07M. The position accounts for 1.37% of the portfolio, ranked #19.

Wilson & Boucher Capital Management first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. 4,430 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Wilson & Boucher Capital Management held 16,627 shares of Walmart Inc worth $2.07M as of Q1 2026.
  • Wilson & Boucher Capital Management sold 25 Walmart Inc shares in Q1 2026, an estimated $3.07K.
  • Walmart Inc made up 1.37% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #19 holding.
  • Wilson & Boucher Capital Management first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • 4,430 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.