WPWealth’s Walmart Inc WMT Stock Holding History

WPWealth’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	$660K	Sell	5,309 -115	-2%	-$14.1K	0.1%	53
2025 Q4	$604K	Buy	5,424 +655	+14%	+$70.3K	0.09%	57
2025 Q3	$491K	Sell	4,769 -16	-0.3%	-$1.59K	0.08%	65
2025 Q2	$468K	Buy	4,785 +28	+0.6%	+$2.67K	0.08%	64
2025 Q1	$418K	Sell	4,757 -26	-0.5%	-$2.44K	0.08%	62
2024 Q4	$432K	Sell	4,783 -285	-6%	-$24.7K	0.09%	60
2024 Q3	$409K	Buy	5,068 +781	+18%	+$57.4K	0.08%	59
2024 Q2	$290K	Buy	4,287 +43	+1%	+$2.71K	0.07%	58
2024 Q1	$255K	Sell	4,244 -586	-12%	-$33.5K	0.07%	57
2023 Q4	$254K	Buy	4,830 +3	+0.1%	+$159	0.08%	52
2023 Q3	$257K	Sell	4,827 -336	-7%	-$17.9K	0.1%	50
2023 Q2	$271K	Buy	5,163 +333	+7%	+$16.8K	0.12%	45
2023 Q1	$237K	Buy	4,830 +117	+2%	+$5.55K	0.11%	40
2022 Q4	$223K	Buy	+4,713	New	+$224K	0.12%	33

Other funds holding WMT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return