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Xcel Wealth Management’s Walmart Inc WMT Stock Holding History

Xcel 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 		$5.03M Sell
40,445
-9,405
-19% -$1.15M 1.39% 18
2025
Q4 		$5.55M Sell
49,850
-280
-0.6% -$30.1K 1.41% 19
2025
Q3 		$5.17M Sell
50,130
-300
-0.6% -$29.9K 1.34% 20
2025
Q2 		$4.93M Sell
50,430
-2,308
-4% -$220K 1.4% 20
2025
Q1 		$4.63M Sell
52,738
-7,228
-12% -$678K 1.44% 16
2024
Q4 		$5.42M Sell
59,966
-3,347
-5% -$290K 1.5% 16
2024
Q3 		$5.11M Sell
63,313
-650
-1% -$47.7K 1.5% 17
2024
Q2 		$4.33M Sell
63,963
-1,000
-2% -$63K 1.36% 21
2024
Q1 		$3.91M Sell
64,963
-2,762
-4% -$158K 1.22% 24
2023
Q4 		$3.56M Sell
67,725
-7,188
-10% -$380K 1.25% 21
2023
Q3 		$3.99M Sell
74,913
-12,375
-14% -$659K 1.58% 19
2023
Q2 		$4.57M Hold
87,288
– – 1.45% 19
2023
Q1 		$4.29M Sell
87,288
-990
-1% -$47K 1.51% 19
2022
Q4 		$4.17M Sell
88,278
-15
-0% -$712 1.64% 17
2022
Q3 		$3.82M Sell
88,293
-43,956
-33% -$1.93M 1.42% 21
2022
Q2 		$5.36M Sell
132,249
-8,397
-6% -$387K 1.95% 16
2022
Q1 		$6.98M Buy
140,646
+18,945
+16% +$889K 1.91% 15
2021
Q4 		$5.87M Buy
121,701
+15,453
+15% +$738K 1.51% 23
2021
Q3 		$4.94M Buy
106,248
+90
+0.1% +$4.34K 1.43% 23
2021
Q2 		$4.99M Sell
106,158
-474
-0.4% -$22.1K 1.51% 21
2021
Q1 		$4.83M Buy
106,632
+78,435
+278% +$3.63M 1.72% 18
2020
Q4 		$1.35M Buy
28,197
+5,538
+24% +$269K 0.58% 42
2020
Q3 		$1.06M Buy
22,659
+10,227
+82% +$455K 0.54% 41
2020
Q2 		$496K Buy
12,432
+738
+6% +$30.4K 0.31% 64
2020
Q1 		$442K Sell
11,694
-12,450
-52% -$479K 0.4% 52
2019
Q4 		$956K Hold
24,144
– – 0.79% 35
2019
Q3 		$955K Hold
24,144
– – 0.88% 31
2019
Q2 		$889K Hold
24,144
– – 0.87% 35
2019
Q1 		$784K Buy
+24,144
New +$783K 0.81% 36

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

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

Xcel Wealth Management reduced its Walmart Inc (WMT) stake by 19% in Q1 2026, selling an estimated $1.15M and leaving 40,445 shares worth $5.03M. The position accounts for 1.39% of the portfolio, ranked #18.

Xcel Wealth Management first reported a position in WMT in Q1 2019 and has held it in 29 quarters since. The position peaked at $6.98M in Q1 2022. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Xcel Wealth Management held 40,445 shares of Walmart Inc worth $5.03M as of Q1 2026.
  • Xcel Wealth Management sold 9,405 Walmart Inc shares in Q1 2026, an estimated $1.15M.
  • Walmart Inc made up 1.39% of Xcel Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Xcel Wealth Management first reported a position in Walmart Inc in Q1 2019 and has held it in 29 quarters since.
  • Xcel Wealth Management's Walmart Inc position peaked at $6.98M in Q1 2022.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.