Rothschild Wealth LLC Has $1.67 Million Stock Position in Walmart Inc. $WMT

Posted by George Bondi on Jun 17th, 2026

Walmart logo Rothschild Wealth LLC grew its position in Walmart Inc. (NASDAQ:WMT – Free Report) by 95.7% in the 4th quarter, Holdings Channel reports. The institutional investor owned 14,959 shares of the retailer’s stock after purchasing an additional 7,314 shares during the period. Rothschild Wealth LLC’s holdings in Walmart were worth $1,667,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Vanguard Group Inc. increased its stake in shares of Walmart by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 439,957,146 shares of the retailer’s stock valued at $49,015,626,000 after buying an additional 4,304,436 shares during the period. State Street Corp increased its stake in shares of Walmart by 1.2% in the 3rd quarter. State Street Corp now owns 184,805,978 shares of the retailer’s stock valued at $19,046,104,000 after buying an additional 2,242,364 shares during the period. Geode Capital Management LLC increased its stake in shares of Walmart by 6.8% in the 4th quarter. Geode Capital Management LLC now owns 103,010,709 shares of the retailer’s stock valued at $11,426,753,000 after buying an additional 6,517,394 shares during the period. Norges Bank acquired a new stake in shares of Walmart in the 4th quarter valued at $6,458,529,000. Finally, Fisher Asset Management LLC grew its stake in shares of Walmart by 0.8% during the fourth quarter. Fisher Asset Management LLC now owns 40,626,852 shares of the retailer’s stock worth $4,526,238,000 after purchasing an additional 328,229 shares during the period. 26.76% of the stock is owned by institutional investors and hedge funds.

Walmart Stock Performance

Shares of Walmart stock opened at $121.03 on Wednesday. The firm has a market cap of $963.17 billion, a price-to-earnings ratio of 42.47, a price-to-earnings-growth ratio of 4.51 and a beta of 0.59. The stock’s 50-day moving average is $125.09 and its 200-day moving average is $121.96. Walmart Inc. has a one year low of $93.62 and a one year high of $135.15. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.77 and a quick ratio of 0.23.

Walmart (NASDAQ:WMT – Get Free Report) last issued its quarterly earnings results on Thursday, May 21st. The retailer reported $0.66 EPS for the quarter, meeting analysts’ consensus estimates of $0.66. The company had revenue of $177.75 billion for the quarter, compared to analyst estimates of $174.84 billion. Walmart had a return on equity of 21.25% and a net margin of 3.13%.The company’s quarterly revenue was up 7.4% compared to the same quarter last year. During the same period in the previous year, the company posted $0.61 earnings per share. Walmart has set its FY 2027 guidance at 2.750-2.850 EPS and its Q2 2027 guidance at 0.720-0.740 EPS. Equities analysts predict that Walmart Inc. will post 2.89 earnings per share for the current fiscal year.

Key Walmart News

Here are the key news stories impacting Walmart this week:

Positive Sentiment: Walmart’s advertising business is reportedly surging as marketplace activity, seller spending, and digital engagement boost retail media revenue, reinforcing a fast-growing higher-margin profit stream. Walmart’s Advertising Revenues Soar: Is Retail Media Paying Off?
Positive Sentiment: New delivery options, including Subway meals through Walmart delivery, suggest the company is continuing to expand convenience offerings and deepen customer engagement. Walmart Inc (WMT) Adds Subway Meals Delivery. Get the Bigger Picture
Positive Sentiment: Walmart was highlighted among the best S&P 500 stocks to buy now according to analysts, signaling continued confidence in its defensive business model and growth profile. Walmart (WMT) – Among the 14 Best S&P 500 Stocks to Buy Now According to Analysts
Positive Sentiment: Quarterly earnings season coverage showed Walmart outperforming many large-format grocery and general merchandise peers, reinforcing relative strength versus competitors. Q1 Earnings Outperformers: Walmart (NASDAQ:WMT) And The Rest of the Large-format Grocery & General Merchandise Retailer Stocks
Neutral Sentiment: Several articles debated whether Walmart’s recent rally is fully justified and whether the stock’s party is over, but these pieces were more commentary than a direct business catalyst. Walmart (WMT) Stock After Recent Retail Sentiment Shifts Is The Rally Justified
Neutral Sentiment: One executive stock sale and a price-prediction style article could create some headline noise, but they do not appear to materially change the company’s operating outlook. Walmart (NASDAQ:WMT) EVP Sells $1,435,203.96 in Stock
Negative Sentiment: One article argued another e-commerce and fintech company may be a better buy than Walmart, which could slightly temper enthusiasm at the margin, though it does not alter Walmart’s fundamentals. Forget Walmart: This E-Commerce and Fintech Giant Is Growing 40% YoY and Is a Better Buy

Analysts Set New Price Targets

A number of brokerages recently commented on WMT. Truist Financial set a $140.00 price objective on Walmart in a research note on Thursday, May 21st. Morgan Stanley lifted their price objective on Walmart from $135.00 to $140.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 22nd. Bank of America began coverage on Walmart in a research note on Friday, February 27th. They set a “buy” rating and a $150.00 price objective for the company. Rothschild & Co Redburn set a $150.00 price objective on Walmart in a research note on Tuesday, February 17th. Finally, Freedom Capital raised Walmart from a “strong sell” rating to a “hold” rating in a research note on Thursday, May 21st. One research analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $138.85.

Read Our Latest Stock Report on WMT

Insider Buying and Selling

In other news, EVP Christopher James Nicholas sold 2,900 shares of the business’s stock in a transaction dated Thursday, May 21st. The stock was sold at an average price of $123.92, for a total value of $359,368.00. Following the sale, the executive vice president directly owned 577,853 shares in the company, valued at $71,607,543.76. The trade was a 0.50% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director C Douglas Mcmillon sold 19,416 shares of the business’s stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $118.63, for a total value of $2,303,320.08. Following the completion of the sale, the director owned 4,174,579 shares in the company, valued at approximately $495,230,306.77. This trade represents a 0.46% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 128,986 shares of company stock valued at $15,927,908. Corporate insiders own 0.09% of the company’s stock.

About Walmart

(Free Report)

Walmart is a multinational retail corporation that operates a broad portfolio of store formats and digital services. Its core business includes large-format supercenters, discount department stores, neighborhood grocery stores and a membership warehouse chain, Sam’s Club. The company’s merchandising mix covers groceries, household goods, apparel, electronics and pharmacy services, supplemented by private-label products and category-specific offerings. Walmart pairs its physical store network with online platforms and mobile applications to provide omnichannel shopping, fulfillment and delivery options for consumers and businesses.

The company was founded by Sam Walton, who opened the first store in Rogers, Arkansas in 1962; it is headquartered in Bentonville, Arkansas.