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Access Investment Management’s Walmart Inc WMT Stock Holding History

Access Investment 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 		– Sell
-261
Closed -$26.9K – 181
2025
Q4 		$26.9K Hold
261
– – 0.01% 119
2025
Q3 		$26.9K Hold
261
– – 0.01% 119
2025
Q2 		$25.5K Buy
+261
New +$24.9K 0.01% 120

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

Access Investment Management's WMT Position: Q1 2026 in Review

Access Investment Management sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 261 shares — an estimated $26.9K sold.

Access Investment Management first reported a position in WMT in Q2 2025 and held it in 3 quarters. The position peaked at $26.9K in Q4 2025. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Access Investment Management reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
  • Access Investment Management sold 261 Walmart Inc shares in Q1 2026, an estimated $26.9K.
  • Access Investment Management first reported a position in Walmart Inc in Q2 2025 and held it in 3 quarters.
  • Access Investment Management's Walmart Inc position peaked at $26.9K in Q4 2025.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Access Investment Management's 13F filing for Q1 2026, filed 22 May 2026.