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Alaethes Wealth’s Walmart Inc WMT Stock Holding History

Alaethes Wealth’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 		$505K Sell
4,056
-117
-3% -$14.4K 0.14% 92
2025
Q4 		$466K Buy
4,173
+23
+0.6% +$2.47K 0.13% 95
2025
Q3 		$428K Sell
4,150
-50
-1% -$4.98K 0.12% 91
2025
Q2 		$411K Sell
4,200
-11
-0.3% -$1.05K 0.12% 91
2025
Q1 		$371K Buy
4,211
+364
+9% +$34.1K 0.14% 94
2024
Q4 		$348K Hold
3,847
– – 0.12% 95
2024
Q3 		$311K Hold
3,847
– – 0.11% 98
2024
Q2 		$260K Hold
3,847
– – 0.11% 101
2024
Q1 		$232K Sell
3,847
-59
-2% -$3.38K 0.1% 107
2023
Q4 		$205K Buy
3,906
+78
+2% +$4.13K 0.1% 110
2023
Q3 		$204K Buy
3,828
+6
+0.2% +$319 0.11% 109
2023
Q2 		$200K Sell
3,822
-618
-14% -$31.2K 0.11% 107
2023
Q1 		$218K Buy
+4,440
New +$211K 0.13% 107
2022
Q4 		– Sell
-35,013
Closed -$1.51M – 110
2022
Q3 		$1.51M Buy
35,013
+1,635
+5% +$71.6K 1.11% 24
2022
Q2 		$1.35M Buy
33,378
+3,684
+12% +$170K 1% 27
2022
Q1 		$1.47M Buy
29,694
+144
+0.5% +$6.76K 0.94% 28
2021
Q4 		$1.43M Sell
29,550
-135
-0.5% -$6.45K 0.9% 35
2021
Q3 		$1.38M Sell
29,685
-879
-3% -$42.3K 1% 28
2021
Q2 		$1.44M Sell
30,564
-1,290
-4% -$60.1K 1.11% 22
2021
Q1 		$1.44M Buy
+31,854
New +$1.48M 1.34% 19

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

Alaethes Wealth's WMT Position: Q1 2026 in Review

Alaethes Wealth reduced its Walmart Inc (WMT) stake by 2.8% in Q1 2026, selling an estimated $14.4K and leaving 4,056 shares worth $505K. The position accounts for 0.14% of the portfolio, ranked #92.

Alaethes Wealth first reported a position in WMT in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.51M in Q3 2022. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Alaethes Wealth held 4,056 shares of Walmart Inc worth $505K as of Q1 2026.
  • Alaethes Wealth sold 117 Walmart Inc shares in Q1 2026, an estimated $14.4K.
  • Walmart Inc made up 0.14% of Alaethes Wealth's portfolio in Q1 2026, its #92 holding.
  • Alaethes Wealth first reported a position in Walmart Inc in Q1 2021 and has held it in 20 quarters since.
  • Alaethes Wealth's Walmart Inc position peaked at $1.51M in Q3 2022.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.