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Aldebaran Financial’s Walmart Inc WMT Stock Holding History

Aldebaran Financial’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 		$3.25M Buy
26,186
+852
+3% +$105K 3.09% 12
2025
Q4 		$2.84M Buy
25,334
+778
+3% +$83.5K 2.62% 12
2025
Q3 		$2.53M Buy
24,556
+998
+4% +$99.3K 2.53% 12
2025
Q2 		$2.3M Buy
23,558
+646
+3% +$61.5K 2.55% 12
2025
Q1 		$2.01M Buy
22,912
+841
+4% +$78.9K 2.46% 12
2024
Q4 		$2M Sell
22,071
-179
-0.8% -$15.5K 2.34% 13
2024
Q3 		$1.8M Buy
22,250
+2,191
+11% +$161K 2.12% 13
2024
Q2 		$1.36M Buy
20,059
+1,981
+11% +$125K 1.78% 15
2024
Q1 		$1.09M Sell
18,078
-996
-5% -$57K 1.54% 21
2023
Q4 		$1M Hold
19,074
– – 1.48% 19
2023
Q3 		$1.02M Buy
19,074
+270
+1% +$14.4K 1.59% 18
2023
Q2 		$985K Sell
18,804
-1,869
-9% -$94.3K 1.34% 22
2023
Q1 		$1.02M Sell
20,673
-4,086
-17% -$194K 1.31% 20
2022
Q4 		$1.17M Sell
24,759
-1,440
-5% -$68.4K 1.26% 23
2022
Q3 		$1.14M Sell
26,199
-771
-3% -$33.8K 1.25% 27
2022
Q2 		$1.1M Sell
26,970
-5,043
-16% -$233K 1.16% 28
2022
Q1 		$1.59M Buy
32,013
+216
+0.7% +$10.1K 1.23% 25
2021
Q4 		$1.53M Buy
31,797
+285
+0.9% +$13.6K 1.13% 26
2021
Q3 		$1.46M Buy
31,512
+378
+1% +$18.2K 1.18% 21
2021
Q2 		$1.45M Sell
31,134
-471
-1% -$21.9K 1.19% 27
2021
Q1 		$1.43M Buy
31,605
+273
+0.9% +$12.6K 1.26% 25
2020
Q4 		$1.5M Buy
31,332
+1,170
+4% +$56.8K 1.4% 20
2020
Q3 		$1.41M Buy
30,162
+7,332
+32% +$326K 1.46% 21
2020
Q2 		$912K Buy
22,830
+603
+3% +$24.8K 1.07% 32
2020
Q1 		$842K Sell
22,227
-750
-3% -$28.9K 0.82% 44
2019
Q4 		$910K Hold
22,977
– – 0.69% 52
2019
Q3 		$903K Buy
22,977
+258
+1% +$9.74K 0.6% 62
2019
Q2 		$837K Sell
22,719
-1,797
-7% -$61.9K 0.58% 61
2019
Q1 		$797K Sell
24,516
-450
-2% -$14.6K 0.56% 62
2018
Q4 		$775K Sell
24,966
-300
-1% -$9.62K 0.59% 60
2018
Q3 		$791K Buy
25,266
+3
+0% +$92 0.51% 63
2018
Q2 		$721K Buy
25,263
+6,003
+31% +$171K 0.49% 64
2018
Q1 		$571K Buy
+19,260
New +$620K 0.38% 69

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

Aldebaran Financial's WMT Position: Q1 2026 in Review

Aldebaran Financial increased its Walmart Inc (WMT) stake by 3.4% in Q1 2026, buying an estimated $105K and bringing the position to 26,186 shares worth $3.25M. The position accounts for 3.09% of the portfolio, ranked #12.

Aldebaran Financial first reported a position in WMT in Q1 2018 and has held it in 33 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Aldebaran Financial held 26,186 shares of Walmart Inc worth $3.25M as of Q1 2026.
  • Aldebaran Financial bought 852 Walmart Inc shares in Q1 2026, an estimated $105K.
  • Walmart Inc made up 3.09% of Aldebaran Financial's portfolio in Q1 2026, its #12 holding.
  • Aldebaran Financial first reported a position in Walmart Inc in Q1 2018 and has held it in 33 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Aldebaran Financial's 13F filing for Q1 2026, filed 14 May 2026.