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Alerus Financial’s Walmart Inc WMT Stock Holding History

Alerus 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 		$11.2M Buy
90,513
+1,430
+2% +$176K 0.56% 25
2025
Q4 		$9.92M Sell
89,083
-723
-0.8% -$77.6K 0.49% 32
2025
Q3 		$9.26M Buy
89,806
+19,975
+29% +$1.99M 0.47% 36
2025
Q2 		$6.83M Sell
69,831
-767
-1% -$73.1K 0.49% 45
2025
Q1 		$6.2M Sell
70,598
-152
-0.2% -$14.3K 0.5% 51
2024
Q4 		$6.39M Sell
70,750
-4,766
-6% -$414K 0.49% 50
2024
Q3 		$6.1M Sell
75,516
-4,931
-6% -$362K 0.45% 55
2024
Q2 		$5.45M Sell
80,447
-1,615
-2% -$102K 0.41% 58
2024
Q1 		$4.94M Buy
82,062
+912
+1% +$52.2K 0.37% 65
2023
Q4 		$4.26M Sell
81,150
-152,070
-65% -$8.05M 0.35% 75
2023
Q3 		$12.4M Sell
233,220
-10,866
-4% -$578K 1.1% 18
2023
Q2 		$12.8M Sell
244,086
-2,037
-0.8% -$103K 1.08% 18
2023
Q1 		$12.1M Buy
246,123
+55,239
+29% +$2.62M 1.08% 18
2022
Q4 		$9.02M Buy
+190,884
New +$9.07M 0.83% 22
2022
Q3 		– Sell
-6,915
Closed -$280K – 176
2022
Q2 		$280K Sell
6,915
-5,802
-46% -$268K 0.03% 144
2022
Q1 		$632K Sell
12,717
-64,089
-83% -$3.01M 0.05% 139
2021
Q4 		$3.71M Buy
76,806
+5,949
+8% +$284K 0.3% 85
2021
Q3 		$3.29M Buy
70,857
+6,024
+9% +$290K 0.3% 84
2021
Q2 		$3.05M Sell
64,833
-34,329
-35% -$1.6M 0.31% 81
2021
Q1 		$4.49M Sell
99,162
-14,460
-13% -$670K 0.47% 56
2020
Q4 		$5.46M Sell
113,622
-753
-0.7% -$36.6K 0.55% 43
2020
Q3 		$5.33M Buy
114,375
+51,423
+82% +$2.29M 0.6% 39
2020
Q2 		$2.51M Buy
62,952
+13,452
+27% +$553K 0.3% 85
2020
Q1 		$1.88M Buy
+49,500
New +$1.9M 0.26% 87

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

Alerus Financial's WMT Position: Q1 2026 in Review

Alerus Financial increased its Walmart Inc (WMT) stake by 1.6% in Q1 2026, buying an estimated $176K and bringing the position to 90,513 shares worth $11.2M. The position accounts for 0.56% of the portfolio, ranked #25.

Alerus Financial first reported a position in WMT in Q1 2020 and has held it in 24 quarters since. The position peaked at $12.8M in Q2 2023. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Alerus Financial held 90,513 shares of Walmart Inc worth $11.2M as of Q1 2026.
  • Alerus Financial bought 1,430 Walmart Inc shares in Q1 2026, an estimated $176K.
  • Walmart Inc made up 0.56% of Alerus Financial's portfolio in Q1 2026, its #25 holding.
  • Alerus Financial first reported a position in Walmart Inc in Q1 2020 and has held it in 24 quarters since.
  • Alerus Financial's Walmart Inc position peaked at $12.8M in Q2 2023.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.