Algert Global’s Walmart Inc WMT Stock Holding History

Algert Global’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	$677K	Sell	5,444 -9,032	-62%	-$1.11M	0.01%	929
2025 Q4	$1.61M	Buy	14,476 +2,025	+16%	+$217K	0.03%	764
2025 Q3	$1.28M	Buy	12,451 +79	+0.6%	+$7.86K	0.02%	797
2025 Q2	$1.21M	Sell	12,372 -653	-5%	-$62.2K	0.03%	763
2025 Q1	$1.14M	Sell	13,025 -67,651	-84%	-$6.35M	0.03%	743
2024 Q4	$7.29M	Buy	80,676 +76,058	+1,647%	+$6.6M	0.17%	183
2024 Q3	$373K	Buy	+4,618	New	+$339K	0.01%	960
2021 Q1	–	Sell	-29,016	Closed	-$1.39M	–	544
2020 Q4	$1.39M	Hold	29,016	–	–	0.4%	81
2020 Q3	$1.35M	Buy	+29,016	New	+$1.29M	0.43%	85
2016 Q3	–	Sell	-9,066	Closed	-$221K	–	445
2016 Q2	$221K	Buy	+9,066	New	+$210K	0.09%	311
2016 Q1	–	Sell	-10,770	Closed	-$220K	–	401
2015 Q4	$220K	Buy	+10,770	New	+$216K	0.1%	282

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Algert Global's WMT Position: Q1 2026 in Review

Algert Global reduced its Walmart Inc (WMT) stake by 62% in Q1 2026, selling an estimated $1.11M and leaving 5,444 shares worth $677K. The position accounts for 0.01% of the portfolio, ranked #929.

Algert Global first reported a position in WMT in Q4 2015 and has held it in 11 quarters since. The position peaked at $7.29M in Q4 2024. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Algert Global held 5,444 shares of Walmart Inc worth $677K as of Q1 2026.
Algert Global sold 9,032 Walmart Inc shares in Q1 2026, an estimated $1.11M.
Walmart Inc made up 0.01% of Algert Global's portfolio in Q1 2026, its #929 holding.
Algert Global first reported a position in Walmart Inc in Q4 2015 and has held it in 11 quarters since.
Algert Global's Walmart Inc position peaked at $7.29M in Q4 2024.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.