Alpha Family Trust’s Walmart Inc WMT Stock Holding History

Alpha Family Trust’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	$3.43M	Buy	27,615 +18,135	+191%	+$2.23M	1.67%	9
2025 Q4	$1.06M	Hold	9,480	–	–	0.48%	34
2025 Q3	$977K	Hold	9,480	–	–	0.46%	39
2025 Q2	$927K	Hold	9,480	–	–	0.46%	39
2025 Q1	$832K	Hold	9,480	–	–	0.49%	47
2024 Q4	$857K	Hold	9,480	–	–	0.48%	32
2024 Q3	$766K	Hold	9,480	–	–	0.43%	41
2024 Q2	$642K	Hold	9,480	–	–	0.38%	49
2024 Q1	$570K	Hold	9,480	–	–	0.35%	57
2023 Q4	$498K	Hold	9,480	–	–	0.34%	56
2023 Q3	$505K	Hold	9,480	–	–	0.38%	52
2023 Q2	$497K	Hold	9,480	–	–	0.35%	49
2023 Q1	$466K	Sell	9,480 -2,295	-19%	-$109K	0.37%	52
2022 Q4	$557K	Buy	11,775 +5,085	+76%	+$241K	0.5%	44
2022 Q3	$289K	Sell	6,690 -765	-10%	-$33.5K	0.22%	33
2022 Q2	$419K	Buy	+7,455	New	+$344K	0.27%	26

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

Alpha Family Trust's WMT Position: Q1 2026 in Review

Alpha Family Trust increased its Walmart Inc (WMT) stake by 191% in Q1 2026, buying an estimated $2.23M and bringing the position to 27,615 shares worth $3.43M. The position accounts for 1.67% of the portfolio, ranked #9.

Alpha Family Trust first reported a position in WMT in Q2 2022 and has held it in 16 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Alpha Family Trust held 27,615 shares of Walmart Inc worth $3.43M as of Q1 2026.
Alpha Family Trust bought 18,135 Walmart Inc shares in Q1 2026, an estimated $2.23M.
Walmart Inc made up 1.67% of Alpha Family Trust's portfolio in Q1 2026, its #9 holding.
Alpha Family Trust first reported a position in Walmart Inc in Q2 2022 and has held it in 16 quarters since.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.