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AlphaCore Capital’s Walmart Inc WMT Stock Holding History

AlphaCore Capital’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 		$18.1M Sell
145,707
-6,954
-5% -$854K 0.43% 64
2025
Q4 		$17M Buy
152,661
+55,685
+57% +$5.98M 0.38% 70
2025
Q3 		$9.99M Buy
96,976
+10,213
+12% +$1.02M 0.34% 66
2025
Q2 		$8.48M Buy
86,763
+10,321
+14% +$983K 0.32% 67
2025
Q1 		$6.73M Buy
76,442
+11,942
+19% +$1.12M 0.57% 35
2024
Q4 		$5.84M Sell
64,500
-6,490
-9% -$563K 1.26% 13
2024
Q3 		$5.73M Buy
70,990
+2,741
+4% +$201K 1.29% 14
2024
Q2 		$4.62M Buy
68,249
+10,766
+19% +$678K 1.12% 17
2024
Q1 		$3.46M Buy
57,483
+3,243
+6% +$186K 0.92% 21
2023
Q4 		$2.86M Sell
54,240
-1,137
-2% -$60.2K 0.42% 45
2023
Q3 		$2.95M Buy
55,377
+462
+0.8% +$24.6K 0.47% 42
2023
Q2 		$2.88M Buy
54,915
+23,751
+76% +$1.2M 0.46% 44
2023
Q1 		$1.53M Buy
+31,164
New +$1.48M 0.41% 39
2020
Q2 		– Sell
-561
Closed -$21K – 308
2020
Q1 		$21K Buy
+561
New +$21.6K 0.02% 158

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

AlphaCore Capital's WMT Position: Q1 2026 in Review

AlphaCore Capital reduced its Walmart Inc (WMT) stake by 4.6% in Q1 2026, selling an estimated $854K and leaving 145,707 shares worth $18.1M. The position accounts for 0.43% of the portfolio, ranked #64.

AlphaCore Capital first reported a position in WMT in Q1 2020 and has held it in 14 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • AlphaCore Capital held 145,707 shares of Walmart Inc worth $18.1M as of Q1 2026.
  • AlphaCore Capital sold 6,954 Walmart Inc shares in Q1 2026, an estimated $854K.
  • Walmart Inc made up 0.43% of AlphaCore Capital's portfolio in Q1 2026, its #64 holding.
  • AlphaCore Capital first reported a position in Walmart Inc in Q1 2020 and has held it in 14 quarters since.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.