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Alphinity Investment Management’s Walmart Inc WMT Stock Holding History

Alphinity Investment Management’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
Q2 		$9.25M Sell
81,684
-20,921
-20% -$2.6M 0.15% 25
2026
Q1 		$12.8M Sell
102,605
-22,741
-18% -$2.79M 0.22% 26
2025
Q4 		$14M Buy
125,346
+80,291
+178% +$8.62M 0.14% 27
2025
Q3 		$4.64M Buy
45,055
+12,123
+37% +$1.21M 0.05% 27
2025
Q2 		$3.22M Buy
+32,932
New +$3.14M 0.03% 27
2018
Q2 		– Sell
-511,611
Closed -$15.2M – 31
2018
Q1 		$15.2M Buy
+511,611
New +$16.5M 3.44% 19

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Alphinity Investment Management's WMT Position: Q2 2026 in Review

Alphinity Investment Management reduced its Walmart Inc (WMT) stake by 20% in Q2 2026, selling an estimated $2.6M and leaving 81,684 shares worth $9.25M. The position accounts for 0.15% of the portfolio, ranked #25.

Alphinity Investment Management first reported a position in WMT in Q1 2018 and has held it in 6 quarters since. The position peaked at $15.2M in Q1 2018. 4,376 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Alphinity Investment Management held 81,684 shares of Walmart Inc worth $9.25M as of Q2 2026.
  • Alphinity Investment Management sold 20,921 Walmart Inc shares in Q2 2026, an estimated $2.6M.
  • Walmart Inc made up 0.15% of Alphinity Investment Management's portfolio in Q2 2026, its #25 holding.
  • Alphinity Investment Management first reported a position in Walmart Inc in Q1 2018 and has held it in 6 quarters since.
  • Alphinity Investment Management's Walmart Inc position peaked at $15.2M in Q1 2018.
  • 4,376 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Alphinity Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.