Alpine Woods Capital Investors’s Walmart Inc WMT Stock Holding History

Alpine Woods Capital Investors’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	$857K	Buy	6,899 +4,485	+186%	+$551K	0.21%	93
2025 Q4	$269K	Buy	+2,414	New	+$259K	0.06%	159
2024 Q2	–	Sell	-10,000	Closed	-$594K	–	187
2024 Q1	$594K	Sell	10,000 -12,200	-55%	-$698K	0.12%	127
2023 Q4	$1.17M	Buy	+22,200	New	+$1.17M	0.17%	113
2020 Q3	–	Sell	-9,192	Closed	-$367K	–	259
2020 Q2	$367K	Buy	+9,192	New	+$378K	0.07%	204

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

Alpine Woods Capital Investors's WMT Position: Q1 2026 in Review

Alpine Woods Capital Investors increased its Walmart Inc (WMT) stake by 186% in Q1 2026, buying an estimated $551K and bringing the position to 6,899 shares worth $857K. The position accounts for 0.21% of the portfolio, ranked #93.

Alpine Woods Capital Investors first reported a position in WMT in Q2 2020 and has held it in 5 quarters since. The position peaked at $1.17M in Q4 2023. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Alpine Woods Capital Investors held 6,899 shares of Walmart Inc worth $857K as of Q1 2026.
Alpine Woods Capital Investors bought 4,485 Walmart Inc shares in Q1 2026, an estimated $551K.
Walmart Inc made up 0.21% of Alpine Woods Capital Investors's portfolio in Q1 2026, its #93 holding.
Alpine Woods Capital Investors first reported a position in Walmart Inc in Q2 2020 and has held it in 5 quarters since.
Alpine Woods Capital Investors's Walmart Inc position peaked at $1.17M in Q4 2023.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2026, filed 27 May 2026.