Alta Advisers’s Walmart Inc WMT Stock Holding History

Alta Advisers’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	$2.14M	Hold	17,213	–	–	0.77%	19
2025 Q4	$1.92M	Sell	17,213 -4,600	-21%	-$494K	0.69%	20
2025 Q3	$2.25M	Hold	21,813	–	–	0.69%	22
2025 Q2	$2.13M	Buy	21,813 +300	+1%	+$28.6K	0.76%	22
2025 Q1	$1.89M	Buy	21,513 +7,000	+48%	+$657K	0.8%	24
2024 Q4	$1.31M	Buy	14,513 +2,713	+23%	+$235K	0.83%	22
2024 Q3	$953K	Buy	11,800 +500	+4%	+$36.7K	0.44%	24
2024 Q2	$765K	Hold	11,300	–	–	0.37%	27
2024 Q1	$680K	Buy	11,300 +500	+5%	+$28.6K	0.34%	31
2023 Q4	$568K	Buy	10,800 +300	+3%	+$15.9K	0.3%	35
2023 Q3	$560K	Hold	10,500	–	–	0.32%	29
2023 Q2	$550K	Hold	10,500	–	–	0.31%	31
2023 Q1	$516K	Hold	10,500	–	–	0.31%	34
2022 Q4	$496K	Hold	10,500	–	–	0.3%	33
2022 Q3	$454K	Buy	+10,500	New	+$460K	0.29%	34
2013 Q4	–	Sell	-1,053	Closed	-$26K	–	78
2013 Q3	$26K	Sell	1,053 -699	-40%	-$17.6K	0.01%	69
2013 Q2	$44K	Buy	+1,752	New	+$44.9K	0.02%	66

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

Alta Advisers's WMT Position: Q1 2026 in Review

Alta Advisers held its Walmart Inc (WMT) position steady in Q1 2026 at 17,213 shares worth $2.14M. The position accounts for 0.77% of the portfolio, ranked #19.

Alta Advisers first reported a position in WMT in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.25M in Q3 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Alta Advisers held 17,213 shares of Walmart Inc worth $2.14M as of Q1 2026.
Alta Advisers left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up 0.77% of Alta Advisers's portfolio in Q1 2026, its #19 holding.
Alta Advisers first reported a position in Walmart Inc in Q2 2013 and has held it in 17 quarters since.
Alta Advisers's Walmart Inc position peaked at $2.25M in Q3 2025.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.