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Anchor Investment Management’s Walmart Inc WMT Stock Holding History

Anchor 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
Q1 		$9.15M Buy
73,630
+257
+0.4% +$31.6K 0.76% 28
2025
Q4 		$8.17M Sell
73,373
-3,403
-4% -$365K 0.66% 32
2025
Q3 		$7.91M Sell
76,776
-219
-0.3% -$21.8K 0.66% 33
2025
Q2 		$7.53M Sell
76,995
-4,703
-6% -$448K 0.66% 37
2025
Q1 		$7.17M Buy
81,698
+154
+0.2% +$14.4K 0.67% 37
2024
Q4 		$7.37M Sell
81,544
-6,644
-8% -$577K 0.69% 36
2024
Q3 		$7.12M Buy
88,188
+3,043
+4% +$223K 0.67% 36
2024
Q2 		$5.77M Buy
85,145
+5,194
+6% +$327K 0.59% 43
2024
Q1 		$4.81M Buy
79,951
+3,271
+4% +$187K 0.5% 54
2023
Q4 		$4.03M Buy
76,680
+17,769
+30% +$940K 0.46% 61
2023
Q3 		$3.14M Buy
58,911
+279
+0.5% +$14.8K 0.41% 67
2023
Q2 		$3.07M Buy
58,632
+2,484
+4% +$125K 0.39% 71
2023
Q1 		$2.76M Buy
56,148
+3,066
+6% +$146K 0.38% 73
2022
Q4 		$2.51M Buy
53,082
+5,628
+12% +$267K 0.36% 76
2022
Q3 		$2.05M Buy
47,454
+1,230
+3% +$53.9K 0.32% 86
2022
Q2 		$1.87M Buy
46,224
+1,323
+3% +$61K 0.27% 93
2022
Q1 		$2.23M Buy
44,901
+1,611
+4% +$75.6K 0.28% 95
2021
Q4 		$2.09M Buy
43,290
+4,716
+12% +$225K 0.26% 97
2021
Q3 		$1.79M Buy
38,574
+4,416
+13% +$213K 0.25% 99
2021
Q2 		$1.61M Buy
34,158
+2,484
+8% +$116K 0.22% 111
2021
Q1 		$1.43M Buy
31,674
+6,117
+24% +$283K 0.22% 111
2020
Q4 		$1.23M Buy
25,557
+1,734
+7% +$84.2K 0.22% 111
2020
Q3 		$1.11M Buy
23,823
+5,289
+29% +$235K 0.23% 108
2020
Q2 		$740K Buy
18,534
+51
+0.3% +$2.1K 0.17% 139
2020
Q1 		$700K Buy
18,483
+2,043
+12% +$78.6K 0.18% 135
2019
Q4 		$651K Buy
16,440
+90
+0.6% +$3.57K 0.14% 157
2019
Q3 		$647K Buy
16,350
+12
+0.1% +$453 0.15% 154
2019
Q2 		$602K Buy
16,338
+33
+0.2% +$1.14K 0.14% 149
2019
Q1 		$530K Buy
16,305
+18
+0.1% +$584 0.13% 161
2018
Q4 		$506K Buy
16,287
+1,200
+8% +$38.5K 0.14% 156
2018
Q3 		$472K Buy
15,087
+18
+0.1% +$551 0.11% 191
2018
Q2 		$430K Buy
15,069
+36
+0.2% +$1.02K 0.11% 201
2018
Q1 		$446K Sell
15,033
-54
-0.4% -$1.74K 0.12% 189
2017
Q4 		$497K Buy
15,087
+321
+2% +$9.82K 0.13% 171
2017
Q3 		$385K Buy
14,766
+810
+6% +$21.3K 0.11% 189
2017
Q2 		$352K Buy
13,956
+3,000
+27% +$76.2K 0.12% 179
2017
Q1 		$263K Buy
10,956
+75
+0.7% +$1.73K 0.09% 205
2016
Q4 		$251K Hold
10,881
– – 0.09% 195
2016
Q3 		$262K Hold
10,881
– – 0.1% 193
2016
Q2 		$265K Hold
10,881
– – 0.1% 184
2016
Q1 		$248K Buy
+10,881
New +$239K 0.1% 184

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

Anchor Investment Management's WMT Position: Q1 2026 in Review

Anchor Investment Management increased its Walmart Inc (WMT) stake by 0.35% in Q1 2026, buying an estimated $31.6K and bringing the position to 73,630 shares worth $9.15M. The position accounts for 0.76% of the portfolio, ranked #28.

Anchor Investment Management first reported a position in WMT in Q1 2016 and has held it in 41 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Anchor Investment Management held 73,630 shares of Walmart Inc worth $9.15M as of Q1 2026.
  • Anchor Investment Management bought 257 Walmart Inc shares in Q1 2026, an estimated $31.6K.
  • Walmart Inc made up 0.76% of Anchor Investment Management's portfolio in Q1 2026, its #28 holding.
  • Anchor Investment Management first reported a position in Walmart Inc in Q1 2016 and has held it in 41 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.