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Annis Gardner Whiting Capital Advisors’s Walmart Inc WMT Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$1.33M Buy
10,656
+576
+6% +$70.7K 0.21% 80
2025
Q4 		$1.12M Buy
10,080
+438
+5% +$47K 0.21% 89
2025
Q3 		$994K Buy
9,642
+2,451
+34% +$244K 0.2% 90
2025
Q2 		$703K Buy
7,191
+1,321
+23% +$126K 0.24% 86
2025
Q1 		$517K Sell
5,870
-67
-1% -$6.29K 0.22% 96
2024
Q4 		$538K Buy
5,937
+98
+2% +$8.5K 0.15% 122
2024
Q3 		$472K Sell
5,839
-822
-12% -$60.4K 0.13% 133
2024
Q2 		$451K Buy
6,661
+350
+6% +$22K 0.13% 141
2024
Q1 		$381K Buy
6,311
+1,286
+26% +$73.6K 0.14% 121
2023
Q4 		$265K Sell
5,025
-42
-0.8% -$2.22K 0.12% 130
2023
Q3 		$270K Buy
+5,067
New +$270K 0.14% 113

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

Annis Gardner Whiting Capital Advisors's WMT Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Walmart Inc (WMT) stake by 5.7% in Q1 2026, buying an estimated $70.7K and bringing the position to 10,656 shares worth $1.33M. The position accounts for 0.21% of the portfolio, ranked #80.

Annis Gardner Whiting Capital Advisors first reported a position in WMT in Q3 2023 and has held it in 11 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 10,656 shares of Walmart Inc worth $1.33M as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors bought 576 Walmart Inc shares in Q1 2026, an estimated $70.7K.
  • Walmart Inc made up 0.21% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #80 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Walmart Inc in Q3 2023 and has held it in 11 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.