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Arcadia Investment Management’s Walmart Inc WMT Stock Holding History

Arcadia 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 		$3.61M Sell
29,050
-1,004
-3% -$123K 0.62% 41
2025
Q4 		$3.35M Sell
30,054
-9,101
-23% -$977K 0.54% 42
2025
Q3 		$4.04M Sell
39,155
-4,150
-10% -$413K 0.62% 41
2025
Q2 		$4.23M Sell
43,305
-1,255
-3% -$120K 0.68% 39
2025
Q1 		$3.91M Buy
44,560
+1,290
+3% +$121K 0.71% 39
2024
Q4 		$3.91M Buy
43,270
+3,737
+9% +$324K 0.63% 41
2024
Q3 		$3.19M Buy
39,533
+5,615
+17% +$412K 0.52% 44
2024
Q2 		$2.3M Buy
33,918
+8,150
+32% +$513K 0.39% 52
2024
Q1 		$1.55M Buy
25,768
+643
+3% +$36.8K 0.27% 57
2023
Q4 		$1.32M Buy
25,125
+144
+0.6% +$7.62K 0.25% 59
2023
Q3 		$1.33M Buy
24,981
+45
+0.2% +$2.4K 0.28% 59
2023
Q2 		$1.31M Sell
24,936
-96
-0.4% -$4.84K 0.27% 58
2023
Q1 		$1.23M Sell
25,032
-636
-2% -$30.2K 0.27% 65
2022
Q4 		$1.21M Buy
25,668
+7,908
+45% +$376K 0.28% 62
2022
Q3 		$768K Buy
17,760
+10,602
+148% +$464K 0.19% 80
2022
Q2 		$290K Buy
7,158
+1,440
+25% +$66.4K 0.06% 111
2022
Q1 		$284K Sell
5,718
-213
-4% -$10K 0.05% 123
2021
Q4 		$286K Buy
5,931
+768
+15% +$36.7K 0.05% 125
2021
Q3 		$240K Sell
5,163
-2,415
-32% -$116K 0.04% 128
2021
Q2 		$356K Buy
7,578
+3,060
+68% +$143K 0.07% 110
2021
Q1 		$205K Buy
4,518
+288
+7% +$13.3K 0.04% 128
2020
Q4 		$203K Hold
4,230
– – 0.04% 114
2020
Q3 		$197K Hold
4,230
– – 0.04% 117
2020
Q2 		$169K Hold
4,230
– – 0.04% 115
2020
Q1 		$160K Buy
4,230
+870
+26% +$33.5K 0.05% 123
2019
Q4 		$133K Buy
3,360
+960
+40% +$38.1K 0.03% 135
2019
Q3 		$95K Hold
2,400
– – 0.03% 152
2019
Q2 		$88K Sell
2,400
-735
-23% -$25.3K 0.02% 163
2019
Q1 		$102K Sell
3,135
-507
-14% -$16.4K 0.03% 141
2018
Q4 		$113K Sell
3,642
-2,265
-38% -$72.6K 0.04% 128
2018
Q3 		$185K Hold
5,907
– – 0.05% 120
2018
Q2 		$169K Hold
5,907
– – 0.05% 130
2018
Q1 		$175K Hold
5,907
– – 0.05% 127
2017
Q4 		$194K Hold
5,907
– – 0.05% 124
2017
Q3 		$154K Sell
5,907
-1,050
-15% -$27.5K 0.05% 130
2017
Q2 		$176K Sell
6,957
-555
-7% -$14.1K 0.06% 127
2017
Q1 		$180K Buy
7,512
+507
+7% +$11.7K 0.06% 123
2016
Q4 		$161K Sell
7,005
-2,100
-23% -$49K 0.05% 132
2016
Q3 		$219K Hold
9,105
– – 0.07% 114
2016
Q2 		$222K Buy
9,105
+2,655
+41% +$61.5K 0.07% 108
2016
Q1 		$147K Buy
6,450
+345
+6% +$7.56K 0.05% 119
2015
Q4 		$125K Buy
6,105
+3,705
+154% +$74.3K 0.04% 126
2015
Q3 		$51K Hold
2,400
– – 0.02% 144
2015
Q2 		$56K Buy
+2,400
New +$61.2K 0.01% 158
2014
Q1 		– Sell
-12,630
Closed -$331K – 113
2013
Q4 		$331K Hold
12,630
– – 0.08% 93
2013
Q3 		$311K Hold
12,630
– – 0.08% 92
2013
Q2 		$314K Buy
+12,630
New +$324K 0.09% 90

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

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

Arcadia Investment Management reduced its Walmart Inc (WMT) stake by 3.3% in Q1 2026, selling an estimated $123K and leaving 29,050 shares worth $3.61M. The position accounts for 0.62% of the portfolio, ranked #41.

Arcadia Investment Management first reported a position in WMT in Q2 2013 and has held it in 47 quarters since. The position peaked at $4.23M in Q2 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Arcadia Investment Management held 29,050 shares of Walmart Inc worth $3.61M as of Q1 2026.
  • Arcadia Investment Management sold 1,004 Walmart Inc shares in Q1 2026, an estimated $123K.
  • Walmart Inc made up 0.62% of Arcadia Investment Management's portfolio in Q1 2026, its #41 holding.
  • Arcadia Investment Management first reported a position in Walmart Inc in Q2 2013 and has held it in 47 quarters since.
  • Arcadia Investment Management's Walmart Inc position peaked at $4.23M in Q2 2025.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.