ACM
WMT icon

Ashford Capital Management’s Walmart Inc WMT Stock Holding History

Ashford Capital 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 		$1.2M Hold
9,681
– – 0.15% 74
2025
Q4 		$1.08M Sell
9,681
-30
-0.3% -$3.22K 0.12% 81
2025
Q3 		$1M Hold
9,711
– – 0.11% 81
2025
Q2 		$950K Sell
9,711
-119
-1% -$11.3K 0.11% 77
2025
Q1 		$863K Sell
9,830
-1,150
-10% -$108K 0.11% 77
2024
Q4 		$992K Buy
10,980
+1,060
+11% +$92K 0.12% 76
2024
Q3 		$801K Buy
+9,920
New +$729K 0.1% 79

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

Ashford Capital Management's WMT Position: Q1 2026 in Review

Ashford Capital Management held its Walmart Inc (WMT) position steady in Q1 2026 at 9,681 shares worth $1.2M. The position accounts for 0.15% of the portfolio, ranked #74.

Ashford Capital Management first reported a position in WMT in Q3 2024 and has held it in 7 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Ashford Capital Management held 9,681 shares of Walmart Inc worth $1.2M as of Q1 2026.
  • Ashford Capital Management left its Walmart Inc share count unchanged in Q1 2026.
  • Walmart Inc made up 0.15% of Ashford Capital Management's portfolio in Q1 2026, its #74 holding.
  • Ashford Capital Management first reported a position in Walmart Inc in Q3 2024 and has held it in 7 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Ashford Capital Management's 13F filing for Q1 2026, filed 15 May 2026.