AGP
WMT icon

Autumn Glory Partners’s Walmart Inc WMT Stock Holding History

Autumn Glory Partners’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 		$467K Sell
3,761
-7,858
-68% -$965K 0.17% 128
2025
Q4 		$1.29M Buy
11,619
+408
+4% +$43.8K 0.45% 65
2025
Q3 		$1.16M Hold
11,211
– – 0.47% 61
2025
Q2 		$1.1M Sell
11,211
-2,657
-19% -$253K 0.51% 52
2025
Q1 		$1.22M Sell
13,868
-4,824
-26% -$453K 0.6% 52
2024
Q4 		$1.69M Sell
18,692
-620
-3% -$53.8K 0.83% 35
2024
Q3 		$1.56M Sell
19,312
-4,332
-18% -$318K 0.6% 50
2024
Q2 		$1.6M Buy
23,644
+1,402
+6% +$88.3K 0.82% 37
2024
Q1 		$1.34M Buy
22,242
+7,164
+48% +$410K 0.65% 50
2023
Q4 		$793K Sell
15,078
-30
-0.2% -$1.59K 0.45% 69
2023
Q3 		$805K Sell
15,108
-321
-2% -$17.1K 0.49% 63
2023
Q2 		$808K Buy
+15,429
New +$778K 0.59% 53
2023
Q1 		– Sell
-14,925
Closed -$705K – 183
2022
Q4 		$705K Sell
14,925
-5,766
-28% -$274K 0.38% 82
2022
Q3 		$895K Buy
20,691
+11,496
+125% +$504K 0.6% 58
2022
Q2 		$373K Sell
9,195
-11,499
-56% -$530K 0.28% 89
2022
Q1 		$1.03M Sell
20,694
-11,526
-36% -$541K 0.6% 63
2021
Q4 		$1.55M Buy
+32,220
New +$1.54M 0.65% 49

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

Autumn Glory Partners's WMT Position: Q1 2026 in Review

Autumn Glory Partners reduced its Walmart Inc (WMT) stake by 68% in Q1 2026, selling an estimated $965K and leaving 3,761 shares worth $467K. The position accounts for 0.17% of the portfolio, ranked #128.

Autumn Glory Partners first reported a position in WMT in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.69M in Q4 2024. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Autumn Glory Partners held 3,761 shares of Walmart Inc worth $467K as of Q1 2026.
  • Autumn Glory Partners sold 7,858 Walmart Inc shares in Q1 2026, an estimated $965K.
  • Walmart Inc made up 0.17% of Autumn Glory Partners's portfolio in Q1 2026, its #128 holding.
  • Autumn Glory Partners first reported a position in Walmart Inc in Q4 2021 and has held it in 17 quarters since.
  • Autumn Glory Partners's Walmart Inc position peaked at $1.69M in Q4 2024.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Autumn Glory Partners's 13F filing for Q1 2026, filed 4 May 2026.