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AXS Investments’s Walmart Inc WMT Stock Holding History

AXS Investments’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 		$406K Sell
3,263
-1,524
-32% -$187K 0.16% 97
2025
Q4 		$533K Sell
4,787
-790
-14% -$84.8K 0.18% 101
2025
Q3 		$575K Buy
5,577
+1,456
+35% +$145K 0.18% 97
2025
Q2 		$403K Sell
4,121
-1,103
-21% -$105K 0.17% 121
2025
Q1 		$459K Sell
5,224
-880
-14% -$82.6K 0.13% 181
2024
Q4 		$551K Buy
6,104
+57
+0.9% +$4.95K 0.15% 184
2024
Q3 		$488K Sell
6,047
-1,175
-16% -$86.3K 0.13% 199
2024
Q2 		$489K Sell
7,222
-355
-5% -$22.4K 0.14% 202
2024
Q1 		$456K Buy
7,577
+458
+6% +$26.2K 0.11% 226
2023
Q4 		$374K Sell
7,119
-750
-10% -$39.7K 0.09% 245
2023
Q3 		$419K Sell
7,869
-2,961
-27% -$158K 0.11% 224
2023
Q2 		$567K Sell
10,830
-1,596
-13% -$80.5K 0.15% 206
2023
Q1 		$611K Sell
12,426
-858
-6% -$40.7K 0.2% 164
2022
Q4 		$628K Sell
13,284
-1,761
-12% -$83.6K 0.22% 150
2022
Q3 		$650K Sell
15,045
-2,391
-14% -$105K 0.25% 149
2022
Q2 		$707K Sell
17,436
-2,436
-12% -$112K 0.25% 153
2022
Q1 		$986K Sell
19,872
-5,043
-20% -$237K 0.39% 64
2021
Q4 		$1.2M Buy
24,915
+15,531
+166% +$741K 0.28% 73
2021
Q3 		$436K Sell
9,384
-22,794
-71% -$1.1M 0.16% 61
2021
Q2 		$1.51M Buy
32,178
+6,432
+25% +$300K 0.46% 61
2021
Q1 		$1.17M Buy
+25,746
New +$1.19M 0.41% 61

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

AXS Investments's WMT Position: Q1 2026 in Review

AXS Investments reduced its Walmart Inc (WMT) stake by 32% in Q1 2026, selling an estimated $187K and leaving 3,263 shares worth $406K. The position accounts for 0.16% of the portfolio, ranked #97.

AXS Investments first reported a position in WMT in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.51M in Q2 2021. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • AXS Investments held 3,263 shares of Walmart Inc worth $406K as of Q1 2026.
  • AXS Investments sold 1,524 Walmart Inc shares in Q1 2026, an estimated $187K.
  • Walmart Inc made up 0.16% of AXS Investments's portfolio in Q1 2026, its #97 holding.
  • AXS Investments first reported a position in Walmart Inc in Q1 2021 and has held it in 21 quarters since.
  • AXS Investments's Walmart Inc position peaked at $1.51M in Q2 2021.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on AXS Investments's 13F filing for Q1 2026, filed 6 May 2026.