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Baldwin Investment Management’s Walmart Inc WMT Stock Holding History

Baldwin 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
Q2 		$1.88M Buy
16,621
+5,034
+43% +$625K 0.18% 77
2026
Q1 		$1.44M Buy
11,587
+1,800
+18% +$221K 0.17% 74
2025
Q4 		$1.09M Sell
9,787
-100
-1% -$10.7K 0.12% 99
2025
Q3 		$1.02M Sell
9,887
-600
-6% -$59.7K 0.12% 110
2025
Q2 		$1.03M Hold
10,487
– – 0.12% 105
2025
Q1 		$921K Buy
10,487
+2,450
+30% +$230K 0.11% 106
2024
Q4 		$726K Sell
8,037
-708
-8% -$61.4K 0.09% 123
2024
Q3 		$706K Hold
8,745
– – 0.09% 131
2024
Q2 		$592K Sell
8,745
-50
-0.6% -$3.15K 0.08% 137
2024
Q1 		$529K Buy
8,795
+50
+0.6% +$2.86K 0.07% 150
2023
Q4 		$460K Sell
8,745
-105
-1% -$5.56K 0.07% 144
2023
Q3 		$472K Hold
8,850
– – 0.08% 138
2023
Q2 		$464K Buy
8,850
+1,200
+16% +$60.5K 0.08% 141
2023
Q1 		$376K Hold
7,650
– – 0.07% 156
2022
Q4 		$362K Hold
7,650
– – 0.07% 153
2022
Q3 		$331K Sell
7,650
-5,259
-41% -$230K 0.07% 160
2022
Q2 		$523K Sell
12,909
-66
-0.5% -$3.04K 0.1% 137
2022
Q1 		$644K Buy
12,975
+450
+4% +$21.1K 0.1% 137
2021
Q4 		$604K Hold
12,525
– – 0.09% 144
2021
Q3 		$582K Sell
12,525
-15
-0.1% -$723 0.1% 140
2021
Q2 		$589K Sell
12,540
-2,400
-16% -$112K 0.1% 139
2021
Q1 		$676K Buy
14,940
+1,710
+13% +$79.2K 0.12% 129
2020
Q4 		$636K Buy
13,230
+2,610
+25% +$127K 0.13% 125
2020
Q3 		$495K Buy
10,620
+4,620
+77% +$205K 0.12% 125
2020
Q2 		$240K Hold
6,000
– – 0.08% 139
2020
Q1 		$227K Buy
+6,000
New +$231K 0.08% 131

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Baldwin Investment Management's WMT Position: Q2 2026 in Review

Baldwin Investment Management increased its Walmart Inc (WMT) stake by 43% in Q2 2026, buying an estimated $625K and bringing the position to 16,621 shares worth $1.88M. The position accounts for 0.18% of the portfolio, ranked #77.

Baldwin Investment Management first reported a position in WMT in Q1 2020 and has held it in 26 quarters since. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Baldwin Investment Management held 16,621 shares of Walmart Inc worth $1.88M as of Q2 2026.
  • Baldwin Investment Management bought 5,034 Walmart Inc shares in Q2 2026, an estimated $625K.
  • Walmart Inc made up 0.18% of Baldwin Investment Management's portfolio in Q2 2026, its #77 holding.
  • Baldwin Investment Management first reported a position in Walmart Inc in Q1 2020 and has held it in 26 quarters since.
  • 4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.