Bank of Montreal
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Bank of Montreal’s Walmart Inc WMT Stock Holding History

Bank of Montreal’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
2025
Q1 		– Sell
-1,100
Closed -$99.4K – 3758
2024
Q4 		$99.4K Hold
1,100
– – ﹤0.01% 2954
2024
Q3 		$87.8K Hold
1,100
– – ﹤0.01% 3283
2024
Q2 		$129K Hold
1,100
– – ﹤0.01% 3168
2024
Q1 		$129K Sell
1,100
-88,900
-99% -$5.09M ﹤0.01% 3216
2023
Q4 		$4.73M Sell
90,000
-60,000
-40% -$3.17M ﹤0.01% 1306
2023
Q3 		$8.25M Hold
150,000
– – ﹤0.01% 1069
2023
Q2 		$7.87M Buy
+150,000
New +$7.57M ﹤0.01% 1122
2023
Q1 		– Sell
-75,000
Closed -$3.74M – 4228
2022
Q4 		$3.74M Sell
75,000
-3,000
-4% -$142K ﹤0.01% 1452
2022
Q3 		$3.48K Buy
78,000
+3,000
+4% +$131K ﹤0.01% 1544
2022
Q2 		$3.35K Hold
75,000
– – ﹤0.01% 1635
2022
Q1 		$3.75M Buy
+75,000
New +$3.52M ﹤0.01% 1609
2018
Q1 		– Sell
-750,000
Closed -$24.7M – 4358
2017
Q4 		$24.7M Buy
+750,000
New +$22.9M 0.02% 554
2015
Q3 		– Sell
-81
Closed -$2K – 4179
2015
Q2 		$2K Buy
+81
New +$2.06K ﹤0.01% 3776
2014
Q4 		– Sell
-42,981
Closed -$1.1M – 4187
2014
Q3 		$1.1M Buy
42,981
+37,131
+635% +$938K ﹤0.01% 1729
2014
Q2 		$146K Buy
+5,850
New +$150K ﹤0.01% 2646
2014
Q1 		– Sell
-6,240
Closed -$164K – 4175
2013
Q4 		$164K Buy
+6,240
New +$161K ﹤0.01% 2320

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bank of Montreal's WMT Position: Q1 2026 in Review

Bank of Montreal increased its Walmart Inc (WMT) stake by 1.7% in Q1 2026, buying an estimated $24.8M and bringing the position to 12,370,331 shares worth $1.54B. The position accounts for 0.57% of the portfolio, ranked #35.

Bank of Montreal first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.71B in Q2 2024. 4,438 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Bank of Montreal held 12,370,331 shares of Walmart Inc worth $1.54B as of Q1 2026.
  • Bank of Montreal bought 201,822 Walmart Inc shares in Q1 2026, an estimated $24.8M.
  • Walmart Inc made up 0.57% of Bank of Montreal's portfolio in Q1 2026, its #35 holding.
  • Bank of Montreal first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's Walmart Inc position peaked at $1.71B in Q2 2024.
  • 4,438 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.