Bank of Montreal
WMT icon

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
2026
Q1 		$5.9M Buy
+47,500
New +$5.83M ﹤0.01% 1265
2025
Q1 		– Sell
-38,800
Closed -$3.51M – 3759
2024
Q4 		$3.51M Buy
+38,800
New +$3.37M ﹤0.01% 1349
2023
Q1 		– Sell
-75,000
Closed -$3.74M – 4229
2022
Q4 		$3.74M Sell
75,000
-143,400
-66% -$6.81M ﹤0.01% 1453
2022
Q3 		$9.76K Sell
218,400
-941,700
-81% -$41.3M ﹤0.01% 1001
2022
Q2 		$51.8K Buy
1,160,100
+1,085,100
+1,447% +$50M 0.02% 398
2022
Q1 		$3.75M Buy
+75,000
New +$3.52M ﹤0.01% 1610
2021
Q4 		– Sell
-497,400
Closed -$24.6M – 3916
2021
Q3 		$24.6M Sell
497,400
-2,502,600
-83% -$121M 0.01% 824
2021
Q2 		$138M Buy
3,000,000
+1,425,000
+90% +$66.4M 0.07% 241
2021
Q1 		$73.3M Buy
+1,575,000
New +$73M 0.05% 326
2018
Q2 		– Sell
-900,000
Closed -$26.7M – 4893
2018
Q1 		$26.7M Buy
+900,000
New +$28.9M 0.02% 519
2017
Q2 		– Sell
-195,000
Closed -$4.68M – 4312
2017
Q1 		$4.68M Buy
+195,000
New +$4.49M ﹤0.01% 1101
2015
Q4 		– Sell
-225,000
Closed -$4.86M – 4444
2015
Q3 		$4.86M Buy
225,000
+135,000
+150% +$3.1M 0.01% 967
2015
Q2 		$2.13M Buy
+90,000
New +$2.29M ﹤0.01% 1358

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. 4,436 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.
  • 4,436 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.