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Battery Global Advisors’s Walmart Inc WMT Stock Holding History

Battery Global Advisors’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 		$44.5K Sell
357
-132
-27% -$16.2K 0.02% 83
2025
Q4 		$54.6K Buy
489
+132
+37% +$14.2K 0.03% 76
2025
Q3 		$36.8K Hold
357
– – 0.02% 89
2025
Q2 		$34.9K Hold
357
– – 0.02% 84
2025
Q1 		$31.4K Hold
357
– – 0.02% 84
2024
Q4 		$32.3K Hold
357
– – 0.02% 80
2024
Q3 		$28.8K Buy
+357
New +$26.2K 0.02% 88

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

Battery Global Advisors's WMT Position: Q1 2026 in Review

Battery Global Advisors reduced its Walmart Inc (WMT) stake by 27% in Q1 2026, selling an estimated $16.2K and leaving 357 shares worth $44.5K. The position accounts for 0.02% of the portfolio, ranked #83.

Battery Global Advisors first reported a position in WMT in Q3 2024 and has held it in 7 quarters since. The position peaked at $54.6K in Q4 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Battery Global Advisors held 357 shares of Walmart Inc worth $44.5K as of Q1 2026.
  • Battery Global Advisors sold 132 Walmart Inc shares in Q1 2026, an estimated $16.2K.
  • Walmart Inc made up 0.02% of Battery Global Advisors's portfolio in Q1 2026, its #83 holding.
  • Battery Global Advisors first reported a position in Walmart Inc in Q3 2024 and has held it in 7 quarters since.
  • Battery Global Advisors's Walmart Inc position peaked at $54.6K in Q4 2025.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Battery Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.