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Benjamin Edwards Inc’s Walmart Inc WMT Stock Holding History

Benjamin Edwards Inc’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 		$83.1M Sell
668,746
-2,603
-0.4% -$320K 0.83% 18
2025
Q4 		$74.8M Sell
671,349
-172,830
-20% -$18.6M 0.83% 16
2025
Q3 		$87M Buy
844,179
+72,881
+9% +$7.26M 0.98% 13
2025
Q2 		$75.4M Buy
771,298
+5,956
+0.8% +$567K 0.96% 11
2025
Q1 		$67.2M Buy
765,342
+14,212
+2% +$1.33M 0.94% 15
2024
Q4 		$67.9M Buy
751,130
+15,700
+2% +$1.36M 0.97% 13
2024
Q3 		$59.4M Buy
735,430
+639,921
+670% +$47M 0.86% 16
2024
Q2 		$6.47M Buy
95,509
+18,666
+24% +$1.18M 1.24% 9
2024
Q1 		$4.62M Sell
76,843
-206
-0.3% -$11.8K 0.92% 18
2023
Q4 		$4.05M Sell
77,049
-6,549
-8% -$347K 0.88% 19
2023
Q3 		$4.46M Buy
83,598
+13,677
+20% +$728K 1.06% 15
2023
Q2 		$3.66M Buy
69,921
+8,244
+13% +$416K 0.85% 29
2023
Q1 		$3.03M Sell
61,677
-2,208
-3% -$105K 0.74% 36
2022
Q4 		$3.02M Buy
63,885
+5,868
+10% +$279K 0.79% 34
2022
Q3 		$2.51M Sell
58,017
-2,910
-5% -$127K 0.75% 38
2022
Q2 		$2.47M Buy
60,927
+11,256
+23% +$519K 0.73% 40
2022
Q1 		$2.47M Buy
49,671
+6,948
+16% +$326K 0.72% 34
2021
Q4 		$2.06M Buy
42,723
+19,539
+84% +$933K 0.67% 37
2021
Q3 		$1.08M Buy
23,184
+1,485
+7% +$71.5K 0.66% 49
2021
Q2 		$1.02M Buy
21,699
+966
+5% +$45K 0.7% 49
2021
Q1 		$939K Sell
20,733
-1,296
-6% -$60K 0.71% 49
2020
Q4 		$1.06M Sell
22,029
-9,030
-29% -$439K 0.82% 34
2020
Q3 		$1.45M Buy
31,059
+192
+0.6% +$8.54K 1.2% 16
2020
Q2 		$1.23M Buy
30,867
+14,643
+90% +$602K 1.03% 23
2020
Q1 		$614K Buy
16,224
+14,187
+696% +$546K 0.64% 58
2019
Q4 		$81K Sell
2,037
-243
-11% -$9.65K 0.17% 108
2019
Q3 		$90K Buy
2,280
+150
+7% +$5.66K 0.19% 104
2019
Q2 		$78K Buy
2,130
+39
+2% +$1.34K 0.19% 108
2019
Q1 		$68K Buy
+2,091
New +$67.8K 0.33% 100

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

Benjamin Edwards Inc's WMT Position: Q1 2026 in Review

Benjamin Edwards Inc reduced its Walmart Inc (WMT) stake by 0.39% in Q1 2026, selling an estimated $320K and leaving 668,746 shares worth $83.1M. The position accounts for 0.83% of the portfolio, ranked #18.

Benjamin Edwards Inc first reported a position in WMT in Q1 2019 and has held it in 29 quarters since. The position peaked at $87M in Q3 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Benjamin Edwards Inc held 668,746 shares of Walmart Inc worth $83.1M as of Q1 2026.
  • Benjamin Edwards Inc sold 2,603 Walmart Inc shares in Q1 2026, an estimated $320K.
  • Walmart Inc made up 0.83% of Benjamin Edwards Inc's portfolio in Q1 2026, its #18 holding.
  • Benjamin Edwards Inc first reported a position in Walmart Inc in Q1 2019 and has held it in 29 quarters since.
  • Benjamin Edwards Inc's Walmart Inc position peaked at $87M in Q3 2025.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.