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Blue Chip Partners’s Walmart Inc WMT Stock Holding History

Blue Chip Partners’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 		$2.99M Sell
24,059
-213
-0.9% -$26.2K 0.22% 49
2025
Q4 		$2.7M Hold
24,272
– – 0.2% 54
2025
Q3 		$2.5M Buy
24,272
+198
+0.8% +$19.7K 0.19% 53
2025
Q2 		$2.35M Buy
24,074
+478
+2% +$45.5K 0.19% 53
2025
Q1 		$2.07M Sell
23,596
-430
-2% -$40.3K 0.18% 57
2024
Q4 		$2.17M Sell
24,026
-298
-1% -$25.9K 0.19% 60
2024
Q3 		$1.96M Buy
24,324
+65
+0.3% +$4.77K 0.17% 59
2024
Q2 		$1.64M Sell
24,259
-2
-0% -$126 0.15% 59
2024
Q1 		$1.46M Sell
24,261
-6,921
-22% -$396K 0.14% 63
2023
Q4 		$1.64M Sell
31,182
-369
-1% -$19.5K 0.17% 59
2023
Q3 		$1.68M Sell
31,551
-48
-0.2% -$2.55K 0.2% 50
2023
Q2 		$1.66M Sell
31,599
-534
-2% -$26.9K 0.19% 59
2023
Q1 		$1.58M Buy
32,133
+711
+2% +$33.7K 0.19% 60
2022
Q4 		$1.49M Buy
31,422
+6,276
+25% +$298K 0.18% 63
2022
Q3 		$1.09M Buy
25,146
+441
+2% +$19.3K 0.15% 62
2022
Q2 		$1M Buy
24,705
+240
+1% +$11.1K 0.13% 71
2022
Q1 		$1.21M Sell
24,465
-495
-2% -$23.2K 0.15% 68
2021
Q4 		$1.2M Sell
24,960
-15
-0.1% -$716 0.15% 64
2021
Q3 		$1.16M Buy
24,975
+93
+0.4% +$4.48K 0.16% 60
2021
Q2 		$1.17M Buy
24,882
+228
+0.9% +$10.6K 0.17% 60
2021
Q1 		$1.12M Sell
24,654
-2,463
-9% -$114K 0.17% 56
2020
Q4 		$1.3M Sell
27,117
-552
-2% -$26.8K 0.2% 53
2020
Q3 		$1.29M Buy
27,669
+1,161
+4% +$51.6K 0.23% 48
2020
Q2 		$1.06M Sell
26,508
-1,890
-7% -$77.7K 0.21% 54
2020
Q1 		$1.08M Sell
28,398
-978
-3% -$37.6K 0.27% 49
2019
Q4 		$1.16M Sell
29,376
-525
-2% -$20.8K 0.22% 64
2019
Q3 		$1.18M Buy
29,901
+1,038
+4% +$39.2K 0.25% 61
2019
Q2 		$1.06M Buy
28,863
+267
+0.9% +$9.2K 0.24% 63
2019
Q1 		$930K Sell
28,596
-2,268
-7% -$73.5K 0.22% 65
2018
Q4 		$958K Sell
30,864
-3,207
-9% -$103K 0.24% 69
2018
Q3 		$1.07M Sell
34,071
-453
-1% -$13.9K 0.26% 61
2018
Q2 		$986K Sell
34,524
-3,861
-10% -$110K 0.26% 67
2018
Q1 		$1.14M Buy
38,385
+696
+2% +$22.4K 0.32% 66
2017
Q4 		$1.24M Sell
37,689
-615
-2% -$18.8K 0.37% 67
2017
Q3 		$998K Buy
38,304
+225
+0.6% +$5.9K 0.32% 67
2017
Q2 		$961K Buy
38,079
+1,137
+3% +$28.9K 0.34% 69
2017
Q1 		$888K Sell
36,942
-1,005
-3% -$23.1K 0.34% 68
2016
Q4 		$874K Buy
37,947
+16,242
+75% +$379K 0.34% 66
2016
Q3 		$522K Buy
21,705
+1,398
+7% +$33.9K 0.23% 77
2016
Q2 		$494K Buy
20,307
+6,720
+49% +$156K 0.22% 72
2016
Q1 		$310K Buy
+13,587
New +$298K 0.15% 84
2015
Q2 		– Sell
-5,523
Closed -$151K – 115
2015
Q1 		$151K Sell
5,523
-579
-9% -$16.4K 0.1% 102
2014
Q4 		$175K Buy
+6,102
New +$165K 0.12% 91

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

Blue Chip Partners's WMT Position: Q1 2026 in Review

Blue Chip Partners reduced its Walmart Inc (WMT) stake by 0.88% in Q1 2026, selling an estimated $26.2K and leaving 24,059 shares worth $2.99M. The position accounts for 0.22% of the portfolio, ranked #49.

Blue Chip Partners first reported a position in WMT in Q4 2014 and has held it in 43 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Blue Chip Partners held 24,059 shares of Walmart Inc worth $2.99M as of Q1 2026.
  • Blue Chip Partners sold 213 Walmart Inc shares in Q1 2026, an estimated $26.2K.
  • Walmart Inc made up 0.22% of Blue Chip Partners's portfolio in Q1 2026, its #49 holding.
  • Blue Chip Partners first reported a position in Walmart Inc in Q4 2014 and has held it in 43 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Blue Chip Partners's 13F filing for Q1 2026, filed 15 May 2026.