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Boston Research & Management’s Walmart Inc WMT Stock Holding History

Boston Research & Management’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 		$13.7M Sell
110,124
-2,370
-2% -$291K 3.25% 2
2025
Q4 		$12.5M Sell
112,494
-16,427
-13% -$1.76M 2.89% 5
2025
Q3 		$13.3M Sell
128,921
-540
-0.4% -$53.8K 2.93% 4
2025
Q2 		$12.7M Sell
129,461
-1,893
-1% -$180K 3.03% 3
2025
Q1 		$11.5M Sell
131,354
-2,548
-2% -$239K 2.86% 4
2024
Q4 		$12.1M Sell
133,902
-2,849
-2% -$247K 2.97% 4
2024
Q3 		$11M Sell
136,751
-617
-0.4% -$45.3K 2.59% 4
2024
Q2 		$9.3M Sell
137,368
-3,235
-2% -$204K 2.35% 7
2024
Q1 		$8.46M Sell
140,603
-58
-0% -$3.32K 2.09% 8
2023
Q4 		$7.39M Buy
140,661
+1,395
+1% +$73.8K 1.96% 11
2023
Q3 		$7.42M Sell
139,266
-1,581
-1% -$84.1K 2.19% 8
2023
Q2 		$7.38M Sell
140,847
-366
-0.3% -$18.5K 2.09% 8
2023
Q1 		$6.94M Buy
141,213
+1,740
+1% +$82.6K 2.07% 11
2022
Q4 		$6.59M Sell
139,473
-15
-0% -$712 2.04% 12
2022
Q3 		$6.03M Buy
139,488
+990
+0.7% +$43.4K 2.05% 10
2022
Q2 		$5.61M Sell
138,498
-2,157
-2% -$99.5K 1.82% 17
2022
Q1 		$6.98M Sell
140,655
-1,464
-1% -$68.7K 2.03% 11
2021
Q4 		$6.85M Buy
142,119
+495
+0.3% +$23.6K 1.87% 17
2021
Q3 		$6.58M Buy
141,624
+3,180
+2% +$153K 1.96% 13
2021
Q2 		$6.51M Sell
138,444
-330
-0.2% -$15.4K 1.97% 15
2021
Q1 		$6.28M Buy
138,774
+240
+0.2% +$11.1K 2.02% 13
2020
Q4 		$6.66M Sell
138,534
-720
-0.5% -$35K 2.32% 6
2020
Q3 		$6.49M Sell
139,254
-3,741
-3% -$166K 2.54% 6
2020
Q2 		$5.71M Sell
142,995
-540
-0.4% -$22.2K 2.37% 10
2020
Q1 		$5.44M Sell
143,535
-2,178
-1% -$83.8K 2.73% 4
2019
Q4 		$5.77M Sell
145,713
-3,150
-2% -$125K 2.17% 8
2019
Q3 		$5.89M Sell
148,863
-1,335
-0.9% -$50.4K 2.33% 7
2019
Q2 		$5.53M Sell
150,198
-1,170
-0.8% -$40.3K 2.24% 7
2019
Q1 		$4.92M Sell
151,368
-2,745
-2% -$89K 2.05% 12
2018
Q4 		$4.79M Buy
154,113
+11,940
+8% +$383K 2.28% 5
2018
Q3 		$4.45M Buy
142,173
+1,065
+0.8% +$32.6K 2.03% 10
2018
Q2 		$4.03M Sell
141,108
-885
-0.6% -$25.2K 1.98% 12
2018
Q1 		$4.21M Buy
141,993
+4,395
+3% +$141K 2.15% 12
2017
Q4 		$4.53M Sell
137,598
-6,513
-5% -$199K 2.27% 8
2017
Q3 		$3.75M Buy
144,111
+315
+0.2% +$8.26K 1.92% 18
2017
Q2 		$3.63M Sell
143,796
-480
-0.3% -$12.2K 1.96% 16
2017
Q1 		$3.47M Sell
144,276
-2,790
-2% -$64.2K 1.89% 17
2016
Q4 		$3.39M Buy
147,066
+2,265
+2% +$52.9K 1.93% 13
2016
Q3 		$3.48M Buy
144,801
+7,995
+6% +$194K 2.01% 13
2016
Q2 		$3.33M Sell
136,806
-120
-0.1% -$2.78K 2.02% 10
2016
Q1 		$3.13M Buy
136,926
+14,610
+12% +$320K 1.95% 16
2015
Q4 		$2.5M Sell
122,316
-15,111
-11% -$303K 1.55% 26
2015
Q3 		$2.97M Buy
137,427
+10,080
+8% +$231K 1.96% 12
2015
Q2 		$3.01M Buy
127,347
+5,910
+5% +$151K 1.91% 16
2015
Q1 		$3.33M Buy
121,437
+2,535
+2% +$71.9K 2.11% 10
2014
Q4 		$3.4M Buy
118,902
+1,980
+2% +$53.5K 2.13% 8
2014
Q3 		$2.98M Buy
116,922
+7,890
+7% +$199K 2% 9
2014
Q2 		$2.73M Buy
109,032
+4,446
+4% +$114K 1.89% 14
2014
Q1 		$2.66M Buy
104,586
+3,600
+4% +$90.4K 1.96% 12
2013
Q4 		$2.65M Buy
100,986
+6,828
+7% +$176K 2.04% 10
2013
Q3 		$2.32M Buy
94,158
+2,130
+2% +$53.7K 1.96% 12
2013
Q2 		$2.29M Buy
+92,028
New +$2.36M 2.03% 10

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

Boston Research & Management's WMT Position: Q1 2026 in Review

Boston Research & Management reduced its Walmart Inc (WMT) stake by 2.1% in Q1 2026, selling an estimated $291K and leaving 110,124 shares worth $13.7M. The position accounts for 3.25% of the portfolio, ranked #2.

Boston Research & Management first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Boston Research & Management held 110,124 shares of Walmart Inc worth $13.7M as of Q1 2026.
  • Boston Research & Management sold 2,370 Walmart Inc shares in Q1 2026, an estimated $291K.
  • Walmart Inc made up 3.25% of Boston Research & Management's portfolio in Q1 2026, its #2 holding.
  • Boston Research & Management first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.