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Boxwood Ventures’s Walmart Inc WMT Stock Holding History

Boxwood Ventures’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
Q3 		$2.49M Hold
23,991
– – 1.39% 15
2026
Q2 		$2.72M Hold
23,991
– – 1.62% 15
2026
Q1 		$2.99M Hold
23,991
– – 3.17% 12
2025
Q4 		$2.68M Hold
23,991
– – 2.7% 12
2025
Q3 		$2.47M Hold
23,991
– – 2.75% 11
2025
Q2 		$2.35M Hold
23,991
– – 3.04% 10
2025
Q1 		$2.11M Hold
23,991
– – 3.01% 10
2024
Q4 		$2.17M Hold
23,991
– – 2.91% 10
2024
Q3 		$1.94M Hold
23,991
– – 3% 9
2024
Q2 		$1.62M Hold
23,991
– – 2.61% 11
2024
Q1 		$1.45M Buy
+23,991
New +$1.37M 2.55% 12

Other funds holding WMT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Boxwood Ventures's WMT Position: Q3 2026 in Review

Boxwood Ventures held its Walmart Inc (WMT) position steady in Q3 2026 at 23,991 shares worth $2.49M. The position accounts for 1.39% of the portfolio, ranked #15.

Boxwood Ventures first reported a position in WMT in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.99M in Q1 2026. 3,848 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Boxwood Ventures held 23,991 shares of Walmart Inc worth $2.49M as of Q3 2026.
  • Boxwood Ventures left its Walmart Inc share count unchanged in Q3 2026.
  • Walmart Inc made up 1.39% of Boxwood Ventures's portfolio in Q3 2026, its #15 holding.
  • Boxwood Ventures first reported a position in Walmart Inc in Q1 2024 and has held it in 11 quarters since.
  • Boxwood Ventures's Walmart Inc position peaked at $2.99M in Q1 2026.
  • 3,848 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Boxwood Ventures's 13F filing for Q3 2026, filed 12 Nov 2026.