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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
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 $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

Boxwood Ventures's WMT Position: Q1 2026 in Review

Boxwood Ventures held its Walmart Inc (WMT) position steady in Q1 2026 at 23,991 shares worth $2.99M. The position accounts for 3.17% of the portfolio, ranked #12.

Boxwood Ventures first reported a position in WMT in Q1 2024 and has held it in 9 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Boxwood Ventures held 23,991 shares of Walmart Inc worth $2.99M as of Q1 2026.
  • Boxwood Ventures left its Walmart Inc share count unchanged in Q1 2026.
  • Walmart Inc made up 3.17% of Boxwood Ventures's portfolio in Q1 2026, its #12 holding.
  • Boxwood Ventures first reported a position in Walmart Inc in Q1 2024 and has held it in 9 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Boxwood Ventures's 13F filing for Q1 2026, filed 11 May 2026.