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Broad Peak Investment Advisers’s Walmart Inc WMT Stock Holding History

Broad Peak Investment Advisers’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 		$2.92M Buy
+23,500
New +$2.89M 0.59% 22
2025
Q3 		– Sell
-56,200
Closed -$5.5M – 20
2025
Q2 		$5.5M Buy
+56,200
New +$5.35M 1.71% 13

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

Broad Peak Investment Advisers's WMT Position: Q1 2026 in Review

Broad Peak Investment Advisers opened a new position in Walmart Inc (WMT) in Q1 2026: 23,500 shares worth $2.92M. The stake represents 0.59% of the portfolio and ranks #22 among its holdings. This is a return to the name: Broad Peak Investment Advisers previously reported a position in WMT as recently as Q2 2025.

Broad Peak Investment Advisers first reported a position in WMT in Q2 2025 and has held it in 2 quarters since. The position peaked at $5.5M in Q2 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Broad Peak Investment Advisers held 23,500 shares of Walmart Inc worth $2.92M as of Q1 2026.
  • Walmart Inc was a new Broad Peak Investment Advisers position in Q1 2026.
  • Walmart Inc made up 0.59% of Broad Peak Investment Advisers's portfolio in Q1 2026, its #22 holding.
  • Broad Peak Investment Advisers first reported a position in Walmart Inc in Q2 2025 and has held it in 2 quarters since.
  • Broad Peak Investment Advisers's Walmart Inc position peaked at $5.5M in Q2 2025.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Broad Peak Investment Advisers's 13F filing for Q1 2026, filed 23 Apr 2026.