Carmel Capital Partners’s Walmart Inc WMT Stock Holding History

Carmel Capital 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	$664K	Buy	+5,346	New	+$656K	0.24%	76
2025 Q3	–	Sell	-5,973	Closed	-$584K	–	160
2025 Q2	$584K	Sell	5,973 -89	-1%	-$8.48K	0.2%	83
2025 Q1	$532K	Buy	6,062 +41	+0.7%	+$3.85K	0.21%	86
2024 Q4	$544K	Buy	6,021 +92	+2%	+$7.98K	0.22%	76
2024 Q3	$479K	Buy	5,929 +241	+4%	+$17.7K	0.18%	88
2024 Q2	$385K	Buy	5,688 +384	+7%	+$24.2K	0.16%	96
2024 Q1	$319K	Buy	5,304 +126	+2%	+$7.21K	0.13%	113
2023 Q4	$272K	Buy	5,178 +39	+0.8%	+$2.06K	0.14%	117
2023 Q3	$274K	Sell	5,139 -315	-6%	-$16.8K	0.12%	116
2023 Q2	$286K	Buy	5,454 +195	+4%	+$9.84K	0.15%	94
2023 Q1	$258K	Buy	+5,259	New	+$250K	0.15%	112

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carmel Capital Partners's WMT Position: Q1 2026 in Review

Carmel Capital Partners opened a new position in Walmart Inc (WMT) in Q1 2026: 5,346 shares worth $664K. The stake represents 0.24% of the portfolio and ranks #76 among its holdings. This is a return to the name: Carmel Capital Partners previously reported a position in WMT as recently as Q2 2025.

Carmel Capital Partners first reported a position in WMT in Q1 2023 and has held it in 11 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Carmel Capital Partners held 5,346 shares of Walmart Inc worth $664K as of Q1 2026.
Walmart Inc was a new Carmel Capital Partners position in Q1 2026.
Walmart Inc made up 0.24% of Carmel Capital Partners's portfolio in Q1 2026, its #76 holding.
Carmel Capital Partners first reported a position in Walmart Inc in Q1 2023 and has held it in 11 quarters since.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Carmel Capital Partners's 13F filing for Q1 2026, filed 30 Apr 2026.