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Chase Investment Counsel’s Walmart Inc WMT Stock Holding History

Chase Investment Counsel’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 		$378K Buy
+3,048
New +$374K 0.1% 118

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

Chase Investment Counsel's WMT Position: Q1 2026 in Review

Chase Investment Counsel opened a new position in Walmart Inc (WMT) in Q1 2026: 3,048 shares worth $378K. The stake represents 0.1% of the portfolio and ranks #118 among its holdings.

4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Chase Investment Counsel held 3,048 shares of Walmart Inc worth $378K as of Q1 2026.
  • Walmart Inc was a new Chase Investment Counsel position in Q1 2026.
  • Walmart Inc made up 0.1% of Chase Investment Counsel's portfolio in Q1 2026, its #118 holding.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Chase Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.