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Chicago Partners Investment Group’s Walmart Inc WMT Stock Holding History

Chicago Partners Investment Group’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 		$8.85M Buy
68,072
+1,355
+2% +$166K 0.2% 96
2025
Q4 		$7.85M Sell
66,717
-613
-0.9% -$65.8K 0.19% 102
2025
Q3 		$6.95M Buy
67,330
+10,818
+19% +$1.08M 0.18% 109
2025
Q2 		$5.41M Buy
56,512
+5,076
+10% +$484K 0.16% 135
2025
Q1 		$5.08M Buy
51,436
+11,238
+28% +$1.05M 0.17% 127
2024
Q4 		$3.69M Buy
40,198
+2,485
+7% +$216K 0.12% 148
2024
Q3 		$3.14M Buy
37,713
+828
+2% +$60.8K 0.11% 154
2024
Q2 		$2.55M Sell
36,885
-759
-2% -$47.8K 0.1% 181
2024
Q1 		$2.22M Buy
37,644
+4,545
+14% +$260K 0.09% 196
2023
Q4 		$1.77M Sell
33,099
-1,155
-3% -$61.1K 0.08% 215
2023
Q3 		$1.84M Buy
34,254
+5,094
+17% +$271K 0.1% 196
2023
Q2 		$1.55M Sell
29,160
-468
-2% -$23.6K 0.08% 226
2023
Q1 		$1.51M Buy
29,628
+2,316
+8% +$110K 0.09% 213
2022
Q4 		$1.28M Buy
27,312
+579
+2% +$27.5K 0.08% 226
2022
Q3 		$1.27M Buy
26,733
+9,144
+52% +$401K 0.09% 203
2022
Q2 		$774K Buy
17,589
+69
+0.4% +$3.18K 0.06% 262
2022
Q1 		$715K Buy
17,520
+753
+4% +$35.4K 0.05% 250
2021
Q4 		$749K Sell
16,767
-141
-0.8% -$6.73K 0.05% 268
2021
Q3 		$837K Buy
16,908
+1,227
+8% +$59.1K 0.06% 252
2021
Q2 		$745K Sell
15,681
-3,312
-17% -$154K 0.06% 254
2021
Q1 		$873K Sell
18,993
-546
-3% -$25.3K 0.07% 219
2020
Q4 		$953K Buy
19,539
+4,710
+32% +$229K 0.09% 184
2020
Q3 		$706K Sell
14,829
-456
-3% -$20.3K 0.08% 190
2020
Q2 		$668K Buy
15,285
+3,228
+27% +$133K 0.08% 181
2020
Q1 		$531K Buy
12,057
+5,589
+86% +$215K 0.08% 180
2019
Q4 		$250K Sell
6,468
-333
-5% -$13.2K 0.03% 309
2019
Q3 		$270K Sell
6,801
-144
-2% -$5.43K 0.04% 279
2019
Q2 		$261K Sell
6,945
-1,335
-16% -$46K 0.04% 276
2019
Q1 		$285K Sell
8,280
-7,002
-46% -$227K 0.04% 250
2018
Q4 		$484K Sell
15,282
-7,638
-33% -$245K 0.07% 187
2018
Q3 		$762K Buy
22,920
+9,153
+66% +$280K 0.11% 144
2018
Q2 		$393K Buy
13,767
+8,253
+150% +$235K 0.06% 202
2018
Q1 		$164K Sell
5,514
-102
-2% -$3.28K 0.03% 282
2017
Q4 		$185K Hold
5,616
– – 0.03% 263
2017
Q3 		$146K Sell
5,616
-2,205
-28% -$57.8K 0.02% 300
2017
Q2 		$185K Buy
7,821
+4,455
+132% +$113K 0.05% 211
2017
Q1 		$81K Buy
3,366
+3,000
+820% +$69K 0.02% 271
2016
Q4 		$8K Hold
366
– – ﹤0.01% 445
2016
Q3 		$9K Hold
366
– – ﹤0.01% 424
2016
Q2 		$9K Hold
366
– – ﹤0.01% 368
2016
Q1 		$8K Hold
366
– – ﹤0.01% 361
2015
Q4 		$7K Hold
366
– – ﹤0.01% 430
2015
Q3 		$8K Sell
366
-6,675
-95% -$153K ﹤0.01% 356
2015
Q2 		$185K Buy
7,041
+3,186
+83% +$81.2K 0.08% 141
2015
Q1 		$110K Sell
3,855
-171
-4% -$4.85K 0.05% 175
2014
Q4 		$115K Buy
+4,026
New +$109K 0.05% 174

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

Chicago Partners Investment Group's WMT Position: Q1 2026 in Review

Chicago Partners Investment Group increased its Walmart Inc (WMT) stake by 2% in Q1 2026, buying an estimated $166K and bringing the position to 68,072 shares worth $8.85M. The position accounts for 0.2% of the portfolio, ranked #96.

Chicago Partners Investment Group first reported a position in WMT in Q4 2014 and has held it in 46 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Chicago Partners Investment Group held 68,072 shares of Walmart Inc worth $8.85M as of Q1 2026.
  • Chicago Partners Investment Group bought 1,355 Walmart Inc shares in Q1 2026, an estimated $166K.
  • Walmart Inc made up 0.2% of Chicago Partners Investment Group's portfolio in Q1 2026, its #96 holding.
  • Chicago Partners Investment Group first reported a position in Walmart Inc in Q4 2014 and has held it in 46 quarters since.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.