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Choate Investment Advisors’s Walmart Inc WMT Stock Holding History

Choate Investment Advisors’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 		$51.7M Sell
416,008
-15,653
-4% -$1.92M 1.01% 16
2025
Q4 		$48.1M Buy
431,661
+49,316
+13% +$5.3M 0.94% 17
2025
Q3 		$39.4M Buy
382,345
+24,335
+7% +$2.42M 0.82% 17
2025
Q2 		$35M Buy
358,010
+26,063
+8% +$2.48M 0.76% 21
2025
Q1 		$29.1M Buy
331,947
+30,470
+10% +$2.86M 0.72% 25
2024
Q4 		$27.2M Buy
301,477
+22,961
+8% +$1.99M 0.66% 24
2024
Q3 		$22.5M Buy
278,516
+29,763
+12% +$2.19M 0.57% 27
2024
Q2 		$16.8M Buy
248,753
+35,310
+17% +$2.22M 0.44% 30
2024
Q1 		$12.8M Buy
213,443
+57,323
+37% +$3.28M 0.35% 39
2023
Q4 		$8.2M Buy
156,120
+56,211
+56% +$2.97M 0.25% 48
2023
Q3 		$5.33M Buy
99,909
+9,729
+11% +$518K 0.21% 52
2023
Q2 		$4.72M Sell
90,180
-729
-0.8% -$36.8K 0.2% 46
2023
Q1 		$4.47M Buy
90,909
+8,421
+10% +$400K 0.22% 42
2022
Q4 		$3.9M Buy
82,488
+3,063
+4% +$145K 0.24% 51
2022
Q3 		$3.43M Buy
79,425
+7,500
+10% +$329K 0.23% 46
2022
Q2 		$2.92M Buy
71,925
+3,315
+5% +$153K 0.18% 56
2022
Q1 		$3.41M Buy
68,610
+24,921
+57% +$1.17M 0.18% 52
2021
Q4 		$2.11M Buy
43,689
+159
+0.4% +$7.59K 0.12% 79
2021
Q3 		$2.02M Sell
43,530
-1,293
-3% -$62.3K 0.13% 76
2021
Q2 		$2.11M Sell
44,823
-1,161
-3% -$54.1K 0.13% 73
2021
Q1 		$2.08M Buy
45,984
+5,724
+14% +$265K 0.13% 70
2020
Q4 		$1.94M Sell
40,260
-435
-1% -$21.1K 0.12% 70
2020
Q3 		$1.9M Buy
40,695
+54
+0.1% +$2.4K 0.12% 69
2020
Q2 		$1.62M Sell
40,641
-225
-0.6% -$9.26K 0.12% 69
2020
Q1 		$1.55M Hold
40,866
– – 0.12% 74
2019
Q4 		$1.62M Buy
40,866
+117
+0.3% +$4.65K 0.1% 84
2019
Q3 		$1.61M Sell
40,749
-2,904
-7% -$110K 0.1% 85
2019
Q2 		$1.61M Hold
43,653
– – 0.1% 84
2019
Q1 		$1.42M Sell
43,653
-1,545
-3% -$50.1K 0.08% 88
2018
Q4 		$1.4M Sell
45,198
-3
-0% -$96 0.09% 86
2018
Q3 		$1.42M Sell
45,201
-885
-2% -$27.1K 0.08% 80
2018
Q2 		$1.32M Buy
46,086
+1,140
+3% +$32.4K 0.08% 97
2018
Q1 		$1.33M Sell
44,946
-2,055
-4% -$66.1K 0.07% 99
2017
Q4 		$1.55M Sell
47,001
-675
-1% -$20.7K 0.08% 98
2017
Q3 		$1.24M Sell
47,676
-1,944
-4% -$51K 0.07% 106
2017
Q2 		$1.25M Sell
49,620
-11,751
-19% -$298K 0.07% 105
2017
Q1 		$1.47M Sell
61,371
-612
-1% -$14.1K 0.09% 92
2016
Q4 		$1.43M Sell
61,983
-171
-0.3% -$3.99K 0.09% 88
2016
Q3 		$1.49M Buy
62,154
+15
+0% +$364 0.1% 93
2016
Q2 		$1.51M Buy
62,139
+177
+0.3% +$4.1K 0.1% 86
2016
Q1 		$1.41M Sell
61,962
-39,147
-39% -$858K 0.1% 91
2015
Q4 		$2.89M Buy
101,109
+27,819
+38% +$558K 0.21% 63
2015
Q3 		$1.58M Sell
73,290
-12,618
-15% -$289K 0.11% 80
2015
Q2 		$2.03M Buy
85,908
+1,413
+2% +$36K 0.12% 73
2015
Q1 		$2.32M Sell
84,495
-16,614
-16% -$471K 0.13% 71
2014
Q4 		$2.89M Sell
101,109
-804
-0.8% -$21.7K 0.17% 65
2014
Q3 		$2.6M Sell
101,913
-837
-0.8% -$21.1K 0.16% 65
2014
Q2 		$2.63M Sell
102,750
-5,043
-5% -$130K 0.15% 69
2014
Q1 		$2.75M Sell
107,793
-2,550
-2% -$64K 0.17% 67
2013
Q4 		$2.89M Buy
110,343
+1,995
+2% +$51.5K 0.19% 66
2013
Q3 		$2.67M Sell
108,348
-3,420
-3% -$86.2K 0.2% 70
2013
Q2 		$2.78M Buy
+111,768
New +$2.86M 0.22% 65

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

Choate Investment Advisors's WMT Position: Q1 2026 in Review

Choate Investment Advisors reduced its Walmart Inc (WMT) stake by 3.6% in Q1 2026, selling an estimated $1.92M and leaving 416,008 shares worth $51.7M. The position accounts for 1.01% of the portfolio, ranked #16.

Choate Investment Advisors first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Choate Investment Advisors held 416,008 shares of Walmart Inc worth $51.7M as of Q1 2026.
  • Choate Investment Advisors sold 15,653 Walmart Inc shares in Q1 2026, an estimated $1.92M.
  • Walmart Inc made up 1.01% of Choate Investment Advisors's portfolio in Q1 2026, its #16 holding.
  • Choate Investment Advisors first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.