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Corda Investment Management’s Walmart Inc WMT Stock Holding History

Corda Investment Management’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 		$1.8M Buy
14,494
+756
+6% +$92.8K 0.12% 58
2025
Q4 		$1.53M Sell
13,738
-267
-2% -$28.7K 0.11% 66
2025
Q3 		$1.44M Buy
14,005
+216
+2% +$21.5K 0.1% 69
2025
Q2 		$1.35M Sell
13,789
-1,232
-8% -$117K 0.1% 68
2025
Q1 		$1.32M Buy
15,021
+299
+2% +$28K 0.1% 64
2024
Q4 		$1.33M Buy
14,722
+340
+2% +$29.5K 0.11% 63
2024
Q3 		$1.16M Buy
+14,382
New +$1.06M 0.09% 67
2017
Q1 		– Sell
-690,297
Closed -$15.9M – 61
2016
Q4 		$15.9M Sell
690,297
-28,260
-4% -$660K 2.46% 18
2016
Q3 		$16.9M Sell
718,557
-25,302
-3% -$614K 2.77% 13
2016
Q2 		$18.1M Buy
743,859
+4,017
+0.5% +$93K 2.9% 11
2016
Q1 		$16.9M Buy
739,842
+1,461
+0.2% +$32K 2.97% 9
2015
Q4 		$15.1M Buy
738,381
+112,329
+18% +$2.25M 2.83% 14
2015
Q3 		$13.5M Buy
626,052
+139,962
+29% +$3.21M 2.63% 16
2015
Q2 		$11.5M Buy
486,090
+267,546
+122% +$6.82M 2.14% 20
2015
Q1 		$5.99M Sell
218,544
-2,205
-1% -$62.6K 1.11% 34
2014
Q4 		$6.32M Buy
220,749
+426
+0.2% +$11.5K 1.19% 34
2014
Q3 		$5.62M Sell
220,323
-1,971
-0.9% -$49.8K 1.16% 34
2014
Q2 		$5.56M Sell
222,294
-669
-0.3% -$17.2K 1.16% 35
2014
Q1 		$5.68M Buy
222,963
+3,810
+2% +$95.7K 1.4% 29
2013
Q4 		$5.75M Sell
219,153
-3,558
-2% -$91.9K 1.38% 31
2013
Q3 		$5.49M Sell
222,711
-564
-0.3% -$14.2K 1.5% 29
2013
Q2 		$5.54M Buy
+223,275
New +$5.72M 1.88% 26

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

Corda Investment Management's WMT Position: Q1 2026 in Review

Corda Investment Management increased its Walmart Inc (WMT) stake by 5.5% in Q1 2026, buying an estimated $92.8K and bringing the position to 14,494 shares worth $1.8M. The position accounts for 0.12% of the portfolio, ranked #58.

Corda Investment Management first reported a position in WMT in Q2 2013 and has held it in 22 quarters since. The position peaked at $18.1M in Q2 2016. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Corda Investment Management held 14,494 shares of Walmart Inc worth $1.8M as of Q1 2026.
  • Corda Investment Management bought 756 Walmart Inc shares in Q1 2026, an estimated $92.8K.
  • Walmart Inc made up 0.12% of Corda Investment Management's portfolio in Q1 2026, its #58 holding.
  • Corda Investment Management first reported a position in Walmart Inc in Q2 2013 and has held it in 22 quarters since.
  • Corda Investment Management's Walmart Inc position peaked at $18.1M in Q2 2016.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Corda Investment Management's 13F filing for Q1 2026, filed 4 May 2026.