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Councilmark Asset Management’s Walmart Inc WMT Stock Holding History

Councilmark Asset 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 		$7.38M Sell
59,357
-250
-0.4% -$30.7K 4.23% 7
2025
Q4 		$6.64M Sell
59,607
-1,728
-3% -$186K 3.71% 8
2025
Q3 		$6.32M Sell
61,335
-150
-0.2% -$14.9K 3.62% 9
2025
Q2 		$6.01M Sell
61,485
-635
-1% -$60.5K 3.81% 8
2025
Q1 		$5.45M Sell
62,120
-100
-0.2% -$9.38K 3.68% 7
2024
Q4 		$5.62M Hold
62,220
– – 3.78% 7
2024
Q3 		$5.02M Hold
62,220
– – 3.37% 7
2024
Q2 		$4.21M Sell
62,220
-150
-0.2% -$9.45K 2.99% 9
2024
Q1 		$3.75M Buy
+62,370
New +$3.57M 2.7% 9

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

Councilmark Asset Management's WMT Position: Q1 2026 in Review

Councilmark Asset Management reduced its Walmart Inc (WMT) stake by 0.42% in Q1 2026, selling an estimated $30.7K and leaving 59,357 shares worth $7.38M. The position accounts for 4.23% of the portfolio, ranked #7.

Councilmark Asset Management first reported a position in WMT in Q1 2024 and has held it in 9 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Councilmark Asset Management held 59,357 shares of Walmart Inc worth $7.38M as of Q1 2026.
  • Councilmark Asset Management sold 250 Walmart Inc shares in Q1 2026, an estimated $30.7K.
  • Walmart Inc made up 4.23% of Councilmark Asset Management's portfolio in Q1 2026, its #7 holding.
  • Councilmark Asset Management first reported a position in Walmart Inc in Q1 2024 and has held it in 9 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Councilmark Asset Management's 13F filing for Q1 2026, filed 12 May 2026.