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Curi RMB Capital’s Walmart Inc WMT Stock Holding History

Curi RMB Capital’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 		$5.25M Buy
42,185
+447
+1% +$54.9K 0.09% 208
2025
Q4 		$4.65M Buy
41,738
+16,162
+63% +$1.74M 0.08% 222
2025
Q3 		$2.64M Buy
25,576
+1,081
+4% +$108K 0.05% 298
2025
Q2 		$2.4M Buy
24,495
+12,967
+112% +$1.24M 0.05% 307
2025
Q1 		$1.01M Sell
11,528
-2,851
-20% -$267K 0.03% 327
2024
Q4 		$1.3M Sell
14,379
-10,071
-41% -$874K 0.03% 310
2024
Q3 		$1.97M Buy
24,450
+7,381
+43% +$542K 0.04% 269
2024
Q2 		$1.16M Sell
17,069
-1,999
-10% -$126K 0.03% 321
2024
Q1 		$1.15M Buy
19,068
+5,292
+38% +$303K 0.03% 332
2023
Q4 		$724K Buy
13,776
+1,641
+14% +$86.8K 0.02% 342
2023
Q3 		$647K Sell
12,135
-1,125
-8% -$59.9K 0.02% 343
2023
Q2 		$695K Buy
13,260
+2,322
+21% +$117K 0.02% 331
2023
Q1 		$538K Sell
10,938
-546
-5% -$25.9K 0.02% 357
2022
Q4 		$543K Sell
11,484
-1,710
-13% -$81.2K 0.02% 351
2022
Q3 		$570K Sell
13,194
-240
-2% -$10.5K 0.02% 336
2022
Q2 		$544K Buy
13,434
+123
+0.9% +$5.67K 0.02% 341
2022
Q1 		$661K Sell
13,311
-714
-5% -$33.5K 0.02% 305
2021
Q4 		$676K Sell
14,025
-1,731
-11% -$82.6K 0.02% 329
2021
Q3 		$732K Buy
15,756
+2,289
+17% +$110K 0.02% 310
2021
Q2 		$633K Buy
13,467
+2,271
+20% +$106K 0.02% 333
2021
Q1 		$507K Buy
11,196
+2,007
+22% +$93K 0.02% 353
2020
Q4 		$442K Hold
9,189
– – 0.02% 443
2020
Q3 		$429K Sell
9,189
-2,058
-18% -$91.5K 0.02% 445
2020
Q2 		$449K Sell
11,247
-381
-3% -$15.7K 0.02% 422
2020
Q1 		$440K Sell
11,628
-174
-1% -$6.69K 0.02% 419
2019
Q4 		$468K Sell
11,802
-8,601
-42% -$342K 0.01% 459
2019
Q3 		$807K Buy
20,403
+696
+4% +$26.3K 0.02% 421
2019
Q2 		$726K Sell
19,707
-2,160
-10% -$74.4K 0.02% 470
2019
Q1 		$711K Sell
21,867
-1,167
-5% -$37.8K 0.02% 511
2018
Q4 		$715K Buy
23,034
+4,731
+26% +$152K 0.02% 556
2018
Q3 		$573K Buy
18,303
+7,401
+68% +$226K 0.01% 606
2018
Q2 		$311K Buy
10,902
+375
+4% +$10.7K 0.01% 716
2018
Q1 		$312K Sell
10,527
-34,845
-77% -$1.12M 0.01% 717
2017
Q4 		$1.49M Buy
45,372
+4,227
+10% +$129K 0.04% 422
2017
Q3 		$1.07M Buy
41,145
+705
+2% +$18.5K 0.03% 427
2017
Q2 		$1.02M Buy
+40,440
New +$1.03M 0.03% 447
2014
Q3 		– Sell
-10,209
Closed -$255K – 463
2014
Q2 		$255K Sell
10,209
-246
-2% -$6.32K 0.02% 378
2014
Q1 		$267K Buy
10,455
+1,386
+15% +$34.8K 0.02% 316
2013
Q4 		$238K Sell
9,069
-1,191
-12% -$30.8K 0.02% 321
2013
Q3 		$253K Buy
10,260
+999
+11% +$25.2K 0.02% 325
2013
Q2 		$230K Buy
+9,261
New +$237K 0.02% 322

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

Curi RMB Capital's WMT Position: Q1 2026 in Review

Curi RMB Capital increased its Walmart Inc (WMT) stake by 1.1% in Q1 2026, buying an estimated $54.9K and bringing the position to 42,185 shares worth $5.25M. The position accounts for 0.09% of the portfolio, ranked #208.

Curi RMB Capital first reported a position in WMT in Q2 2013 and has held it in 41 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Curi RMB Capital held 42,185 shares of Walmart Inc worth $5.25M as of Q1 2026.
  • Curi RMB Capital bought 447 Walmart Inc shares in Q1 2026, an estimated $54.9K.
  • Walmart Inc made up 0.09% of Curi RMB Capital's portfolio in Q1 2026, its #208 holding.
  • Curi RMB Capital first reported a position in Walmart Inc in Q2 2013 and has held it in 41 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.