Cypress Funds’s Walmart Inc WMT Stock Holding History

Cypress Funds’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	$31.3M	Sell	252,084 -72,588	-22%	-$8.91M	7.88%	4
2025 Q4	$36.2M	Sell	324,672 -80,077	-20%	-$8.6M	5.98%	9
2025 Q3	$41.7M	Hold	404,749	–	–	5.47%	11
2025 Q2	$39.6M	Hold	404,749	–	–	3.19%	12
2025 Q1	$35.5M	Buy	+404,749	New	+$38M	3.25%	11

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cypress Funds's WMT Position: Q1 2026 in Review

Cypress Funds reduced its Walmart Inc (WMT) stake by 22% in Q1 2026, selling an estimated $8.91M and leaving 252,084 shares worth $31.3M. The position accounts for 7.88% of the portfolio, ranked #4.

Cypress Funds first reported a position in WMT in Q1 2025 and has held it in 5 quarters since. The position peaked at $41.7M in Q3 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Cypress Funds held 252,084 shares of Walmart Inc worth $31.3M as of Q1 2026.
Cypress Funds sold 72,588 Walmart Inc shares in Q1 2026, an estimated $8.91M.
Walmart Inc made up 7.88% of Cypress Funds's portfolio in Q1 2026, its #4 holding.
Cypress Funds first reported a position in Walmart Inc in Q1 2025 and has held it in 5 quarters since.
Cypress Funds's Walmart Inc position peaked at $41.7M in Q3 2025.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Cypress Funds's 13F filing for Q1 2026, filed 9 Jul 2026.