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Disciplined Investors’s Walmart Inc WMT Stock Holding History

Disciplined Investors’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 		$2.81M Buy
22,591
+9,463
+72% +$1.16M 1.67% 14
2025
Q4 		$1.46M Sell
13,128
-855
-6% -$91.8K 0.96% 32
2025
Q3 		$1.44M Buy
13,983
+3,540
+34% +$352K 1.03% 31
2025
Q2 		$1.02M Buy
10,443
+78
+0.8% +$7.43K 0.8% 37
2025
Q1 		$910K Buy
10,365
+2,106
+25% +$198K 0.82% 37
2024
Q4 		$756K Buy
+8,259
New +$717K 0.73% 37

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

Disciplined Investors's WMT Position: Q1 2026 in Review

Disciplined Investors increased its Walmart Inc (WMT) stake by 72% in Q1 2026, buying an estimated $1.16M and bringing the position to 22,591 shares worth $2.81M. The position accounts for 1.67% of the portfolio, ranked #14.

Disciplined Investors first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Disciplined Investors held 22,591 shares of Walmart Inc worth $2.81M as of Q1 2026.
  • Disciplined Investors bought 9,463 Walmart Inc shares in Q1 2026, an estimated $1.16M.
  • Walmart Inc made up 1.67% of Disciplined Investors's portfolio in Q1 2026, its #14 holding.
  • Disciplined Investors first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Disciplined Investors's 13F filing for Q1 2026, filed 12 May 2026.