East Coast Asset Management’s Walmart Inc WMT Stock Holding History

East Coast 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	$324K	Sell	2,605 -125	-5%	-$15.3K	0.11%	51
2025 Q4	$304K	Sell	2,730 -1	-0%	-$107	0.09%	57
2025 Q3	$281K	Sell	2,731 -607	-18%	-$60.4K	0.09%	58
2025 Q2	$326K	Hold	3,338	–	–	0.11%	57
2025 Q1	$293K	Hold	3,338	–	–	0.1%	59
2024 Q4	$302K	Sell	3,338 -270	-7%	-$23.4K	0.1%	58
2024 Q3	$291K	Hold	3,608	–	–	0.1%	60
2024 Q2	$244K	Sell	3,608 -36	-1%	-$2.27K	0.09%	65
2024 Q1	$219K	Buy	+3,644	New	+$209K	0.08%	68
2023 Q2	–	Sell	-4,176	Closed	-$205K	–	65
2023 Q1	$205K	Buy	+4,176	New	+$198K	0.09%	63
2022 Q2	–	Sell	-4,176	Closed	-$207K	–	64
2022 Q1	$207K	Hold	4,176	–	–	0.05%	64
2021 Q4	$201K	Buy	+4,176	New	+$199K	0.04%	65
2013 Q3	–	Sell	-88,473	Closed	-$2.2M	–	323
2013 Q2	$2.2M	Buy	+88,473	New	+$2.27M	1.19%	21

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

East Coast Asset Management's WMT Position: Q1 2026 in Review

East Coast Asset Management reduced its Walmart Inc (WMT) stake by 4.6% in Q1 2026, selling an estimated $15.3K and leaving 2,605 shares worth $324K. The position accounts for 0.11% of the portfolio, ranked #51.

East Coast Asset Management first reported a position in WMT in Q2 2013 and has held it in 13 quarters since. The position peaked at $2.2M in Q2 2013. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

East Coast Asset Management held 2,605 shares of Walmart Inc worth $324K as of Q1 2026.
East Coast Asset Management sold 125 Walmart Inc shares in Q1 2026, an estimated $15.3K.
Walmart Inc made up 0.11% of East Coast Asset Management's portfolio in Q1 2026, its #51 holding.
East Coast Asset Management first reported a position in Walmart Inc in Q2 2013 and has held it in 13 quarters since.
East Coast Asset Management's Walmart Inc position peaked at $2.2M in Q2 2013.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on East Coast Asset Management's 13F filing for Q1 2026, filed 15 May 2026.