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EdgeRock Capital’s Walmart Inc WMT Stock Holding History

EdgeRock 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 		$1.7M Buy
13,685
+2,659
+24% +$326K 0.46% 29
2025
Q4 		$1.23M Buy
11,026
+1,732
+19% +$186K 0.33% 35
2025
Q3 		$958K Buy
9,294
+74
+0.8% +$7.37K 0.27% 39
2025
Q2 		$903K Buy
+9,220
New +$878K 0.29% 39
2023
Q4 		– Sell
-6,390
Closed -$341K – 355
2023
Q3 		$341K Buy
6,390
+1,266
+25% +$67.4K 0.21% 34
2023
Q2 		$268K Buy
5,124
+189
+4% +$9.54K 0.13% 55
2023
Q1 		$243K Buy
4,935
+471
+11% +$22.4K 0.12% 56
2022
Q4 		$211K Sell
4,464
-213
-5% -$10.1K 0.12% 56
2022
Q3 		$202K Buy
+4,677
New +$205K 0.12% 54

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

EdgeRock Capital's WMT Position: Q1 2026 in Review

EdgeRock Capital increased its Walmart Inc (WMT) stake by 24% in Q1 2026, buying an estimated $326K and bringing the position to 13,685 shares worth $1.7M. The position accounts for 0.46% of the portfolio, ranked #29.

EdgeRock Capital first reported a position in WMT in Q3 2022 and has held it in 9 quarters since. 4,423 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • EdgeRock Capital held 13,685 shares of Walmart Inc worth $1.7M as of Q1 2026.
  • EdgeRock Capital bought 2,659 Walmart Inc shares in Q1 2026, an estimated $326K.
  • Walmart Inc made up 0.46% of EdgeRock Capital's portfolio in Q1 2026, its #29 holding.
  • EdgeRock Capital first reported a position in Walmart Inc in Q3 2022 and has held it in 9 quarters since.
  • 4,423 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on EdgeRock Capital's 13F filing for Q1 2026, filed 16 Apr 2026.