EAM
WMT icon

Empirical Asset Management’s Walmart Inc WMT Stock Holding History

Empirical 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 		$2.64M Sell
21,265
-2,228
-9% -$274K 0.7% 21
2025
Q4 		$2.29M Sell
23,493
-285
-1% -$30.6K 0.65% 25
2025
Q3 		$2.15M Buy
23,778
+3,306
+16% +$329K 0.6% 28
2025
Q2 		$2M Buy
20,472
+131
+0.6% +$12.5K 0.62% 35
2025
Q1 		$1.79M Sell
20,341
-5,831
-22% -$547K 0.61% 34
2024
Q4 		$1.79M Buy
26,172
+6,151
+31% +$534K 0.59% 34
2024
Q3 		$1.62M Buy
20,021
+17
+0.1% +$1.25K 0.58% 42
2024
Q2 		$1.35M Sell
20,004
-4,657
-19% -$293K 0.51% 41
2024
Q1 		$1.12M Buy
24,661
+17,266
+233% +$988K 0.54% 50
2023
Q4 		$389K Hold
7,395
– – 0.32% 113
2023
Q3 		$394K Sell
7,395
-237
-3% -$12.6K 0.34% 104
2023
Q2 		$400K Sell
7,632
-396
-5% -$20K 0.35% 97
2023
Q1 		$395K Sell
8,028
-20,352
-72% -$966K 0.38% 95
2022
Q4 		$821K Buy
28,380
+20,691
+269% +$983K 0.86% 33
2022
Q3 		$332K Sell
7,689
-9,909
-56% -$434K 0.36% 106
2022
Q2 		$713K Buy
17,598
+7,965
+83% +$367K 0.75% 40
2022
Q1 		$478K Buy
+9,633
New +$452K 0.45% 79

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

Empirical Asset Management's WMT Position: Q1 2026 in Review

Empirical Asset Management reduced its Walmart Inc (WMT) stake by 9.5% in Q1 2026, selling an estimated $274K and leaving 21,265 shares worth $2.64M. The position accounts for 0.7% of the portfolio, ranked #21.

Empirical Asset Management first reported a position in WMT in Q1 2022 and has held it in 17 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Empirical Asset Management held 21,265 shares of Walmart Inc worth $2.64M as of Q1 2026.
  • Empirical Asset Management sold 2,228 Walmart Inc shares in Q1 2026, an estimated $274K.
  • Walmart Inc made up 0.7% of Empirical Asset Management's portfolio in Q1 2026, its #21 holding.
  • Empirical Asset Management first reported a position in Walmart Inc in Q1 2022 and has held it in 17 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.