EF
WMT icon

Empowered Funds’s Walmart Inc WMT Stock Holding History

Empowered 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 		$51M Buy
+410,005
New +$50.3M 0.33% 47
2025
Q4 		– Sell
-341,025
Closed -$35.1M – 1926
2025
Q3 		$35.1M Buy
341,025
+33,036
+11% +$3.29M 0.35% 36
2025
Q2 		$30.1M Buy
307,989
+57,848
+23% +$5.51M 0.34% 47
2025
Q1 		$22M Buy
250,141
+91,016
+57% +$8.54M 0.31% 49
2024
Q4 		$14.4M Sell
159,125
-2,756
-2% -$239K 0.21% 87
2024
Q3 		$13.1M Sell
161,881
-41,847
-21% -$3.07M 0.21% 94
2024
Q2 		$13.8M Buy
203,728
+43,436
+27% +$2.74M 0.24% 77
2024
Q1 		$9.64M Buy
160,292
+42,173
+36% +$2.41M 0.17% 129
2023
Q4 		$6.21M Buy
118,119
+26,661
+29% +$1.41M 0.16% 177
2023
Q3 		$4.88M Sell
91,458
-93
-0.1% -$4.95K 0.14% 186
2023
Q2 		$4.8M Buy
91,551
+14,646
+19% +$739K 0.17% 142
2023
Q1 		$3.78M Sell
76,905
-1,920
-2% -$91.1K 0.22% 134
2022
Q4 		$3.73M Buy
78,825
+57,993
+278% +$2.75M 0.24% 137
2022
Q3 		$900K Buy
+20,832
New +$913K 0.09% 191
2017
Q2 		– Sell
-67,386
Closed -$1.62M – 118
2017
Q1 		$1.62M Buy
+67,386
New +$1.55M 1.66% 11

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

Empowered Funds's WMT Position: Q1 2026 in Review

Empowered Funds opened a new position in Walmart Inc (WMT) in Q1 2026: 410,005 shares worth $51M. The stake represents 0.33% of the portfolio and ranks #47 among its holdings. This is a return to the name: Empowered Funds previously reported a position in WMT as recently as Q3 2025.

Empowered Funds first reported a position in WMT in Q1 2017 and has held it in 15 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Empowered Funds held 410,005 shares of Walmart Inc worth $51M as of Q1 2026.
  • Walmart Inc was a new Empowered Funds position in Q1 2026.
  • Walmart Inc made up 0.33% of Empowered Funds's portfolio in Q1 2026, its #47 holding.
  • Empowered Funds first reported a position in Walmart Inc in Q1 2017 and has held it in 15 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.