Epoch Investment Partners’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $38.6M | Sell |
310,444
-127,149
| -29% | -$15.6M | 0.23% | 149 |
|
|
2025
Q4 | $48.8M | Sell |
437,593
-350,103
| -44% | -$37.6M | 0.28% | 128 |
|
|
2025
Q3 | $81.2M | Sell |
787,696
-32,186
| -4% | -$3.2M | 0.45% | 88 |
|
|
2025
Q2 | $80.2M | Sell |
819,882
-84,101
| -9% | -$8.01M | 0.41% | 94 |
|
|
2025
Q1 | $79.4M | Sell |
903,983
-141,110
| -14% | -$13.2M | 0.41% | 89 |
|
|
2024
Q4 | $94.4M | Sell |
1,045,093
-237,570
| -19% | -$20.6M | 0.46% | 73 |
|
|
2024
Q3 | $104M | Sell |
1,282,663
-1,472,166
| -53% | -$108M | 0.46% | 72 |
|
|
2024
Q2 | $187M | Buy |
2,754,829
+296,550
| +12% | +$18.7M | 0.85% | 26 |
|
|
2024
Q1 | $148M | Buy |
2,458,279
+550,819
| +29% | +$31.5M | 0.66% | 49 |
|
|
2023
Q4 | $100M | Buy |
1,907,460
+32,397
| +2% | +$1.71M | 0.46% | 66 |
|
|
2023
Q3 | $100M | Sell |
1,875,063
-221,649
| -11% | -$11.8M | 0.64% | 43 |
|
|
2023
Q2 | $110M | Sell |
2,096,712
-358,518
| -15% | -$18.1M | 0.64% | 41 |
|
|
2023
Q1 | $121M | Sell |
2,455,230
-121,683
| -5% | -$5.78M | 0.72% | 33 |
|
|
2022
Q4 | $122M | Sell |
2,576,913
-63,366
| -2% | -$3.01M | 0.73% | 37 |
|
|
2022
Q3 | $114M | Sell |
2,640,279
-208,476
| -7% | -$9.13M | 0.74% | 33 |
|
|
2022
Q2 | $115M | Buy |
2,848,755
+794,274
| +39% | +$36.6M | 0.68% | 39 |
|
|
2022
Q1 | $102M | Sell |
2,054,481
-36,384
| -2% | -$1.71M | 0.5% | 65 |
|
|
2021
Q4 | $101M | Buy |
2,090,865
+418,413
| +25% | +$20M | 0.51% | 57 |
|
|
2021
Q3 | $77.7M | Sell |
1,672,452
-24,231
| -1% | -$1.17M | 0.43% | 80 |
|
|
2021
Q2 | $79.8M | Sell |
1,696,683
-1,443,309
| -46% | -$67.2M | 0.43% | 86 |
|
|
2021
Q1 | $142M | Sell |
3,139,992
-3,109,332
| -50% | -$144M | 0.67% | 46 |
|
|
2020
Q4 | $300M | Sell |
6,249,324
-111,378
| -2% | -$5.41M | 1.38% | 7 |
|
|
2020
Q3 | $297M | Sell |
6,360,702
-462,687
| -7% | -$20.6M | 1.48% | 8 |
|
|
2020
Q2 | $272M | Buy |
6,823,389
+884,892
| +15% | +$36.4M | 1.41% | 7 |
|
|
2020
Q1 | $225M | Buy |
5,938,497
+5,362,767
| +931% | +$206M | 1.36% | 11 |
|
|
2019
Q4 | $22.8M | Sell |
575,730
-145,281
| -20% | -$5.77M | 0.1% | 148 |
|
|
2019
Q3 | $28.5M | Buy |
721,011
+66,399
| +10% | +$2.51M | 0.13% | 132 |
|
|
2019
Q2 | $24.1M | Sell |
654,612
-42,957
| -6% | -$1.48M | 0.11% | 140 |
|
|
2019
Q1 | $22.7M | Sell |
697,569
-17,613
| -2% | -$571K | 0.1% | 152 |
|
|
2018
Q4 | $22.2M | Sell |
715,182
-46,002
| -6% | -$1.47M | 0.1% | 162 |
|
|
2018
Q3 | $23.8M | Sell |
761,184
-34,752
| -4% | -$1.06M | 0.09% | 171 |
|
|
2018
Q2 | $22.7K | Sell |
795,936
-48,375
| -6% | -$1.38M | 0.07% | 184 |
|
|
2018
Q1 | $25M | Sell |
844,311
-240,498
| -22% | -$7.74M | 0.09% | 164 |
|
|
2017
Q4 | $35.7M | Sell |
1,084,809
-39,045
| -3% | -$1.19M | 0.12% | 137 |
|
|
2017
Q3 | $29.3M | Sell |
1,123,854
-30,330
| -3% | -$796K | 0.1% | 154 |
|
|
2017
Q2 | $29.1M | Buy |
1,154,184
+448,824
| +64% | +$11.4M | 0.1% | 151 |
|
|
2017
Q1 | $16.9M | Buy |
705,360
+615,057
| +681% | +$14.2M | 0.06% | 197 |
|
|
2016
Q4 | $2.08M | Buy |
90,303
+11,796
| +15% | +$275K | 0.01% | 247 |
|
|
2016
Q3 | $1.89M | Buy |
78,507
+19,896
| +34% | +$483K | 0.01% | 247 |
|
|
2016
Q2 | $1.43M | Buy |
58,611
+24,849
| +74% | +$575K | 0.01% | 247 |
|
|
2016
Q1 | $771K | Buy |
33,762
+4,692
| +16% | +$103K | ﹤0.01% | 267 |
|
|
2015
Q4 | $594K | Buy |
29,070
+4,614
| +19% | +$92.6K | ﹤0.01% | 279 |
|
|
2015
Q3 | $529K | Buy |
24,456
+2,058
| +9% | +$47.2K | ﹤0.01% | 248 |
|
|
2015
Q2 | $530K | Buy |
22,398
+267
| +1% | +$6.81K | ﹤0.01% | 253 |
|
|
2015
Q1 | $607K | Buy |
22,131
+5,691
| +35% | +$161K | ﹤0.01% | 252 |
|
|
2014
Q4 | $470K | Buy |
16,440
+5,883
| +56% | +$159K | ﹤0.01% | 253 |
|
|
2014
Q3 | $269K | Buy |
10,557
+786
| +8% | +$19.8K | ﹤0.01% | 270 |
|
|
2014
Q2 | $245K | Buy |
9,771
+501
| +5% | +$12.9K | ﹤0.01% | 273 |
|
|
2014
Q1 | $236K | Sell |
9,270
-922,950
| -99% | -$23.2M | ﹤0.01% | 270 |
|
|
2013
Q4 | $24.5M | Sell |
932,220
-34,539
| -4% | -$892K | 0.1% | 163 |
|
|
2013
Q3 | $23.8M | Buy |
966,759
+25,005
| +3% | +$630K | 0.11% | 154 |
|
|
2013
Q2 | $23.4M | Buy |
+941,754
| New | +$24.1M | 0.12% | 149 |
|
Other funds holding WMT
VCM
VPM
Epoch Investment Partners's WMT Position: Q1 2026 in Review
Epoch Investment Partners reduced its Walmart Inc (WMT) stake by 29% in Q1 2026, selling an estimated $15.6M and leaving 310,444 shares worth $38.6M. The position accounts for 0.23% of the portfolio, ranked #149.
Epoch Investment Partners first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. The position peaked at $300M in Q4 2020. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Epoch Investment Partners held 310,444 shares of Walmart Inc worth $38.6M as of Q1 2026.
- Epoch Investment Partners sold 127,149 Walmart Inc shares in Q1 2026, an estimated $15.6M.
- Walmart Inc made up 0.23% of Epoch Investment Partners's portfolio in Q1 2026, its #149 holding.
- Epoch Investment Partners first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
- Epoch Investment Partners's Walmart Inc position peaked at $300M in Q4 2020.
- 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Epoch Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.