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Equitable Holdings’s Walmart Inc WMT Stock Holding History

Equitable Holdings’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 		$50M Buy
429,691
+202,122
+89% +$24.8M 0.32% 67
2025
Q4 		$25.4M Buy
227,569
+2,369
+1% +$254K 0.17% 119
2025
Q3 		$23.2M Buy
225,200
+13,979
+7% +$1.39M 0.17% 119
2025
Q2 		$20.7M Buy
211,221
+35,797
+20% +$3.41M 0.17% 115
2025
Q1 		$15.4M Buy
175,424
+21,433
+14% +$2.01M 0.15% 132
2024
Q4 		$13.9M Buy
153,991
+8,780
+6% +$762K 0.13% 135
2024
Q3 		$11.7M Buy
145,211
+47,067
+48% +$3.46M 0.11% 150
2024
Q2 		$6.65M Buy
98,144
+11,394
+13% +$718K 0.07% 217
2024
Q1 		$5.22M Buy
86,750
+2,678
+3% +$153K 0.06% 232
2023
Q4 		$4.42M Buy
84,072
+11,592
+16% +$613K 0.05% 245
2023
Q3 		$3.86M Buy
72,480
+3,657
+5% +$195K 0.06% 240
2023
Q2 		$3.61M Buy
68,823
+19,575
+40% +$988K 0.05% 241
2023
Q1 		$2.42M Buy
49,248
+4,299
+10% +$204K 0.04% 289
2022
Q4 		$2.12M Sell
44,949
-6,183
-12% -$294K 0.04% 287
2022
Q3 		$2.21M Buy
51,132
+7,026
+16% +$308K 0.04% 250
2022
Q2 		$1.79M Sell
44,106
-17,874
-29% -$824K 0.03% 277
2022
Q1 		$3.08M Buy
61,980
+3,369
+6% +$158K 0.05% 217
2021
Q4 		$2.83M Buy
58,611
+6,162
+12% +$294K 0.04% 230
2021
Q3 		$2.44M Sell
52,449
-609
-1% -$29.3K 0.04% 239
2021
Q2 		$2.49M Buy
53,058
+252
+0.5% +$11.7K 0.04% 236
2021
Q1 		$2.39M Buy
52,806
+20,478
+63% +$949K 0.05% 219
2020
Q4 		$1.55M Buy
32,328
+4,089
+14% +$199K 0.04% 259
2020
Q3 		$1.32M Buy
28,239
+1,392
+5% +$61.9K 0.03% 267
2020
Q2 		$1.07M Buy
26,847
+2,007
+8% +$82.6K 0.03% 290
2020
Q1 		$941K Buy
24,840
+1,539
+7% +$59.2K 0.03% 269
2019
Q4 		$923K Buy
+23,301
New +$925K 0.03% 304

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

Equitable Holdings's WMT Position: Q1 2026 in Review

Equitable Holdings increased its Walmart Inc (WMT) stake by 89% in Q1 2026, buying an estimated $24.8M and bringing the position to 429,691 shares worth $50M. The position accounts for 0.32% of the portfolio, ranked #67.

Equitable Holdings first reported a position in WMT in Q4 2019 and has held it in 26 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Equitable Holdings held 429,691 shares of Walmart Inc worth $50M as of Q1 2026.
  • Equitable Holdings bought 202,122 Walmart Inc shares in Q1 2026, an estimated $24.8M.
  • Walmart Inc made up 0.32% of Equitable Holdings's portfolio in Q1 2026, its #67 holding.
  • Equitable Holdings first reported a position in Walmart Inc in Q4 2019 and has held it in 26 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.