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Essex Financial Services’s Walmart Inc WMT Stock Holding History

Essex Financial Services’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 		$6.66M Sell
53,551
-355
-0.7% -$43.6K 0.37% 58
2025
Q4 		$6.01M Buy
53,906
+3,987
+8% +$428K 0.34% 61
2025
Q3 		$5.14M Sell
49,919
-529
-1% -$52.7K 0.31% 71
2025
Q2 		$4.93M Buy
50,448
+2,169
+4% +$207K 0.32% 73
2025
Q1 		$4.24M Sell
48,279
-3,599
-7% -$338K 0.31% 73
2024
Q4 		$4.69M Sell
51,878
-554
-1% -$48.1K 0.33% 70
2024
Q3 		$4.3M Sell
52,432
-7,625
-13% -$560K 0.31% 70
2024
Q2 		$4.06M Buy
60,057
+24,878
+71% +$1.57M 0.3% 76
2024
Q1 		$2.12M Buy
35,179
+3,040
+9% +$174K 0.2% 108
2023
Q4 		$1.69M Buy
32,139
+5,088
+19% +$269K 0.17% 124
2023
Q3 		$1.44M Buy
27,051
+396
+1% +$21.1K 0.17% 130
2023
Q2 		$1.4M Sell
26,655
-165
-0.6% -$8.32K 0.16% 133
2023
Q1 		$1.32M Buy
26,820
+672
+3% +$31.9K 0.14% 153
2022
Q4 		$1.24M Sell
26,148
-2,805
-10% -$133K 0.13% 154
2022
Q3 		$1.25M Buy
28,953
+189
+0.7% +$8.28K 0.15% 137
2022
Q2 		$1.17M Buy
28,764
+783
+3% +$36.1K 0.13% 153
2022
Q1 		$1.39M Sell
27,981
-2,160
-7% -$101K 0.13% 157
2021
Q4 		$1.45M Sell
30,141
-1,752
-5% -$83.6K 0.14% 155
2021
Q3 		$1.48M Buy
31,893
+7,305
+30% +$352K 0.17% 140
2021
Q2 		$1.11M Hold
24,588
– – 0.16% 137
2021
Q1 		$1.11M Sell
24,588
-1,653
-6% -$76.6K 0.2% 115
2020
Q4 		$1.27M Buy
26,241
+7,437
+40% +$361K 0.25% 99
2020
Q3 		$877K Buy
18,804
+3,975
+27% +$177K 0.22% 108
2020
Q2 		$592K Sell
14,829
-1,575
-10% -$64.8K 0.18% 116
2020
Q1 		$621K Sell
16,404
-2,070
-11% -$79.6K 0.22% 106
2019
Q4 		$732K Buy
18,474
+171
+0.9% +$6.79K 0.2% 115
2019
Q3 		$724K Sell
18,303
-1,176
-6% -$44.4K 0.23% 100
2019
Q2 		$717K Buy
19,479
+1,005
+5% +$34.6K 0.21% 100
2019
Q1 		$601K Sell
18,474
-816
-4% -$26.5K 0.18% 119
2018
Q4 		$599K Sell
19,290
-11,334
-37% -$363K 0.18% 114
2018
Q3 		$959K Sell
30,624
-6
-0% -$184 0.21% 102
2018
Q2 		$874K Buy
30,630
+1,860
+6% +$52.9K 0.21% 102
2018
Q1 		$853K Buy
28,770
+510
+2% +$16.4K 0.17% 133
2017
Q4 		$930K Buy
28,260
+300
+1% +$9.18K 0.22% 97
2017
Q3 		$728K Sell
27,960
-924
-3% -$24.2K 0.18% 120
2017
Q2 		$729K Sell
28,884
-1,551
-5% -$39.4K 0.15% 145
2017
Q1 		$731K Buy
30,435
+87
+0.3% +$2K 0.17% 135
2016
Q4 		$699K Buy
30,348
+3,498
+13% +$81.6K 0.15% 139
2016
Q3 		$645K Buy
26,850
+345
+1% +$8.37K 0.15% 141
2016
Q2 		$645K Sell
26,505
-2,925
-10% -$67.7K 0.16% 142
2016
Q1 		$672K Sell
29,430
-4,203
-12% -$92.2K 0.17% 137
2015
Q4 		$687K Sell
33,633
-1,575
-4% -$31.6K 0.17% 140
2015
Q3 		$761K Buy
35,208
+1,761
+5% +$40.4K 0.2% 123
2015
Q2 		$791K Sell
33,447
-10,791
-24% -$275K 0.2% 125
2015
Q1 		$1.21M Buy
44,238
+2,700
+7% +$76.6K 0.31% 82
2014
Q4 		$1.19M Buy
41,538
+4,629
+13% +$125K 0.31% 85
2014
Q3 		$941K Sell
36,909
-900
-2% -$22.7K 0.28% 86
2014
Q2 		$946K Buy
37,809
+2,538
+7% +$65.2K 0.28% 86
2014
Q1 		$899K Buy
35,271
+3,423
+11% +$86K 0.29% 80
2013
Q4 		$835K Sell
31,848
-1,329
-4% -$34.3K 0.28% 88
2013
Q3 		$818 Sell
33,177
-690
-2% -$17.4K 0.26% 85
2013
Q2 		$841K Buy
+33,867
New +$868K 0.29% 82

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

Essex Financial Services's WMT Position: Q1 2026 in Review

Essex Financial Services reduced its Walmart Inc (WMT) stake by 0.66% in Q1 2026, selling an estimated $43.6K and leaving 53,551 shares worth $6.66M. The position accounts for 0.37% of the portfolio, ranked #58.

Essex Financial Services first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Essex Financial Services held 53,551 shares of Walmart Inc worth $6.66M as of Q1 2026.
  • Essex Financial Services sold 355 Walmart Inc shares in Q1 2026, an estimated $43.6K.
  • Walmart Inc made up 0.37% of Essex Financial Services's portfolio in Q1 2026, its #58 holding.
  • Essex Financial Services first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.