F/M Investments’s Walmart Inc WMT Stock Holding History

F/M Investments’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	$4.53M	Sell	36,430 -60,730	-63%	-$7.46M	0.3%	72
2025 Q4	$10.8M	Sell	97,160 -2,893	-3%	-$311K	0.41%	49
2025 Q3	$10.3M	Sell	100,053 -4,015	-4%	-$400K	0.4%	58
2025 Q2	$10.2M	Sell	104,068 -50,823	-33%	-$4.84M	0.37%	54
2025 Q1	$13.6M	Sell	154,891 -8,596	-5%	-$806K	0.54%	37
2024 Q4	$14.8M	Buy	163,487 +9,223	+6%	+$800K	0.54%	32
2024 Q3	$12.5M	Sell	154,264 -2,934	-2%	-$215K	0.39%	71
2024 Q2	$10.7M	Buy	157,198 +152,736	+3,423%	+$9.62M	0.38%	82
2024 Q1	$268K	Buy	4,462 +265	+6%	+$15.2K	0.18%	58
2023 Q4	$221K	Hold	4,197	–	–	0.13%	77
2023 Q3	$224K	Hold	4,197	–	–	0.17%	66
2023 Q2	$220K	Hold	4,197	–	–	0.16%	66
2023 Q1	$206K	Buy	+4,197	New	+$199K	0.21%	59
2022 Q2	–	Sell	-53,175	Closed	-$2.64M	–	97
2022 Q1	$2.64M	Sell	53,175 -60	-0.1%	-$2.82K	2.13%	14
2021 Q4	$2.57M	Buy	53,235 +48,807	+1,102%	+$2.33M	1.88%	14
2021 Q3	$206K	Buy	+4,428	New	+$213K	0.15%	76

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

F/M Investments's WMT Position: Q1 2026 in Review

F/M Investments reduced its Walmart Inc (WMT) stake by 63% in Q1 2026, selling an estimated $7.46M and leaving 36,430 shares worth $4.53M. The position accounts for 0.3% of the portfolio, ranked #72.

F/M Investments first reported a position in WMT in Q3 2021 and has held it in 16 quarters since. The position peaked at $14.8M in Q4 2024. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

F/M Investments held 36,430 shares of Walmart Inc worth $4.53M as of Q1 2026.
F/M Investments sold 60,730 Walmart Inc shares in Q1 2026, an estimated $7.46M.
Walmart Inc made up 0.3% of F/M Investments's portfolio in Q1 2026, its #72 holding.
F/M Investments first reported a position in Walmart Inc in Q3 2021 and has held it in 16 quarters since.
F/M Investments's Walmart Inc position peaked at $14.8M in Q4 2024.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.