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Fairman Group’s Walmart Inc WMT Stock Holding History

Fairman Group’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 		$112K Hold
900
– – 0.1% 69
2025
Q4 		$100K Sell
900
-906
-50% -$97.3K 0.08% 76
2025
Q3 		$186K Hold
1,806
– – 0.15% 56
2025
Q2 		$177K Hold
1,806
– – 0.15% 56
2025
Q1 		$164K Hold
1,806
– – 0.15% 61
2024
Q4 		$164K Hold
1,806
– – 0.13% 65
2024
Q3 		$146K Hold
1,806
– – 0.13% 70
2024
Q2 		$122K Hold
1,806
– – 0.12% 72
2024
Q1 		$109K Hold
1,806
– – 0.1% 69
2023
Q4 		$95.2K Buy
+1,806
New +$95.6K 0.09% 74

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

Fairman Group's WMT Position: Q1 2026 in Review

Fairman Group held its Walmart Inc (WMT) position steady in Q1 2026 at 900 shares worth $112K. The position accounts for 0.1% of the portfolio, ranked #69.

Fairman Group first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $186K in Q3 2025. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Fairman Group held 900 shares of Walmart Inc worth $112K as of Q1 2026.
  • Fairman Group left its Walmart Inc share count unchanged in Q1 2026.
  • Walmart Inc made up 0.1% of Fairman Group's portfolio in Q1 2026, its #69 holding.
  • Fairman Group first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
  • Fairman Group's Walmart Inc position peaked at $186K in Q3 2025.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Fairman Group's 13F filing for Q1 2026, filed 23 Apr 2026.