FI
WMT icon

Financial Insights’s Walmart Inc WMT Stock Holding History

Financial Insights’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 		$693K Sell
5,576
-9
-0.2% -$1.1K 0.22% 66
2025
Q4 		$622K Sell
5,585
-1,000
-15% -$107K 0.21% 65
2025
Q3 		$679K Sell
6,585
-66
-1% -$6.57K 0.22% 59
2025
Q2 		$650K Buy
6,651
+164
+3% +$15.6K 0.24% 56
2025
Q1 		$569K Buy
6,487
+739
+13% +$69.3K 0.23% 57
2024
Q4 		$519K Sell
5,748
-7,557
-57% -$656K 0.19% 65
2024
Q3 		$1.07M Sell
13,305
-7,557
-36% -$555K 0.34% 48
2024
Q2 		$1.41M Sell
20,862
-3,174
-13% -$200K 0.39% 44
2024
Q1 		$1.45M Sell
24,036
-573
-2% -$32.8K 0.4% 51
2023
Q4 		$1.29M Buy
24,609
+1,086
+5% +$57.5K 0.4% 51
2023
Q3 		$1.28M Buy
23,523
+2,157
+10% +$115K 0.46% 42
2023
Q2 		$1.12M Buy
21,366
+3,732
+21% +$188K 0.41% 47
2023
Q1 		$867K Buy
17,634
+8,133
+86% +$386K 0.35% 54
2022
Q4 		$449K Buy
9,501
+2,319
+32% +$110K 0.21% 88
2022
Q3 		$311K Buy
+7,182
New +$315K 0.21% 92
2021
Q3 		– Sell
-1,200
Closed -$564K – 221
2021
Q2 		$564K Buy
+1,200
New +$55.9K 0.05% 146

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

Financial Insights's WMT Position: Q1 2026 in Review

Financial Insights reduced its Walmart Inc (WMT) stake by 0.16% in Q1 2026, selling an estimated $1.1K and leaving 5,576 shares worth $693K. The position accounts for 0.22% of the portfolio, ranked #66.

Financial Insights first reported a position in WMT in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.45M in Q1 2024. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Financial Insights held 5,576 shares of Walmart Inc worth $693K as of Q1 2026.
  • Financial Insights sold 9 Walmart Inc shares in Q1 2026, an estimated $1.1K.
  • Walmart Inc made up 0.22% of Financial Insights's portfolio in Q1 2026, its #66 holding.
  • Financial Insights first reported a position in Walmart Inc in Q2 2021 and has held it in 16 quarters since.
  • Financial Insights's Walmart Inc position peaked at $1.45M in Q1 2024.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.