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Freestone Capital Holdings’s Walmart Inc WMT Stock Holding History

Freestone Capital 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 		$174K Buy
+1,400
New +$172K 0.01% 523
2018
Q3 		– Sell
-600
Closed -$17.1M – 423
2018
Q2 		$17.1M Buy
+600
New +$17.1K 0.11% 35

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

Freestone Capital Holdings's WMT Position: Q1 2026 in Review

Freestone Capital Holdings reduced its Walmart Inc (WMT) stake by 2.2% in Q1 2026, selling an estimated $283K and leaving 102,592 shares worth $12.8M. The position accounts for 0.39% of the portfolio, ranked #47.

Freestone Capital Holdings first reported a position in WMT in Q1 2015 and has held it in 32 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Freestone Capital Holdings held 102,592 shares of Walmart Inc worth $12.8M as of Q1 2026.
  • Freestone Capital Holdings sold 2,303 Walmart Inc shares in Q1 2026, an estimated $283K.
  • Walmart Inc made up 0.39% of Freestone Capital Holdings's portfolio in Q1 2026, its #47 holding.
  • Freestone Capital Holdings first reported a position in Walmart Inc in Q1 2015 and has held it in 32 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.