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FWL Investment Management’s Walmart Inc WMT Stock Holding History

FWL Investment Management’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 		$4.1M Sell
32,981
-282
-0.8% -$34.6K 0.9% 31
2025
Q4 		$3.71M Buy
33,263
+283
+0.9% +$30.4K 0.89% 31
2025
Q3 		$3.4M Sell
32,980
-2,957
-8% -$294K 0.89% 30
2025
Q2 		$3.51M Sell
35,937
-2,151
-6% -$205K 1.08% 27
2025
Q1 		$3.34M Sell
38,088
-1,469
-4% -$138K 1.24% 25
2024
Q4 		$3.57M Sell
39,557
-442
-1% -$38.4K 1.3% 26
2024
Q3 		$3.23M Buy
39,999
+37,974
+1,875% +$2.79M 1.24% 26
2024
Q2 		$137K Buy
2,025
+1,425
+238% +$89.7K 0.07% 60
2024
Q1 		$36.1K Hold
600
– – 0.02% 112
2023
Q4 		$31.5K Hold
600
– – 0.02% 113
2023
Q3 		$32K Buy
+600
New +$31.9K 0.02% 111
2023
Q1 		– Sell
-1,107
Closed -$52.3K – 194
2022
Q4 		$52.3K Buy
+1,107
New +$52.6K 0.04% 90

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

FWL Investment Management's WMT Position: Q1 2026 in Review

FWL Investment Management reduced its Walmart Inc (WMT) stake by 0.85% in Q1 2026, selling an estimated $34.6K and leaving 32,981 shares worth $4.1M. The position accounts for 0.9% of the portfolio, ranked #31.

FWL Investment Management first reported a position in WMT in Q4 2022 and has held it in 12 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • FWL Investment Management held 32,981 shares of Walmart Inc worth $4.1M as of Q1 2026.
  • FWL Investment Management sold 282 Walmart Inc shares in Q1 2026, an estimated $34.6K.
  • Walmart Inc made up 0.9% of FWL Investment Management's portfolio in Q1 2026, its #31 holding.
  • FWL Investment Management first reported a position in Walmart Inc in Q4 2022 and has held it in 12 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.