GLOBALT Investments’s Walmart Inc WMT Stock Holding History

GLOBALT 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	$13.9M	Buy	111,657 +10,242	+10%	+$1.26M	0.49%	26
2025 Q4	$11.3M	Sell	101,415 -2,843	-3%	-$305K	0.41%	34
2025 Q3	$10.7M	Buy	104,258 +18,909	+22%	+$1.88M	0.39%	32
2025 Q2	$8.35M	Buy	85,349 +6,474	+8%	+$617K	0.32%	40
2025 Q1	$6.92M	Sell	78,875 -430	-0.5%	-$40.3K	0.28%	53
2024 Q4	$7.17M	Sell	79,305 -1,094	-1%	-$94.9K	0.27%	45
2024 Q3	$6.49M	Sell	80,399 -54,077	-40%	-$3.97M	0.24%	57
2024 Q2	$9.11M	Sell	134,476 -1,420	-1%	-$89.4K	0.36%	34
2024 Q1	$8.18M	Sell	135,896 -811	-0.6%	-$46.4K	0.33%	37
2023 Q4	$7.18M	Buy	+136,707	New	+$7.23M	0.3%	41

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

GLOBALT Investments's WMT Position: Q1 2026 in Review

GLOBALT Investments increased its Walmart Inc (WMT) stake by 10% in Q1 2026, buying an estimated $1.26M and bringing the position to 111,657 shares worth $13.9M. The position accounts for 0.49% of the portfolio, ranked #26.

GLOBALT Investments first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

GLOBALT Investments held 111,657 shares of Walmart Inc worth $13.9M as of Q1 2026.
GLOBALT Investments bought 10,242 Walmart Inc shares in Q1 2026, an estimated $1.26M.
Walmart Inc made up 0.49% of GLOBALT Investments's portfolio in Q1 2026, its #26 holding.
GLOBALT Investments first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.