Godshalk Welsh Capital Management’s Walmart Inc WMT Stock Holding History

Godshalk Welsh Capital 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	$1.69M	Buy	13,625 +245	+2%	+$30.1K	0.98%	34
2025 Q4	$1.49M	Buy	13,380 +50	+0.4%	+$5.37K	0.85%	36
2025 Q3	$1.37M	Buy	13,330 +685	+5%	+$68.2K	0.79%	39
2025 Q2	$1.24M	Sell	12,645 -425	-3%	-$40.5K	0.76%	40
2025 Q1	$1.15M	Sell	13,070 -150	-1%	-$14.1K	0.75%	47
2024 Q4	$1.19M	Sell	13,220 -50	-0.4%	-$4.34K	0.77%	42
2024 Q3	$1.07M	Sell	13,270 -100	-0.7%	-$7.34K	0.68%	48
2024 Q2	$905K	Sell	13,370 -100	-0.7%	-$6.3K	0.6%	54
2024 Q1	$810K	Buy	13,470 +300	+2%	+$17.2K	0.54%	58
2023 Q4	$692K	Hold	13,170	–	–	0.5%	64
2023 Q3	$702K	Buy	13,170 +150	+1%	+$7.98K	0.53%	63
2023 Q2	$682K	Buy	13,020 +45	+0.3%	+$2.27K	0.47%	69
2023 Q1	$638K	Hold	12,975	–	–	0.45%	73
2022 Q4	$613K	Sell	12,975 -417	-3%	-$19.8K	0.45%	74
2022 Q3	$579K	Buy	13,392 +567	+4%	+$24.8K	0.43%	71
2022 Q2	$520K	Hold	12,825	–	–	0.37%	77
2022 Q1	$637K	Hold	12,825	–	–	0.39%	75
2021 Q4	$619K	Hold	12,825	–	–	0.35%	79
2021 Q3	$596K	Hold	12,825	–	–	0.37%	77
2021 Q2	$604K	Hold	12,825	–	–	0.37%	73
2021 Q1	$581K	Sell	12,825 -375	-3%	-$17.4K	0.4%	73
2020 Q4	$634K	Sell	13,200 -75	-0.6%	-$3.64K	0.47%	69
2020 Q3	$619K	Sell	13,275 -45	-0.3%	-$2K	0.52%	66
2020 Q2	$532K	Hold	13,320	–	–	0.5%	69
2020 Q1	$504K	Hold	13,320	–	–	0.55%	66
2019 Q4	$528K	Hold	13,320	–	–	0.44%	76
2019 Q3	$527K	Buy	13,320 +180	+1%	+$6.79K	0.47%	75
2019 Q2	$484K	Hold	13,140	–	–	0.45%	75
2019 Q1	$427K	Sell	13,140 -81	-0.6%	-$2.63K	0.41%	79
2018 Q4	$411K	Buy	13,221 +681	+5%	+$21.8K	0.46%	76
2018 Q3	$393K	Hold	12,540	–	–	0.38%	84
2018 Q2	$358K	Hold	12,540	–	–	0.37%	84
2018 Q1	$372K	Hold	12,540	–	–	0.4%	85
2017 Q4	$413K	Hold	12,540	–	–	0.42%	82
2017 Q3	$327K	Sell	12,540 -2,550	-17%	-$66.9K	0.33%	97
2017 Q2	$381K	Buy	15,090 +450	+3%	+$11.4K	0.38%	91
2017 Q1	$352K	Hold	14,640	–	–	0.35%	100
2016 Q4	$337K	Sell	14,640 -300	-2%	-$7K	0.34%	96
2016 Q3	$359K	Sell	14,940 -750	-5%	-$18.2K	0.37%	95
2016 Q2	$382K	Hold	15,690	–	–	0.4%	92
2016 Q1	$358K	Hold	15,690	–	–	0.37%	97
2015 Q4	$321K	Buy	15,690 +540	+4%	+$10.8K	0.33%	103
2015 Q3	$327K	Sell	15,150 -300	-2%	-$6.88K	0.36%	102
2015 Q2	$365K	Sell	15,450 -900	-6%	-$22.9K	0.37%	97
2015 Q1	$448K	Sell	16,350 -2,250	-12%	-$63.8K	0.46%	84
2014 Q4	$532K	Buy	+18,600	New	+$503K	0.48%	72

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

Godshalk Welsh Capital Management's WMT Position: Q1 2026 in Review

Godshalk Welsh Capital Management increased its Walmart Inc (WMT) stake by 1.8% in Q1 2026, buying an estimated $30.1K and bringing the position to 13,625 shares worth $1.69M. The position accounts for 0.98% of the portfolio, ranked #34.

Godshalk Welsh Capital Management first reported a position in WMT in Q4 2014 and has held it in 46 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Godshalk Welsh Capital Management held 13,625 shares of Walmart Inc worth $1.69M as of Q1 2026.
Godshalk Welsh Capital Management bought 245 Walmart Inc shares in Q1 2026, an estimated $30.1K.
Walmart Inc made up 0.98% of Godshalk Welsh Capital Management's portfolio in Q1 2026, its #34 holding.
Godshalk Welsh Capital Management first reported a position in Walmart Inc in Q4 2014 and has held it in 46 quarters since.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2026, filed 13 May 2026.