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Gould Asset Management’s Walmart Inc WMT Stock Holding History

Gould Asset 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 		$1.91M Sell
15,382
-200
-1% -$24.6K 0.33% 42
2025
Q4 		$1.74M Sell
15,582
-1,159
-7% -$124K 0.31% 43
2025
Q3 		$1.73M Buy
16,741
+87
+0.5% +$8.66K 0.32% 44
2025
Q2 		$1.63M Sell
16,654
-265
-2% -$25.2K 0.32% 43
2025
Q1 		$1.49M Buy
16,919
+359
+2% +$33.7K 0.31% 41
2024
Q4 		$1.5M Buy
16,560
+275
+2% +$23.9K 0.32% 43
2024
Q3 		$1.32M Buy
16,285
+975
+6% +$71.6K 0.28% 45
2024
Q2 		$1.04M Sell
15,310
-25
-0.2% -$1.57K 0.24% 53
2024
Q1 		$923K Sell
15,335
-49
-0.3% -$2.8K 0.22% 55
2023
Q4 		$808K Sell
15,384
-450
-3% -$23.8K 0.21% 54
2023
Q3 		$844K Sell
15,834
-9
-0.1% -$479 0.24% 46
2023
Q2 		$830K Sell
15,843
-30
-0.2% -$1.51K 0.23% 49
2023
Q1 		$780K Sell
15,873
-600
-4% -$28.5K 0.22% 51
2022
Q4 		$779K Sell
16,473
-90
-0.5% -$4.27K 0.23% 53
2022
Q3 		$716K Sell
16,563
-15
-0.1% -$657 0.24% 47
2022
Q2 		$672K Buy
16,578
+339
+2% +$15.6K 0.22% 54
2022
Q1 		$806K Sell
16,239
-255
-2% -$12K 0.23% 45
2021
Q4 		$796K Buy
16,494
+465
+3% +$22.2K 0.22% 47
2021
Q3 		$745K Sell
16,029
-10,470
-40% -$504K 0.23% 46
2021
Q2 		$1.25M Buy
26,499
+5,100
+24% +$238K 0.35% 40
2021
Q1 		$969K Buy
21,399
+570
+3% +$26.4K 0.3% 46
2020
Q4 		$1M Hold
20,829
– – 0.3% 45
2020
Q3 		$971K Sell
20,829
-150
-0.7% -$6.67K 0.33% 41
2020
Q2 		$838K Sell
20,979
-150
-0.7% -$6.17K 0.29% 47
2020
Q1 		$800K Hold
21,129
– – 0.3% 42
2019
Q4 		$837K Buy
21,129
+945
+5% +$37.5K 0.28% 49
2019
Q3 		$799K Buy
20,184
+555
+3% +$20.9K 0.28% 48
2019
Q2 		$723K Sell
19,629
-300
-2% -$10.3K 0.26% 50
2019
Q1 		$648K Sell
19,929
-1,650
-8% -$53.5K 0.24% 55
2018
Q4 		$670K Buy
21,579
+8,325
+63% +$267K 0.28% 48
2018
Q3 		$415K Sell
13,254
-225
-2% -$6.88K 0.17% 75
2018
Q2 		$385K Sell
13,479
-150
-1% -$4.26K 0.17% 78
2018
Q1 		$404K Buy
13,629
+1,500
+12% +$48.2K 0.18% 75
2017
Q4 		$399K Sell
12,129
-1,500
-11% -$45.9K 0.17% 77
2017
Q3 		$355K Buy
13,629
+1,500
+12% +$39.4K 0.16% 85
2017
Q2 		$306K Buy
+12,129
New +$308K 0.15% 85
2017
Q1 		– Sell
-14,829
Closed -$342K – 126
2016
Q4 		$342K Sell
14,829
-8,685
-37% -$203K 0.18% 72
2016
Q3 		$565K Buy
23,514
+4,500
+24% +$109K 0.3% 45
2016
Q2 		$463K Hold
19,014
– – 0.25% 53
2016
Q1 		$434K Hold
19,014
– – 0.23% 57
2015
Q4 		$389K Sell
19,014
-3,270
-15% -$65.6K 0.21% 64
2015
Q3 		$482K Hold
22,284
– – 0.27% 58
2015
Q2 		$527K Hold
22,284
– – 0.27% 58
2015
Q1 		$611K Hold
22,284
– – 0.3% 49
2014
Q4 		$638K Buy
22,284
+4,605
+26% +$124K 0.31% 45
2014
Q3 		$451K Buy
17,679
+4,140
+31% +$105K 0.22% 54
2014
Q2 		$339K Buy
13,539
+3,300
+32% +$84.8K 0.16% 64
2014
Q1 		$261K Buy
+10,239
New +$257K 0.14% 79

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

Gould Asset Management's WMT Position: Q1 2026 in Review

Gould Asset Management reduced its Walmart Inc (WMT) stake by 1.3% in Q1 2026, selling an estimated $24.6K and leaving 15,382 shares worth $1.91M. The position accounts for 0.33% of the portfolio, ranked #42.

Gould Asset Management first reported a position in WMT in Q1 2014 and has held it in 48 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Gould Asset Management held 15,382 shares of Walmart Inc worth $1.91M as of Q1 2026.
  • Gould Asset Management sold 200 Walmart Inc shares in Q1 2026, an estimated $24.6K.
  • Walmart Inc made up 0.33% of Gould Asset Management's portfolio in Q1 2026, its #42 holding.
  • Gould Asset Management first reported a position in Walmart Inc in Q1 2014 and has held it in 48 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Gould Asset Management's 13F filing for Q1 2026, filed 6 May 2026.