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Grandfield & Dodd’s Walmart Inc WMT Stock Holding History

Grandfield & Dodd’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 		$900K Buy
7,244
+1,665
+30% +$204K 0.05% 118
2025
Q4 		$622K Sell
5,579
-1,623
-23% -$174K 0.04% 129
2025
Q3 		$742K Buy
7,202
+200
+3% +$19.9K 0.04% 119
2025
Q2 		$685K Sell
7,002
-367
-5% -$35K 0.04% 123
2025
Q1 		$647K Sell
7,369
-110
-1% -$10.3K 0.04% 123
2024
Q4 		$676K Hold
7,479
– – 0.04% 125
2024
Q3 		$604K Sell
7,479
-1,347
-15% -$98.9K 0.04% 131
2024
Q2 		$598K Hold
8,826
– – 0.04% 131
2024
Q1 		$531K Hold
8,826
– – 0.03% 137
2023
Q4 		$464K Hold
8,826
– – 0.03% 138
2023
Q3 		$471K Hold
8,826
– – 0.03% 132
2023
Q2 		$462K Hold
8,826
– – 0.03% 135
2023
Q1 		$434K Hold
8,826
– – 0.03% 145
2022
Q4 		$417K Buy
8,826
+6
+0.1% +$285 0.03% 142
2022
Q3 		$380K Hold
8,820
– – 0.03% 137
2022
Q2 		$360K Hold
8,820
– – 0.03% 148
2022
Q1 		$440K Sell
8,820
-720
-8% -$33.8K 0.03% 147
2021
Q4 		$460K Hold
9,540
– – 0.03% 146
2021
Q3 		$440K Buy
9,540
+3,225
+51% +$155K 0.03% 148
2021
Q2 		$300K Buy
6,315
+720
+13% +$33.5K 0.02% 167
2021
Q1 		$250K Sell
5,595
-18
-0.3% -$834 0.02% 176
2020
Q4 		$270K Buy
5,613
+129
+2% +$6.26K 0.02% 168
2020
Q3 		$260K Hold
5,484
– – 0.02% 160
2020
Q2 		$220K Buy
+5,484
New +$226K 0.02% 167
2017
Q1 		– Sell
-11,220
Closed -$259K – 186
2016
Q4 		$259K Hold
11,220
– – 0.03% 166
2016
Q3 		$270K Buy
+11,220
New +$272K 0.04% 162

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

Grandfield & Dodd's WMT Position: Q1 2026 in Review

Grandfield & Dodd increased its Walmart Inc (WMT) stake by 30% in Q1 2026, buying an estimated $204K and bringing the position to 7,244 shares worth $900K. The position accounts for 0.05% of the portfolio, ranked #118.

Grandfield & Dodd first reported a position in WMT in Q3 2016 and has held it in 26 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Grandfield & Dodd held 7,244 shares of Walmart Inc worth $900K as of Q1 2026.
  • Grandfield & Dodd bought 1,665 Walmart Inc shares in Q1 2026, an estimated $204K.
  • Walmart Inc made up 0.05% of Grandfield & Dodd's portfolio in Q1 2026, its #118 holding.
  • Grandfield & Dodd first reported a position in Walmart Inc in Q3 2016 and has held it in 26 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Grandfield & Dodd's 13F filing for Q1 2026, filed 7 May 2026.