GreatBanc Trust’s Walmart Inc WMT Stock Holding History

GreatBanc Trust’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	–	Sell	-2,536	Closed	-$283K	–	78
2025 Q4	$283K	Sell	2,536 -145	-5%	-$15.6K	0.2%	56
2025 Q3	$276K	Buy	+2,681	New	+$267K	0.19%	63

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

GreatBanc Trust's WMT Position: Q1 2026 in Review

GreatBanc Trust sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 2,536 shares — an estimated $283K sold.

GreatBanc Trust first reported a position in WMT in Q3 2025 and held it in 2 quarters. The position peaked at $283K in Q4 2025. 4,453 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

GreatBanc Trust reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
GreatBanc Trust sold 2,536 Walmart Inc shares in Q1 2026, an estimated $283K.
GreatBanc Trust first reported a position in Walmart Inc in Q3 2025 and held it in 2 quarters.
GreatBanc Trust's Walmart Inc position peaked at $283K in Q4 2025.
4,453 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on GreatBanc Trust's 13F filing for Q1 2026, filed 30 Apr 2026.