Harvey Capital Management’s Walmart Inc WMT Stock Holding History

Harvey 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	$3.41M	Sell	27,450 -19,500	-42%	-$2.39M	0.78%	38
2025 Q4	$5.23M	Hold	46,950	–	–	1.12%	26
2025 Q3	$4.84M	Hold	46,950	–	–	1.03%	29
2025 Q2	$4.61M	Hold	46,950	–	–	1.08%	26
2025 Q1	$4.12M	Hold	46,950	–	–	1.08%	32
2024 Q4	$4.24M	Sell	46,950 -3,000	-6%	-$260K	1%	31
2024 Q3	$4.03M	Hold	49,950	–	–	1.01%	32
2024 Q2	$3.38M	Hold	49,950	–	–	0.89%	32
2024 Q1	$3.01M	Hold	49,950	–	–	0.88%	31
2023 Q4	$2.62M	Hold	49,950	–	–	0.87%	31
2023 Q3	$2.66M	Hold	49,950	–	–	0.94%	30
2023 Q2	$2.62M	Hold	49,950	–	–	0.96%	29
2023 Q1	$2.46M	Hold	49,950	–	–	0.97%	30
2022 Q4	$2.36M	Sell	49,950 -1,200	-2%	-$57K	0.99%	30
2022 Q3	$2.21M	Buy	51,150 +1,200	+2%	+$52.6K	0.96%	32
2022 Q2	$2.02M	Sell	49,950 -1,500	-3%	-$69.2K	0.79%	44
2022 Q1	$2.55M	Hold	51,450	–	–	0.79%	37
2021 Q4	$2.48M	Hold	51,450	–	–	0.77%	41
2021 Q3	$2.39M	Hold	51,450	–	–	0.82%	38
2021 Q2	$2.42M	Sell	51,450 -7,500	-13%	-$349K	0.8%	39
2021 Q1	$2.67M	Buy	58,950 +300	+0.5%	+$13.9K	0.97%	38
2020 Q4	$2.82M	Hold	58,650	–	–	1.14%	32
2020 Q3	$2.73M	Buy	+58,650	New	+$2.61M	1.22%	32

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

Harvey Capital Management's WMT Position: Q1 2026 in Review

Harvey Capital Management reduced its Walmart Inc (WMT) stake by 42% in Q1 2026, selling an estimated $2.39M and leaving 27,450 shares worth $3.41M. The position accounts for 0.78% of the portfolio, ranked #38.

Harvey Capital Management first reported a position in WMT in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.23M in Q4 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Harvey Capital Management held 27,450 shares of Walmart Inc worth $3.41M as of Q1 2026.
Harvey Capital Management sold 19,500 Walmart Inc shares in Q1 2026, an estimated $2.39M.
Walmart Inc made up 0.78% of Harvey Capital Management's portfolio in Q1 2026, its #38 holding.
Harvey Capital Management first reported a position in Walmart Inc in Q3 2020 and has held it in 23 quarters since.
Harvey Capital Management's Walmart Inc position peaked at $5.23M in Q4 2025.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Harvey Capital Management's 13F filing for Q1 2026, filed 11 May 2026.