HCM
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Highview Capital Management’s Walmart Inc WMT Stock Holding History

Highview 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 		$3.44M Buy
27,645
+1,270
+5% +$156K 1.25% 22
2025
Q4 		$2.94M Sell
26,375
-686
-3% -$73.7K 1.04% 27
2025
Q3 		$2.79M Sell
27,061
-513
-2% -$51.1K 1.03% 26
2025
Q2 		$2.7M Sell
27,574
-10,353
-27% -$986K 1.04% 26
2025
Q1 		$3.33M Buy
37,927
+982
+3% +$92.1K 1.39% 22
2024
Q4 		$3.34M Buy
36,945
+1,720
+5% +$149K 1.28% 23
2024
Q3 		$2.84M Buy
35,225
+1,573
+5% +$116K 1.16% 23
2024
Q2 		$2.28M Buy
33,652
+2,028
+6% +$128K 0.95% 30
2024
Q1 		$1.9M Buy
31,624
+1,396
+5% +$79.9K 0.86% 32
2023
Q4 		$1.59M Buy
30,228
+588
+2% +$31.1K 0.85% 34
2023
Q3 		$1.58M Sell
29,640
-135
-0.5% -$7.18K 0.9% 30
2023
Q2 		$1.56M Buy
29,775
+4,563
+18% +$230K 0.84% 33
2023
Q1 		$1.24M Buy
25,212
+252
+1% +$12K 0.72% 39
2022
Q4 		$1.18M Buy
24,960
+15,609
+167% +$741K 0.72% 36
2022
Q3 		$404K Sell
9,351
-17,631
-65% -$772K 0.3% 68
2022
Q2 		$1.09M Buy
26,982
+492
+2% +$22.7K 0.84% 36
2022
Q1 		$1.31M Buy
26,490
+300
+1% +$14.1K 0.85% 31
2021
Q4 		$1.26M Buy
+26,190
New +$1.25M 0.82% 37

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

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

Highview Capital Management increased its Walmart Inc (WMT) stake by 4.8% in Q1 2026, buying an estimated $156K and bringing the position to 27,645 shares worth $3.44M. The position accounts for 1.25% of the portfolio, ranked #22.

Highview Capital Management first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Highview Capital Management held 27,645 shares of Walmart Inc worth $3.44M as of Q1 2026.
  • Highview Capital Management bought 1,270 Walmart Inc shares in Q1 2026, an estimated $156K.
  • Walmart Inc made up 1.25% of Highview Capital Management's portfolio in Q1 2026, its #22 holding.
  • Highview Capital Management first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Highview Capital Management's 13F filing for Q1 2026, filed 8 May 2026.