HIM
WMT icon

Hillsdale Investment Management’s Walmart Inc WMT Stock Holding History

Hillsdale Investment 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 		$857K Buy
6,897
+5,190
+304% +$637K 0.02% 400
2025
Q4 		$190K Sell
1,707
-5,160
-75% -$554K 0.01% 500
2025
Q3 		$708K Sell
6,867
-21,080
-75% -$2.1M 0.02% 409
2025
Q2 		$2.73M Buy
27,947
+19,520
+232% +$1.86M 0.1% 249
2025
Q1 		$740K Sell
8,427
-8,170
-49% -$766K 0.04% 301
2024
Q4 		$1.5M Buy
16,597
+9,340
+129% +$810K 0.08% 221
2024
Q3 		$586K Buy
7,257
+1,091
+18% +$80.1K 0.05% 341
2024
Q2 		$418K Buy
6,166
+1,500
+32% +$94.5K 0.03% 355
2024
Q1 		$281K Sell
4,666
-620
-12% -$35.5K 0.02% 357
2023
Q4 		$278K Hold
5,286
– – 0.02% 345
2023
Q3 		$282K Buy
5,286
+2,760
+109% +$147K 0.03% 335
2023
Q2 		$132K Buy
2,526
+300
+13% +$15.1K 0.01% 355
2023
Q1 		$109K Buy
2,226
+240
+12% +$11.4K 0.01% 451
2022
Q4 		$93.9K Buy
1,986
+360
+22% +$17.1K 0.01% 460
2022
Q3 		$70K Buy
1,626
+354
+28% +$15.5K 0.01% 454
2022
Q2 		$52K Buy
1,272
+477
+60% +$22K ﹤0.01% 458
2022
Q1 		$39K Sell
795
-1,320
-62% -$62K ﹤0.01% 479
2021
Q4 		$102K Sell
2,115
-315
-13% -$15K 0.01% 434
2021
Q3 		$113K Hold
2,430
– – 0.01% 430
2021
Q2 		$114K Sell
2,430
-330
-12% -$15.4K 0.01% 427
2021
Q1 		$125K Sell
2,760
-1,110
-29% -$51.4K 0.01% 419
2020
Q4 		$186K Buy
3,870
+30
+0.8% +$1.46K 0.02% 392
2020
Q3 		$179K Sell
3,840
-720
-16% -$32K 0.02% 396
2020
Q2 		$182K Buy
4,560
+1,950
+75% +$80.2K 0.02% 395
2020
Q1 		$99K Sell
2,610
-960
-27% -$36.9K 0.01% 421
2019
Q4 		$141K Hold
3,570
– – 0.01% 406
2019
Q3 		$141K Buy
3,570
+1,680
+89% +$63.4K 0.01% 413
2019
Q2 		$70K Hold
1,890
– – 0.01% 433
2019
Q1 		$61K Buy
+1,890
New +$61.3K 0.01% 420
2016
Q4 		– Sell
-2,100
Closed -$50K – 550
2016
Q3 		$50K Buy
+2,100
New +$50.9K 0.01% 333
2015
Q4 		– Sell
-8,100
Closed -$175K – 600
2015
Q3 		$175K Buy
8,100
+2,100
+35% +$48.2K 0.06% 336
2015
Q2 		$142K Sell
6,000
-300
-5% -$7.65K 0.04% 373
2015
Q1 		$173K Hold
6,300
– – 0.04% 353
2014
Q4 		$180K Sell
6,300
-9,300
-60% -$251K 0.05% 339
2014
Q3 		$398K Buy
15,600
+2,100
+16% +$53K 0.13% 116
2014
Q2 		$338K Sell
13,500
-900
-6% -$23.1K 0.08% 180
2014
Q1 		$367K Buy
14,400
+1,200
+9% +$30.1K 0.1% 134
2013
Q4 		$346K Buy
13,200
+2,700
+26% +$69.7K 0.1% 150
2013
Q3 		$259K Buy
10,500
+3,600
+52% +$90.8K 0.08% 247
2013
Q2 		$171K Buy
+6,900
New +$177K 0.06% 318

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

Hillsdale Investment Management's WMT Position: Q1 2026 in Review

Hillsdale Investment Management increased its Walmart Inc (WMT) stake by 304% in Q1 2026, buying an estimated $637K and bringing the position to 6,897 shares worth $857K. The position accounts for 0.02% of the portfolio, ranked #400.

Hillsdale Investment Management first reported a position in WMT in Q2 2013 and has held it in 40 quarters since. The position peaked at $2.73M in Q2 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Hillsdale Investment Management held 6,897 shares of Walmart Inc worth $857K as of Q1 2026.
  • Hillsdale Investment Management bought 5,190 Walmart Inc shares in Q1 2026, an estimated $637K.
  • Walmart Inc made up 0.02% of Hillsdale Investment Management's portfolio in Q1 2026, its #400 holding.
  • Hillsdale Investment Management first reported a position in Walmart Inc in Q2 2013 and has held it in 40 quarters since.
  • Hillsdale Investment Management's Walmart Inc position peaked at $2.73M in Q2 2025.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.