InceptionR’s Walmart Inc WMT Stock Holding History

InceptionR’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	-5,147	Closed	-$573K	–	936
2025 Q4	$573K	Buy	+5,147	New	+$553K	0.16%	241
2025 Q3	–	Sell	-18,771	Closed	-$1.84M	–	965
2025 Q2	$1.84M	Buy	18,771 +13,278	+242%	+$1.27M	0.42%	30
2025 Q1	$482K	Sell	5,493 -16,737	-75%	-$1.57M	0.14%	280
2024 Q4	$2.01M	Buy	22,230 +5,983	+37%	+$519K	0.45%	21
2024 Q3	$1.31M	Buy	+16,247	New	+$1.19M	0.32%	77
2024 Q2	–	Sell	-34,687	Closed	-$2.09M	–	882
2024 Q1	$2.09M	Buy	+34,687	New	+$1.98M	0.54%	5
2023 Q1	–	Sell	-7,503	Closed	-$355K	–	607
2022 Q4	$355K	Buy	+7,503	New	+$356K	0.19%	235

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

InceptionR's WMT Position: Q1 2026 in Review

InceptionR sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 5,147 shares — an estimated $573K sold.

InceptionR first reported a position in WMT in Q4 2022 and held it in 7 quarters. The position peaked at $2.09M in Q1 2024. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

InceptionR reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
InceptionR sold 5,147 Walmart Inc shares in Q1 2026, an estimated $573K.
InceptionR first reported a position in Walmart Inc in Q4 2022 and held it in 7 quarters.
InceptionR's Walmart Inc position peaked at $2.09M in Q1 2024.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.