Inlet Private Wealth’s Walmart Inc WMT Stock Holding History

Inlet Private Wealth’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	$2.15M	Hold	17,292	–	–	0.55%	59
2025 Q4	$1.93M	Sell	17,292 -5,400	-24%	-$580K	0.45%	64
2025 Q3	$2.34M	Buy	22,692 +792	+4%	+$78.8K	0.53%	56
2025 Q2	$2.14M	Hold	21,900	–	–	0.53%	55
2025 Q1	$1.92M	Hold	21,900	–	–	0.5%	61
2024 Q4	$1.98M	Hold	21,900	–	–	0.52%	60
2024 Q3	$1.77M	Hold	21,900	–	–	0.45%	70
2024 Q2	$1.48M	Buy	21,900 +300	+1%	+$18.9K	0.41%	70
2024 Q1	$1.3M	Hold	21,600	–	–	0.36%	73
2023 Q4	$1.14M	Hold	21,600	–	–	0.35%	72
2023 Q3	$1.15M	Sell	21,600 -150	-0.7%	-$7.98K	0.38%	69
2023 Q2	$1.14M	Hold	21,750	–	–	0.29%	74
2023 Q1	$1.07M	Hold	21,750	–	–	0.28%	75
2022 Q4	$1.03M	Hold	21,750	–	–	0.26%	74
2022 Q3	$940K	Hold	21,750	–	–	0.28%	77
2022 Q2	$881K	Hold	21,750	–	–	0.25%	77
2022 Q1	$1.08M	Hold	21,750	–	–	0.27%	79
2021 Q4	$1.05M	Hold	21,750	–	–	0.25%	81
2021 Q3	$1.01M	Hold	21,750	–	–	0.27%	78
2021 Q2	$1.02M	Hold	21,750	–	–	0.27%	79
2021 Q1	$985K	Hold	21,750	–	–	0.28%	76
2020 Q4	$1.04M	Hold	21,750	–	–	0.34%	72
2020 Q3	$1.01M	Hold	21,750	–	–	0.4%	68
2020 Q2	$868K	Buy	21,750 +150	+0.7%	+$6.17K	0.35%	69
2020 Q1	$818K	Hold	21,600	–	–	0.38%	68
2019 Q4	$856K	Hold	21,600	–	–	0.28%	82
2019 Q3	$854K	Hold	21,600	–	–	0.32%	78
2019 Q2	$825K	Sell	21,600 -6,000	-22%	-$207K	0.3%	81
2019 Q1	$897K	Buy	27,600 +11,400	+70%	+$370K	0.36%	76
2018 Q4	$503K	Buy	+16,200	New	+$519K	0.27%	74

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

Inlet Private Wealth's WMT Position: Q1 2026 in Review

Inlet Private Wealth held its Walmart Inc (WMT) position steady in Q1 2026 at 17,292 shares worth $2.15M. The position accounts for 0.55% of the portfolio, ranked #59.

Inlet Private Wealth first reported a position in WMT in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.34M in Q3 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Inlet Private Wealth held 17,292 shares of Walmart Inc worth $2.15M as of Q1 2026.
Inlet Private Wealth left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up 0.55% of Inlet Private Wealth's portfolio in Q1 2026, its #59 holding.
Inlet Private Wealth first reported a position in Walmart Inc in Q4 2018 and has held it in 30 quarters since.
Inlet Private Wealth's Walmart Inc position peaked at $2.34M in Q3 2025.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.