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WMT icon

INVST’s Walmart Inc WMT Stock Holding History

INVST’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 		$1.91M Sell
15,406
-3,090
-17% -$379K 0.22% 82
2025
Q4 		$2.06M Sell
18,496
-2,565
-12% -$275K 0.22% 81
2025
Q3 		$2.17M Buy
21,061
+216
+1% +$21.5K 0.25% 76
2025
Q2 		$2.04M Sell
20,845
-727
-3% -$69.3K 0.25% 70
2025
Q1 		$1.89M Sell
21,572
-18,287
-46% -$1.72M 0.26% 74
2024
Q4 		$3.6M Sell
39,859
-192
-0.5% -$16.7K 0.44% 50
2024
Q3 		$3.23M Sell
40,051
-1,474
-4% -$108K 0.39% 48
2024
Q2 		$2.8M Buy
41,525
+3,132
+8% +$197K 0.31% 55
2024
Q1 		$2.3M Buy
38,393
+2,954
+8% +$169K 0.27% 61
2023
Q4 		$2.01M Sell
35,439
-1,278
-3% -$67.6K 0.26% 62
2023
Q3 		$1.96M Buy
36,717
+1,473
+4% +$78.4K 0.28% 51
2023
Q2 		$1.85M Sell
35,244
-1,053
-3% -$53.1K 0.27% 48
2023
Q1 		$1.83M Sell
36,297
-1,569
-4% -$74.5K 0.28% 46
2022
Q4 		$1.82M Sell
37,866
-1,392
-4% -$66.1K 0.28% 47
2022
Q3 		$1.69M Buy
39,258
+963
+3% +$42.2K 0.29% 45
2022
Q2 		$1.65M Sell
38,295
-1,914
-5% -$88.3K 0.26% 51
2022
Q1 		$2.03M Buy
40,209
+2,739
+7% +$129K 0.33% 46
2021
Q4 		$1.69M Buy
37,470
+8,196
+28% +$391K 0.26% 53
2021
Q3 		$1.36M Buy
29,274
+1,023
+4% +$49.3K 0.21% 67
2021
Q2 		$1.33M Buy
28,251
+1,212
+4% +$56.5K 0.22% 66
2021
Q1 		$1.26M Buy
27,039
+3,924
+17% +$182K 0.22% 62
2020
Q4 		$1.11M Buy
23,115
+6,693
+41% +$325K 0.2% 60
2020
Q3 		$783K Buy
16,422
+3,210
+24% +$143K 0.18% 60
2020
Q2 		$527K Buy
13,212
+7,521
+132% +$309K 0.16% 70
2020
Q1 		$217K Buy
+5,691
New +$219K 0.09% 89

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

INVST's WMT Position: Q1 2026 in Review

INVST reduced its Walmart Inc (WMT) stake by 17% in Q1 2026, selling an estimated $379K and leaving 15,406 shares worth $1.91M. The position accounts for 0.22% of the portfolio, ranked #82.

INVST first reported a position in WMT in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.6M in Q4 2024. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • INVST held 15,406 shares of Walmart Inc worth $1.91M as of Q1 2026.
  • INVST sold 3,090 Walmart Inc shares in Q1 2026, an estimated $379K.
  • Walmart Inc made up 0.22% of INVST's portfolio in Q1 2026, its #82 holding.
  • INVST first reported a position in Walmart Inc in Q1 2020 and has held it in 25 quarters since.
  • INVST's Walmart Inc position peaked at $3.6M in Q4 2024.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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