JGC
WMT icon

J. Goldman & Co’s Walmart Inc WMT Stock Holding History

J. Goldman & Co’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
2023
Q1 		– Sell
-315,000
Closed -$14.9M – 499
2022
Q4 		$14.9M Buy
+315,000
New +$15M 0.73% 42
2022
Q1 		– Sell
-45,000
Closed -$2.17M – 457
2021
Q4 		$2.17M Buy
+45,000
New +$2.15M 0.12% 192
2021
Q3 		– Sell
-198,900
Closed -$9.35M – 484
2021
Q2 		$9.35M Buy
+198,900
New +$9.26M 0.36% 72

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

J. Goldman & Co's WMT Position: Q1 2026 in Review

J. Goldman & Co sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 17,500 shares — an estimated $2.15M sold.

J. Goldman & Co first reported a position in WMT in Q3 2013 and held it in 13 quarters. The position peaked at $29.1M in Q4 2021. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • J. Goldman & Co reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
  • J. Goldman & Co sold 17,500 Walmart Inc shares in Q1 2026, an estimated $2.15M.
  • J. Goldman & Co first reported a position in Walmart Inc in Q3 2013 and held it in 13 quarters.
  • J. Goldman & Co's Walmart Inc position peaked at $29.1M in Q4 2021.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.