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J. Safra Asset Management’s Walmart Inc WMT Stock Holding History

J. Safra Asset 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 		$356K Buy
2,866
+89
+3% +$10.9K 0.02% 184
2025
Q4 		$309K Buy
2,777
+260
+10% +$27.9K 0.02% 189
2025
Q3 		$259K Hold
2,517
– – 0.02% 159
2025
Q2 		$246K Hold
2,517
– – 0.02% 149
2025
Q1 		$221K Hold
2,517
– – 0.02% 136
2024
Q4 		$228K Hold
2,517
– – 0.02% 115
2024
Q3 		$201K Hold
2,517
– – 0.02% 71
2024
Q2 		$170K Hold
2,517
– – 0.02% 66
2024
Q1 		$151K Hold
2,517
– – 0.02% 56
2023
Q4 		$132K Hold
2,517
– – 0.02% 58
2023
Q3 		$134K Hold
2,517
– – 0.02% 58
2023
Q2 		$132K Hold
2,517
– – 0.02% 66
2023
Q1 		$124K Buy
+2,517
New +$119K 0.02% 68
2022
Q4 		– Sell
-357
Closed – – 134
2022
Q3 		$0 Buy
357
+51
+17% +$2.23K ﹤0.01% 98
2022
Q2 		$0 Sell
306
-363
-54% -$16.7K ﹤0.01% 146
2022
Q1 		$1K Buy
+669
New +$31.4K 0.02% 46

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. Safra Asset Management's WMT Position: Q1 2026 in Review

J. Safra Asset Management increased its Walmart Inc (WMT) stake by 3.2% in Q1 2026, buying an estimated $10.9K and bringing the position to 2,866 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #184.

J. Safra Asset Management first reported a position in WMT in Q1 2022 and has held it in 16 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • J. Safra Asset Management held 2,866 shares of Walmart Inc worth $356K as of Q1 2026.
  • J. Safra Asset Management bought 89 Walmart Inc shares in Q1 2026, an estimated $10.9K.
  • Walmart Inc made up 0.02% of J. Safra Asset Management's portfolio in Q1 2026, its #184 holding.
  • J. Safra Asset Management first reported a position in Walmart Inc in Q1 2022 and has held it in 16 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.