J. Safra Sarasin Holding’s Walmart Inc WMT Stock Holding History

J. Safra Sarasin Holding’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	$45.7M	Buy	368,004 +17,059	+5%	+$2.09M	0.78%	42
2025 Q4	$39.1M	Sell	350,945 -26,079	-7%	-$2.8M	0.64%	48
2025 Q3	$38.9M	Sell	377,024 -25,905	-6%	-$2.58M	0.63%	46
2025 Q2	$39.4M	Sell	402,929 -79,026	-16%	-$7.53M	0.68%	43
2025 Q1	$42.3M	Buy	481,955 +15,719	+3%	+$1.47M	0.77%	41
2024 Q4	$42.1M	Buy	466,236 +383,063	+461%	+$33.2M	0.71%	45
2024 Q3	$6.72M	Buy	83,173 +32,241	+63%	+$2.37M	0.12%	122
2024 Q2	$3.45M	Buy	+50,932	New	+$3.21M	0.06%	163

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

J. Safra Sarasin Holding's WMT Position: Q1 2026 in Review

J. Safra Sarasin Holding increased its Walmart Inc (WMT) stake by 4.9% in Q1 2026, buying an estimated $2.09M and bringing the position to 368,004 shares worth $45.7M. The position accounts for 0.78% of the portfolio, ranked #42.

J. Safra Sarasin Holding first reported a position in WMT in Q2 2024 and has held it in 8 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

J. Safra Sarasin Holding held 368,004 shares of Walmart Inc worth $45.7M as of Q1 2026.
J. Safra Sarasin Holding bought 17,059 Walmart Inc shares in Q1 2026, an estimated $2.09M.
Walmart Inc made up 0.78% of J. Safra Sarasin Holding's portfolio in Q1 2026, its #42 holding.
J. Safra Sarasin Holding first reported a position in Walmart Inc in Q2 2024 and has held it in 8 quarters since.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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