Kayne Anderson Rudnick Investment Management’s Walmart Inc WMT Stock Holding History

Kayne Anderson Rudnick Investment 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	$18M	Buy	144,947 +7,756	+6%	+$952K	0.05%	188
2025 Q4	$15.3M	Buy	137,191 +1,465	+1%	+$157K	0.04%	210
2025 Q3	$14M	Buy	135,726 +10,325	+8%	+$1.03M	0.03%	218
2025 Q2	$12.3M	Buy	125,401 +11,800	+10%	+$1.12M	0.03%	220
2025 Q1	$9.97M	Buy	113,601 +37,717	+50%	+$3.54M	0.02%	237
2024 Q4	$6.86M	Buy	75,884 +36,475	+93%	+$3.17M	0.02%	259
2024 Q3	$3.18M	Buy	39,409 +3,064	+8%	+$225K	0.01%	295
2024 Q2	$2.46M	Sell	36,345 -1,555	-4%	-$97.9K	0.01%	318
2024 Q1	$2.28M	Sell	37,900 -1,070	-3%	-$61.2K	0.01%	326
2023 Q4	$2.05M	Buy	38,970 +3,306	+9%	+$175K	0.01%	332
2023 Q3	$1.9M	Buy	35,664 +3	+0%	+$160	0.01%	336
2023 Q2	$1.87M	Buy	35,661 +123	+0.3%	+$6.21K	0.01%	339
2023 Q1	$1.75M	Buy	35,538 +3	+0%	+$142	0.01%	330
2022 Q4	$1.68M	Buy	35,535 +366	+1%	+$17.4K	0.01%	338
2022 Q3	$1.52M	Hold	35,169	–	–	0.01%	333
2022 Q2	$1.43M	Sell	35,169 -366	-1%	-$16.9K	﹤0.01%	327
2022 Q1	$1.76M	Buy	35,535 +2,466	+7%	+$116K	﹤0.01%	314
2021 Q4	$1.59M	Hold	33,069	–	–	﹤0.01%	326
2021 Q3	$1.54M	Sell	33,069 -600	-2%	-$28.9K	﹤0.01%	314
2021 Q2	$1.58M	Sell	33,669 -45	-0.1%	-$2.1K	﹤0.01%	310
2021 Q1	$1.53M	Buy	33,714 +600	+2%	+$27.8K	﹤0.01%	302
2020 Q4	$1.59M	Hold	33,114	–	–	﹤0.01%	300
2020 Q3	$1.54M	Buy	33,114 +1,575	+5%	+$70K	0.01%	289
2020 Q2	$1.26M	Hold	31,539	–	–	0.01%	300
2020 Q1	$1.19M	Sell	31,539 -51	-0.2%	-$1.96K	0.01%	286
2019 Q4	$1.25M	Buy	31,590 +51	+0.2%	+$2.02K	0.01%	297
2019 Q3	$1.25M	Hold	31,539	–	–	0.01%	286
2019 Q2	$1.16M	Hold	31,539	–	–	0.01%	284
2019 Q1	$1.02M	Hold	31,539	–	–	0.01%	283
2018 Q4	$979K	Hold	31,539	–	–	0.01%	292
2018 Q3	$987K	Hold	31,539	–	–	0.01%	286
2018 Q2	$900K	Hold	31,539	–	–	0.01%	291
2018 Q1	$935K	Hold	31,539	–	–	0.01%	303
2017 Q4	$1.04M	Hold	31,539	–	–	0.01%	292
2017 Q3	$821K	Hold	31,539	–	–	0.01%	299
2017 Q2	$796K	Sell	31,539 -8,874	-22%	-$225K	0.01%	300
2017 Q1	$971K	Sell	40,413 -21,456	-35%	-$494K	0.01%	297
2016 Q4	$1.43M	Sell	61,869 -1,599	-3%	-$37.3K	0.02%	272
2016 Q3	$1.53M	Hold	63,468	–	–	0.02%	263
2016 Q2	$1.54M	Hold	63,468	–	–	0.02%	253
2016 Q1	$1.45M	Hold	63,468	–	–	0.02%	249
2015 Q4	$1.3M	Hold	63,468	–	–	0.02%	247
2015 Q3	$1.37M	Sell	63,468 -7,215	-10%	-$166K	0.02%	244
2015 Q2	$1.67M	Buy	70,683 +7,215	+11%	+$184K	0.03%	228
2015 Q1	$1.74M	Hold	63,468	–	–	0.03%	220
2014 Q4	$1.82M	Hold	63,468	–	–	0.03%	219
2014 Q3	$1.62M	Hold	63,468	–	–	0.03%	215
2014 Q2	$1.59M	Hold	63,468	–	–	0.03%	217
2014 Q1	$1.62M	Hold	63,468	–	–	0.03%	213
2013 Q4	$1.67M	Hold	63,468	–	–	0.03%	209
2013 Q3	$1.56M	Hold	63,468	–	–	0.03%	204
2013 Q2	$1.58M	Buy	+63,468	New	+$1.63M	0.03%	196

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Kayne Anderson Rudnick Investment Management's WMT Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management increased its Walmart Inc (WMT) stake by 5.7% in Q1 2026, buying an estimated $952K and bringing the position to 144,947 shares worth $18M. The position accounts for 0.05% of the portfolio, ranked #188.

Kayne Anderson Rudnick Investment Management first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. 4,437 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Kayne Anderson Rudnick Investment Management held 144,947 shares of Walmart Inc worth $18M as of Q1 2026.
Kayne Anderson Rudnick Investment Management bought 7,756 Walmart Inc shares in Q1 2026, an estimated $952K.
Walmart Inc made up 0.05% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #188 holding.
Kayne Anderson Rudnick Investment Management first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
4,437 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.