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KCM Investment Advisors’s Walmart Inc WMT Stock Holding History

KCM Investment Advisors’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 		$69.3M Sell
557,356
-7,324
-1% -$899K 2.3% 6
2025
Q4 		$62.9M Sell
564,680
-6,764
-1% -$726K 2.02% 9
2025
Q3 		$58.9M Buy
571,444
+2,139
+0.4% +$213K 1.9% 12
2025
Q2 		$55.7M Sell
569,305
-6,900
-1% -$657K 1.87% 10
2025
Q1 		$50.6M Sell
576,205
-8,749
-1% -$821K 1.82% 11
2024
Q4 		$52.9M Sell
584,954
-2,310
-0.4% -$200K 1.82% 10
2024
Q3 		$47.4M Sell
587,264
-6,540
-1% -$480K 1.61% 12
2024
Q2 		$40.2M Buy
593,804
+7,722
+1% +$486K 1.44% 18
2024
Q1 		$35.3M Buy
586,082
+23,951
+4% +$1.37M 1.3% 22
2023
Q4 		$29.5M Buy
562,131
+16,620
+3% +$879K 1.18% 20
2023
Q3 		$29.1M Sell
545,511
-4,308
-0.8% -$229K 1.25% 20
2023
Q2 		$28.8M Buy
549,819
+4,131
+0.8% +$208K 1.16% 21
2023
Q1 		$26.8M Sell
545,688
-9,447
-2% -$448K 1.09% 23
2022
Q4 		$26.2M Buy
555,135
+6,774
+1% +$322K 1.13% 25
2022
Q3 		$23.7M Sell
548,361
-5,718
-1% -$250K 1.1% 24
2022
Q2 		$22.5M Sell
554,079
-72
-0% -$3.32K 0.98% 27
2022
Q1 		$27.5M Buy
554,151
+10,437
+2% +$490K 1.01% 26
2021
Q4 		$26.2M Buy
543,714
+20,913
+4% +$998K 0.91% 32
2021
Q3 		$24.3M Buy
522,801
+18,891
+4% +$910K 0.97% 31
2021
Q2 		$23.7M Sell
503,910
-7,338
-1% -$342K 0.96% 32
2021
Q1 		$23.1M Buy
511,248
+48,027
+10% +$2.22M 1.03% 31
2020
Q4 		$22.3M Buy
463,221
+34,206
+8% +$1.66M 1.07% 28
2020
Q3 		$20M Buy
429,015
+38,919
+10% +$1.73M 1.11% 28
2020
Q2 		$15.6M Buy
390,096
+46,551
+14% +$1.91M 0.88% 37
2020
Q1 		$13M Buy
343,545
+23,919
+7% +$920K 0.88% 41
2019
Q4 		$12.7M Buy
319,626
+13,041
+4% +$518K 0.69% 44
2019
Q3 		$12.1M Buy
306,585
+13,005
+4% +$491K 0.7% 44
2019
Q2 		$10.8M Buy
293,580
+81,630
+39% +$2.81M 0.65% 47
2019
Q1 		$6.89M Buy
211,950
+56,877
+37% +$1.84M 0.45% 65
2018
Q4 		$4.82M Buy
155,073
+28,170
+22% +$903K 0.32% 80
2018
Q3 		$3.97M Buy
126,903
+60,972
+92% +$1.86M 0.23% 98
2018
Q2 		$1.88M Buy
65,931
+3,981
+6% +$113K 0.12% 158
2018
Q1 		$1.84M Sell
61,950
-894
-1% -$28.8K 0.11% 175
2017
Q4 		$2.07M Buy
62,844
+1,650
+3% +$50.5K 0.12% 166
2017
Q3 		$1.59M Buy
61,194
+1,635
+3% +$42.9K 0.1% 201
2017
Q2 		$1.5M Sell
59,559
-54
-0.1% -$1.37K 0.09% 207
2017
Q1 		$1.43M Sell
59,613
-2,001
-3% -$46K 0.09% 215
2016
Q4 		$1.42M Sell
61,614
-3,465
-5% -$80.9K 0.1% 214
2016
Q3 		$1.56M Buy
65,079
+1,728
+3% +$41.9K 0.11% 204
2016
Q2 		$1.54M Buy
63,351
+4,794
+8% +$111K 0.11% 201
2016
Q1 		$1.34M Buy
58,557
+6,258
+12% +$137K 0.1% 212
2015
Q4 		$1.07M Buy
52,299
+5,310
+11% +$107K 0.08% 224
2015
Q3 		$1.02M Buy
46,989
+2,190
+5% +$50.2K 0.08% 234
2015
Q2 		$1.06M Sell
44,799
-3,042
-6% -$77.6K 0.08% 235
2015
Q1 		$1.31M Buy
47,841
+2,802
+6% +$79.5K 0.11% 216
2014
Q4 		$1.29M Buy
45,039
+1,947
+5% +$52.6K 0.11% 214
2014
Q3 		$1.1M Sell
43,092
-909
-2% -$23K 0.1% 224
2014
Q2 		$1.1M Buy
44,001
+7,785
+21% +$200K 0.1% 220
2014
Q1 		$923K Sell
36,216
-135
-0.4% -$3.39K 0.1% 228
2013
Q4 		$953K Sell
36,351
-600
-2% -$15.5K 0.1% 212
2013
Q3 		$911K Buy
36,951
+2,061
+6% +$52K 0.11% 216
2013
Q2 		$866K Buy
+34,890
New +$894K 0.1% 213

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

KCM Investment Advisors's WMT Position: Q1 2026 in Review

KCM Investment Advisors reduced its Walmart Inc (WMT) stake by 1.3% in Q1 2026, selling an estimated $899K and leaving 557,356 shares worth $69.3M. The position accounts for 2.3% of the portfolio, ranked #6.

KCM Investment Advisors first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • KCM Investment Advisors held 557,356 shares of Walmart Inc worth $69.3M as of Q1 2026.
  • KCM Investment Advisors sold 7,324 Walmart Inc shares in Q1 2026, an estimated $899K.
  • Walmart Inc made up 2.3% of KCM Investment Advisors's portfolio in Q1 2026, its #6 holding.
  • KCM Investment Advisors first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.