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Kercheville Advisors’s Walmart Inc WMT Stock Holding History

Kercheville 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 		$7.9M Buy
63,544
+2,314
+4% +$284K 2.53% 13
2025
Q4 		$7.21M Buy
61,230
+5,239
+9% +$563K 1.89% 18
2025
Q3 		$5.77M Buy
55,991
+3,852
+7% +$383K 1.74% 20
2025
Q2 		$5.1M Buy
52,139
+3,582
+7% +$341K 1.76% 21
2025
Q1 		$4.26M Buy
48,557
+6,227
+15% +$584K 1.74% 21
2024
Q4 		$3.82M Sell
42,330
-9
-0% -$781 1.48% 20
2024
Q3 		$3.42M Buy
42,339
+670
+2% +$49.2K 1.44% 22
2024
Q2 		$2.82M Buy
41,669
+16,104
+63% +$1.01M 1.22% 25
2024
Q1 		$1.54M Buy
+25,565
New +$1.46M 0.73% 33
2022
Q2 		– Sell
-10,476
Closed -$520K – 110
2022
Q1 		$520K Buy
10,476
+3,003
+40% +$141K 0.25% 64
2021
Q4 		$360K Buy
7,473
+3,000
+67% +$143K 0.16% 84
2021
Q3 		$208K Hold
4,473
– – 0.1% 99
2021
Q2 		$210K Buy
+4,473
New +$208K 0.1% 108

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

Kercheville Advisors's WMT Position: Q1 2026 in Review

Kercheville Advisors increased its Walmart Inc (WMT) stake by 3.8% in Q1 2026, buying an estimated $284K and bringing the position to 63,544 shares worth $7.9M. The position accounts for 2.53% of the portfolio, ranked #13.

Kercheville Advisors first reported a position in WMT in Q2 2021 and has held it in 13 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Kercheville Advisors held 63,544 shares of Walmart Inc worth $7.9M as of Q1 2026.
  • Kercheville Advisors bought 2,314 Walmart Inc shares in Q1 2026, an estimated $284K.
  • Walmart Inc made up 2.53% of Kercheville Advisors's portfolio in Q1 2026, its #13 holding.
  • Kercheville Advisors first reported a position in Walmart Inc in Q2 2021 and has held it in 13 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Kercheville Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.