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KG&L Capital Management’s Walmart Inc WMT Stock Holding History

KG&L Capital 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
2021
Q4 		– Sell
-20,100
Closed -$366K – 154
2021
Q3 		$366K Buy
20,100
+4,500
+29% +$217K 0.16% 105
2021
Q2 		$264K Sell
15,600
-28,500
-65% -$1.33M 0.12% 125
2021
Q1 		$656K Buy
44,100
+5,100
+13% +$236K 0.33% 68
2020
Q4 		$686K Buy
39,000
+27,300
+233% +$1.33M 0.37% 67
2020
Q3 		$235K Buy
+11,700
New +$520K 0.15% 115
2019
Q1 		– Sell
-2,700
Closed -$29K – 136
2018
Q4 		$29K Buy
+2,700
New +$86.6K 0.03% 96

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

KG&L Capital Management's WMT Position: Q1 2026 in Review

KG&L Capital Management reduced its Walmart Inc (WMT) stake by 56% in Q1 2026, selling an estimated $3.16M and leaving 20,283 shares worth $2.52M. The position accounts for 1.81% of the portfolio, ranked #11.

KG&L Capital Management first reported a position in WMT in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.91M in Q2 2025. 4,429 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • KG&L Capital Management held 20,283 shares of Walmart Inc worth $2.52M as of Q1 2026.
  • KG&L Capital Management sold 25,772 Walmart Inc shares in Q1 2026, an estimated $3.16M.
  • Walmart Inc made up 1.81% of KG&L Capital Management's portfolio in Q1 2026, its #11 holding.
  • KG&L Capital Management first reported a position in Walmart Inc in Q4 2018 and has held it in 30 quarters since.
  • KG&L Capital Management's Walmart Inc position peaked at $5.91M in Q2 2025.
  • 4,429 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.