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KLCM Advisors’s Walmart Inc WMT Stock Holding History

KLCM 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 		$3.88M Buy
31,244
+200
+0.6% +$24.6K 0.33% 56
2025
Q4 		$3.46M Buy
31,044
+18,797
+153% +$2.02M 0.3% 57
2025
Q3 		$1.26M Buy
12,247
+320
+3% +$31.9K 0.13% 83
2025
Q2 		$1.17M Sell
11,927
-455
-4% -$43.4K 0.12% 77
2025
Q1 		$1.09M Buy
12,382
+1,687
+16% +$158K 0.13% 79
2024
Q4 		$966K Buy
10,695
+1,949
+22% +$169K 0.11% 82
2024
Q3 		$706K Buy
8,746
+1,927
+28% +$142K 0.08% 93
2024
Q2 		$462K Buy
6,819
+2,035
+43% +$128K 0.06% 108
2024
Q1 		$288K Buy
4,784
+290
+6% +$16.6K 0.04% 129
2023
Q4 		$236K Buy
4,494
+126
+3% +$6.67K 0.04% 133
2023
Q3 		$233K Buy
+4,368
New +$232K 0.04% 117
2021
Q2 		– Sell
-11,493
Closed -$520K – 115
2021
Q1 		$520K Sell
11,493
-765
-6% -$35.4K 0.12% 60
2020
Q4 		$589K Buy
12,258
+165
+1% +$8.01K 0.15% 58
2020
Q3 		$564K Sell
12,093
-3,474
-22% -$154K 0.16% 58
2020
Q2 		$622K Buy
15,567
+294
+2% +$12.1K 0.18% 58
2020
Q1 		$578K Sell
15,273
-272,190
-95% -$10.5M 0.18% 55
2019
Q4 		$11.4M Sell
287,463
-15,342
-5% -$609K 2.53% 18
2019
Q3 		$12M Sell
302,805
-97,215
-24% -$3.67M 3.05% 14
2019
Q2 		$14.7M Sell
400,020
-10,920
-3% -$376K 3.63% 11
2019
Q1 		$13.4M Sell
410,940
-11,622
-3% -$377K 3.29% 13
2018
Q4 		$13.1M Buy
422,562
+5,490
+1% +$176K 3.84% 10
2018
Q3 		$13.1M Buy
417,072
+3,591
+0.9% +$110K 3.21% 12
2018
Q2 		$11.8M Buy
413,481
+3,258
+0.8% +$92.6K 3.11% 13
2018
Q1 		$12.2M Sell
410,223
-27,228
-6% -$876K 3.3% 12
2017
Q4 		$14.4M Sell
437,451
-10,638
-2% -$325K 3.54% 8
2017
Q3 		$11.7M Sell
448,089
-23,790
-5% -$624K 3.05% 13
2017
Q2 		$11.9M Sell
471,879
-2,025
-0.4% -$51.4K 3.25% 13
2017
Q1 		$11.4M Buy
473,904
+9,225
+2% +$212K 3.21% 15
2016
Q4 		$10.7M Buy
464,679
+16,056
+4% +$375K 3.15% 15
2016
Q3 		$10.8M Sell
448,623
-29,628
-6% -$719K 3.43% 15
2016
Q2 		$11.6M Buy
478,251
+36,633
+8% +$848K 4.03% 10
2016
Q1 		$10.1M Sell
441,618
-8,025
-2% -$176K 3.5% 14
2015
Q4 		$9.19M Sell
449,643
-9,525
-2% -$191K 3.32% 15
2015
Q3 		$9.92M Sell
459,168
-71,259
-13% -$1.63M 3.51% 13
2015
Q2 		$12.5M Buy
530,427
+518,865
+4,488% +$13.2M 3.16% 14
2015
Q1 		$317K Sell
11,562
-69
-0.6% -$1.96K 0.09% 54
2014
Q4 		$333K Buy
11,631
+804
+7% +$21.7K 0.09% 54
2014
Q3 		$276K Buy
+10,827
New +$273K 0.07% 56

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

KLCM Advisors's WMT Position: Q1 2026 in Review

KLCM Advisors increased its Walmart Inc (WMT) stake by 0.64% in Q1 2026, buying an estimated $24.6K and bringing the position to 31,244 shares worth $3.88M. The position accounts for 0.33% of the portfolio, ranked #56.

KLCM Advisors first reported a position in WMT in Q3 2014 and has held it in 38 quarters since. The position peaked at $14.7M in Q2 2019. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • KLCM Advisors held 31,244 shares of Walmart Inc worth $3.88M as of Q1 2026.
  • KLCM Advisors bought 200 Walmart Inc shares in Q1 2026, an estimated $24.6K.
  • Walmart Inc made up 0.33% of KLCM Advisors's portfolio in Q1 2026, its #56 holding.
  • KLCM Advisors first reported a position in Walmart Inc in Q3 2014 and has held it in 38 quarters since.
  • KLCM Advisors's Walmart Inc position peaked at $14.7M in Q2 2019.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.