KF
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Krilogy Financial’s Walmart Inc WMT Stock Holding History

Krilogy Financial’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 		$16.4M Buy
131,312
+5,224
+4% +$641K 0.53% 41
2025
Q4 		$14.8M Buy
126,088
+2,154
+2% +$231K 0.5% 40
2025
Q3 		$12.6M Buy
123,934
+63,332
+105% +$6.3M 0.47% 44
2025
Q2 		$5.93M Buy
60,602
+1,527
+3% +$145K 0.34% 62
2025
Q1 		$5.19M Sell
59,075
-7,956
-12% -$746K 0.34% 60
2024
Q4 		$6.06M Buy
67,031
+15,190
+29% +$1.32M 0.4% 56
2024
Q3 		$4.19M Buy
51,841
+1,989
+4% +$146K 0.29% 79
2024
Q2 		$3.38M Sell
49,852
-19,849
-28% -$1.25M 0.25% 93
2024
Q1 		$4.19M Buy
69,701
+35,978
+107% +$2.06M 0.32% 68
2023
Q4 		$1.77M Buy
33,723
+1,332
+4% +$70.5K 0.15% 116
2023
Q3 		$1.73M Buy
32,391
+1,023
+3% +$54.4K 0.16% 120
2023
Q2 		$1.64M Sell
31,368
-11,400
-27% -$575K 0.15% 121
2023
Q1 		$2.1M Sell
42,768
-3,027
-7% -$144K 0.18% 106
2022
Q4 		$2.16M Buy
45,795
+21,270
+87% +$1.01M 0.21% 87
2022
Q3 		$1.06M Sell
24,525
-624
-2% -$27.3K 0.13% 114
2022
Q2 		$1.02M Sell
25,149
-147
-0.6% -$6.78K 0.12% 121
2022
Q1 		$1.26M Sell
25,296
-11,463
-31% -$538K 0.13% 112
2021
Q4 		$1.77M Sell
36,759
-1,338
-4% -$63.9K 0.18% 84
2021
Q3 		$1.77M Buy
38,097
+195
+0.5% +$9.39K 0.18% 82
2021
Q2 		$1.78M Sell
37,902
-2,121
-5% -$98.8K 0.18% 80
2021
Q1 		$1.81M Buy
40,023
+1,083
+3% +$50.2K 0.19% 74
2020
Q4 		$1.87M Buy
38,940
+1,656
+4% +$80.4K 0.22% 71
2020
Q3 		$1.74M Buy
37,284
+681
+2% +$30.3K 0.24% 66
2020
Q2 		$1.46M Buy
36,603
+29,643
+426% +$1.22M 0.22% 65
2020
Q1 		$264K Buy
6,960
+267
+4% +$10.3K 0.05% 161
2019
Q4 		$265K Sell
6,693
-1,056
-14% -$41.9K 0.04% 174
2019
Q3 		$307K Sell
7,749
-375
-5% -$14.2K 0.06% 145
2019
Q2 		$299K Buy
8,124
+1,095
+16% +$37.7K 0.06% 141
2019
Q1 		$229K Hold
7,029
– – 0.05% 160
2018
Q4 		$218K Sell
7,029
-5,592
-44% -$179K 0.06% 120
2018
Q3 		$395K Buy
12,621
+405
+3% +$12.4K 0.09% 95
2018
Q2 		$349K Sell
12,216
-2,958
-19% -$84.1K 0.09% 100
2018
Q1 		$450K Sell
15,174
-21
-0.1% -$675 0.11% 85
2017
Q4 		$500K Sell
15,195
-1,581
-9% -$48.4K 0.12% 79
2017
Q3 		$437K Buy
16,776
+1,218
+8% +$32K 0.11% 88
2017
Q2 		$393K Buy
15,558
+759
+5% +$19.3K 0.11% 86
2017
Q1 		$341K Hold
14,799
– – 0.11% 87
2016
Q4 		$341K Sell
14,799
-2,175
-13% -$50.8K 0.11% 87
2016
Q3 		$408K Sell
16,974
-3,387
-17% -$82.2K 0.13% 78
2016
Q2 		$496K Buy
20,361
+5,505
+37% +$127K 0.17% 70
2016
Q1 		$339K Sell
14,856
-1,266
-8% -$27.8K 0.14% 76
2015
Q4 		$329K Buy
16,122
+966
+6% +$19.4K 0.31% 43
2015
Q3 		$328K Buy
+15,156
New +$348K 0.16% 65

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

Krilogy Financial's WMT Position: Q1 2026 in Review

Krilogy Financial increased its Walmart Inc (WMT) stake by 4.1% in Q1 2026, buying an estimated $641K and bringing the position to 131,312 shares worth $16.4M. The position accounts for 0.53% of the portfolio, ranked #41.

Krilogy Financial first reported a position in WMT in Q3 2015 and has held it in 43 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Krilogy Financial held 131,312 shares of Walmart Inc worth $16.4M as of Q1 2026.
  • Krilogy Financial bought 5,224 Walmart Inc shares in Q1 2026, an estimated $641K.
  • Walmart Inc made up 0.53% of Krilogy Financial's portfolio in Q1 2026, its #41 holding.
  • Krilogy Financial first reported a position in Walmart Inc in Q3 2015 and has held it in 43 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.