Kurt F. Somerville’s Walmart Inc WMT Stock Holding History

Kurt F. Somerville’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	–	Sell	-8,464	Closed	-$943K	–	105
2025 Q4	$943K	Hold	8,464	–	–	0.16%	55
2025 Q3	$872K	Hold	8,464	–	–	0.14%	59
2025 Q2	$828K	Sell	8,464 -790	-9%	-$75.3K	0.14%	60
2025 Q1	$812K	Hold	9,254	–	–	0.14%	58
2024 Q4	$836K	Hold	9,254	–	–	0.14%	57
2024 Q3	$747K	Sell	9,254 -897	-9%	-$65.9K	0.12%	61
2024 Q2	$687K	Sell	10,151 -334	-3%	-$21K	0.12%	61
2024 Q1	$631K	Sell	10,485 -1,800	-15%	-$103K	0.11%	65
2023 Q4	$646K	Sell	12,285 -1,275	-9%	-$67.5K	0.12%	59
2023 Q3	$723K	Sell	13,560 -5,925	-30%	-$315K	0.15%	61
2023 Q2	$1.02M	Hold	19,485	–	–	0.19%	54
2023 Q1	$958K	Hold	19,485	–	–	0.17%	57
2022 Q4	$921K	Hold	19,485	–	–	0.18%	58
2022 Q3	$843K	Hold	19,485	–	–	0.17%	58
2022 Q2	$790K	Sell	19,485 -120	-0.6%	-$5.53K	0.15%	59
2022 Q1	$973K	Buy	19,605 +165	+0.8%	+$7.75K	0.16%	58
2021 Q4	$937K	Sell	19,440 -2,250	-10%	-$107K	0.13%	59
2021 Q3	$1.01M	Sell	21,690 -150	-0.7%	-$7.23K	0.15%	56
2021 Q2	$1.03M	Hold	21,840	–	–	0.15%	57
2021 Q1	$989K	Hold	21,840	–	–	0.16%	57
2020 Q4	$1.05M	Hold	21,840	–	–	0.17%	56
2020 Q3	$1.02M	Sell	21,840 -345	-2%	-$15.3K	0.18%	57
2020 Q2	$885K	Sell	22,185 -15	-0.1%	-$617	0.16%	63
2020 Q1	$841K	Hold	22,200	–	–	0.19%	57
2019 Q4	$879K	Hold	22,200	–	–	0.17%	56
2019 Q3	$878K	Hold	22,200	–	–	0.17%	57
2019 Q2	$817K	Sell	22,200 -1,470	-6%	-$50.7K	0.16%	58
2019 Q1	$770K	Sell	23,670 -630	-3%	-$20.4K	0.15%	58
2018 Q4	$754K	Hold	24,300	–	–	0.17%	57
2018 Q3	$761K	Sell	24,300 -375	-2%	-$11.5K	0.15%	62
2018 Q2	$704K	Hold	24,675	–	–	0.16%	64
2018 Q1	$731K	Hold	24,675	–	–	0.16%	64
2017 Q4	$812K	Sell	24,675 -375	-1%	-$11.5K	0.17%	60
2017 Q3	$652K	Sell	25,050 -300	-1%	-$7.87K	0.13%	63
2017 Q2	$640K	Hold	25,350	–	–	0.13%	66
2017 Q1	$609K	Hold	25,350	–	–	0.13%	71
2016 Q4	$584K	Hold	25,350	–	–	0.13%	74
2016 Q3	$609K	Sell	25,350 -150	-0.6%	-$3.64K	0.13%	73
2016 Q2	$621K	Sell	25,500 -13,590	-35%	-$315K	0.14%	74
2016 Q1	$892K	Sell	39,090 -1,605	-4%	-$35.2K	0.2%	63
2015 Q4	$832K	Hold	40,695	–	–	0.19%	68
2015 Q3	$880K	Hold	40,695	–	–	0.22%	66
2015 Q2	$962K	Sell	40,695 -1,500	-4%	-$38.2K	0.22%	65
2015 Q1	$1.16M	Hold	42,195	–	–	0.26%	59
2014 Q4	$1.21M	Buy	42,195 +22,695	+116%	+$613K	0.3%	57
2014 Q3	$497K	Hold	19,500	–	–	0.2%	70
2014 Q2	$488K	Hold	19,500	–	–	0.19%	75
2014 Q1	$497K	Hold	19,500	–	–	0.2%	73
2013 Q4	$512K	Hold	19,500	–	–	0.2%	75
2013 Q3	$480K	Hold	19,500	–	–	0.19%	74
2013 Q2	$484K	Buy	+19,500	New	+$500K	0.2%	74

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kurt F. Somerville's WMT Position: Q1 2026 in Review

Kurt F. Somerville sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 8,464 shares — an estimated $943K sold.

Kurt F. Somerville first reported a position in WMT in Q2 2013 and held it in 51 quarters. The position peaked at $1.21M in Q4 2014. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Kurt F. Somerville reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
Kurt F. Somerville sold 8,464 Walmart Inc shares in Q1 2026, an estimated $943K.
Kurt F. Somerville first reported a position in Walmart Inc in Q2 2013 and held it in 51 quarters.
Kurt F. Somerville's Walmart Inc position peaked at $1.21M in Q4 2014.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Kurt F. Somerville's 13F filing for Q1 2026, filed 8 May 2026.