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Liberty One Investment Management’s Walmart Inc WMT Stock Holding History

Liberty One Investment 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
2026
Q1 		$6.3M Buy
50,690
+10,949
+28% +$1.34M 0.65% 36
2025
Q4 		$4.43M Sell
39,741
-34,005
-46% -$3.65M 0.57% 43
2025
Q3 		$7.6M Buy
73,746
+17,727
+32% +$1.76M 0.43% 40
2025
Q2 		$5.48M Sell
56,019
-7,594
-12% -$724K 0.55% 41
2025
Q1 		$5.58M Sell
63,613
-365
-0.6% -$34.2K 0.57% 37
2024
Q4 		$5.78M Buy
63,978
+902
+1% +$78.3K 0.63% 33
2024
Q3 		$5.09M Buy
63,076
+2,119
+3% +$156K 0.52% 40
2024
Q2 		$4.13M Sell
60,957
-1,216
-2% -$76.6K 0.47% 44
2024
Q1 		$3.74M Buy
62,173
+3,397
+6% +$194K 0.42% 49
2023
Q4 		$3.09M Buy
58,776
+2,583
+5% +$137K 0.38% 51
2023
Q3 		$3M Buy
56,193
+2,163
+4% +$115K 0.43% 39
2023
Q2 		$2.83M Buy
54,030
+1,686
+3% +$85.1K 0.37% 40
2023
Q1 		$2.57M Buy
52,344
+4,938
+10% +$234K 0.35% 44
2022
Q4 		$2.24M Buy
47,406
+1,917
+4% +$91K 0.32% 59
2022
Q3 		$1.97M Buy
45,489
+10,767
+31% +$472K 0.32% 54
2022
Q2 		$1.63M Sell
34,722
-7,506
-18% -$346K 0.28% 62
2022
Q1 		$2.1M Buy
42,228
+3,354
+9% +$157K 0.32% 58
2021
Q4 		$1.88M Buy
38,874
+2,997
+8% +$143K 0.28% 66
2021
Q3 		$1.67M Buy
35,877
+1,155
+3% +$55.6K 0.28% 66
2021
Q2 		$1.63M Buy
34,722
+2,022
+6% +$94.2K 0.28% 62
2021
Q1 		$1.48M Buy
32,700
+1,194
+4% +$55.3K 0.26% 65
2020
Q4 		$1.51M Buy
31,506
+537
+2% +$26.1K 0.28% 52
2020
Q3 		$1.44M Sell
30,969
-468
-1% -$20.8K 0.3% 45
2020
Q2 		$1.25M Buy
31,437
+216
+0.7% +$8.88K 0.28% 49
2020
Q1 		$1.18M Sell
31,221
-156
-0.5% -$6K 0.3% 42
2019
Q4 		$1.24M Buy
+31,377
New +$1.25M 0.27% 54

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

Liberty One Investment Management's WMT Position: Q1 2026 in Review

Liberty One Investment Management increased its Walmart Inc (WMT) stake by 28% in Q1 2026, buying an estimated $1.34M and bringing the position to 50,690 shares worth $6.3M. The position accounts for 0.65% of the portfolio, ranked #36.

Liberty One Investment Management first reported a position in WMT in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.6M in Q3 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Liberty One Investment Management held 50,690 shares of Walmart Inc worth $6.3M as of Q1 2026.
  • Liberty One Investment Management bought 10,949 Walmart Inc shares in Q1 2026, an estimated $1.34M.
  • Walmart Inc made up 0.65% of Liberty One Investment Management's portfolio in Q1 2026, its #36 holding.
  • Liberty One Investment Management first reported a position in Walmart Inc in Q4 2019 and has held it in 26 quarters since.
  • Liberty One Investment Management's Walmart Inc position peaked at $7.6M in Q3 2025.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.