Logan Capital Management’s Walmart Inc WMT Stock Holding History

Logan 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
2026 Q1	$8.11M	Buy	+65,289	New	+$8.02M	0.35%	82

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

Logan Capital Management's WMT Position: Q1 2026 in Review

Logan Capital Management sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 76,737 shares — an estimated $9.42M sold.

Logan Capital Management first reported a position in WMT in Q2 2013 and held it in 51 quarters. The position peaked at $8.55M in Q4 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Logan Capital Management reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
Logan Capital Management sold 76,737 Walmart Inc shares in Q1 2026, an estimated $9.42M.
Logan Capital Management first reported a position in Walmart Inc in Q2 2013 and held it in 51 quarters.
Logan Capital Management's Walmart Inc position peaked at $8.55M in Q4 2025.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.