Longbow Finance’s Walmart Inc WMT Stock Holding History

Longbow Finance’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	$14.5M	Buy	117,019 +28,114	+32%	+$3.45M	2.63%	8
2025 Q4	$9.9M	Sell	88,905 -52,285	-37%	-$5.61M	1.68%	13
2025 Q3	$14.6M	Sell	141,190 -449	-0.3%	-$44.7K	1.44%	15
2025 Q2	$13.8M	Sell	141,639 -30,380	-18%	-$2.89M	1.48%	17
2025 Q1	$15.1M	Sell	172,019 -66,391	-28%	-$6.23M	1.81%	15
2024 Q4	$21.5M	Buy	238,410 +108,588	+84%	+$9.42M	2.35%	9
2024 Q3	$10.5M	Buy	129,822 +58,731	+83%	+$4.31M	1.12%	22
2024 Q2	$4.81M	Sell	71,091 -3,915	-5%	-$247K	0.5%	49
2024 Q1	$4.51M	Buy	+75,006	New	+$4.29M	0.46%	56

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

Longbow Finance's WMT Position: Q1 2026 in Review

Longbow Finance increased its Walmart Inc (WMT) stake by 32% in Q1 2026, buying an estimated $3.45M and bringing the position to 117,019 shares worth $14.5M. The position accounts for 2.63% of the portfolio, ranked #8.

Longbow Finance first reported a position in WMT in Q1 2024 and has held it in 9 quarters since. The position peaked at $21.5M in Q4 2024. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Longbow Finance held 117,019 shares of Walmart Inc worth $14.5M as of Q1 2026.
Longbow Finance bought 28,114 Walmart Inc shares in Q1 2026, an estimated $3.45M.
Walmart Inc made up 2.63% of Longbow Finance's portfolio in Q1 2026, its #8 holding.
Longbow Finance first reported a position in Walmart Inc in Q1 2024 and has held it in 9 quarters since.
Longbow Finance's Walmart Inc position peaked at $21.5M in Q4 2024.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Longbow Finance's 13F filing for Q1 2026, filed 12 May 2026.