Longfellow Investment Management’s Walmart Inc WMT Stock Holding History

Longfellow 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	$10.8K	Hold	87	–	–	﹤0.01%	164
2025 Q4	$9.69K	Hold	87	–	–	﹤0.01%	170
2025 Q3	$8.97K	Hold	87	–	–	﹤0.01%	183
2025 Q2	$8.51K	Hold	87	–	–	﹤0.01%	182
2025 Q1	$7.64K	Hold	87	–	–	﹤0.01%	181
2024 Q4	$7.86K	Hold	87	–	–	﹤0.01%	187
2024 Q3	$7.03K	Hold	87	–	–	﹤0.01%	186
2024 Q2	$5.89K	Hold	87	–	–	﹤0.01%	180
2024 Q1	$5.24K	Hold	87	–	–	﹤0.01%	194
2023 Q4	$4.57K	Hold	87	–	–	﹤0.01%	177
2023 Q3	$4.64K	Hold	87	–	–	﹤0.01%	165
2023 Q2	$4.56K	Hold	87	–	–	﹤0.01%	190
2023 Q1	$4.28K	Hold	87	–	–	﹤0.01%	196
2022 Q4	$4.11K	Hold	87	–	–	﹤0.01%	207
2022 Q3	$4K	Hold	87	–	–	﹤0.01%	262
2022 Q2	$4K	Hold	87	–	–	﹤0.01%	274
2022 Q1	$5K	Hold	87	–	–	﹤0.01%	303
2021 Q4	$5K	Hold	87	–	–	﹤0.01%	313
2021 Q3	$5K	Hold	87	–	–	﹤0.01%	340
2021 Q2	$5K	Hold	87	–	–	﹤0.01%	356
2021 Q1	$4K	Hold	87	–	–	﹤0.01%	419
2020 Q4	$5K	Buy	+87	New	+$4.22K	﹤0.01%	435

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

Longfellow Investment Management's WMT Position: Q1 2026 in Review

Longfellow Investment Management held its Walmart Inc (WMT) position steady in Q1 2026 at 87 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #164.

Longfellow Investment Management first reported a position in WMT in Q4 2020 and has held it in 22 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Longfellow Investment Management held 87 shares of Walmart Inc worth $10.8K as of Q1 2026.
Longfellow Investment Management left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up ﹤0.01% of Longfellow Investment Management's portfolio in Q1 2026, its #164 holding.
Longfellow Investment Management first reported a position in Walmart Inc in Q4 2020 and has held it in 22 quarters since.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.