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 Q2	$9.85K	Hold	87	–	–	﹤0.01%	169
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Longfellow Investment Management's WMT Position: Q2 2026 in Review

Longfellow Investment Management held its Walmart Inc (WMT) position steady in Q2 2026 at 87 shares worth $9.85K. The position accounts for ﹤0.01% of the portfolio, ranked #169.

Longfellow Investment Management first reported a position in WMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.8K in Q1 2026. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Longfellow Investment Management held 87 shares of Walmart Inc worth $9.85K as of Q2 2026.
Longfellow Investment Management left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up ﹤0.01% of Longfellow Investment Management's portfolio in Q2 2026, its #169 holding.
Longfellow Investment Management first reported a position in Walmart Inc in Q4 2020 and has held it in 23 quarters since.
Longfellow Investment Management's Walmart Inc position peaked at $10.8K in Q1 2026.
4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Longfellow Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.