Macroview Investment Management’s Walmart Inc WMT Stock Holding History

Macroview 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	$420K	Buy	3,382 +173	+5%	+$21.2K	0.29%	62
2025 Q4	$358K	Buy	3,209 +463	+17%	+$49.7K	0.24%	70
2025 Q3	$283K	Buy	2,746 +108	+4%	+$10.8K	0.21%	78
2025 Q2	$258K	Sell	2,638 -24	-0.9%	-$2.29K	0.21%	80
2025 Q1	$234K	Buy	2,662 +82	+3%	+$7.69K	0.22%	77
2024 Q4	$233K	Hold	2,580	–	–	0.23%	73
2024 Q3	$208K	Buy	2,580 +28	+1%	+$2.06K	0.2%	74
2024 Q2	$173K	Buy	2,552 +128	+5%	+$8.06K	0.18%	78
2024 Q1	$146K	Hold	2,424	–	–	0.16%	88
2023 Q4	$127K	Sell	2,424 -150	-6%	-$7.94K	0.15%	96
2023 Q3	$137K	Buy	2,574 +2,415	+1,519%	+$129K	0.18%	72
2023 Q2	$8.34K	Buy	159 +3	+2%	+$151	0.01%	287
2023 Q1	$7.67K	Hold	156	–	–	0.01%	285
2022 Q4	$7.38K	Sell	156 -210	-57%	-$9.97K	0.01%	288
2022 Q3	$16K	Buy	366 +210	+135%	+$9.2K	0.03%	129
2022 Q2	$6K	Sell	156 -609	-80%	-$28.1K	0.01%	305
2022 Q1	$38K	Buy	765 +3	+0.4%	+$141	0.05%	109
2021 Q4	$37K	Sell	762 -195	-20%	-$9.31K	0.05%	110
2021 Q3	$44K	Buy	957 +801	+513%	+$38.6K	0.06%	96
2021 Q2	$7K	Hold	156	–	–	0.01%	208
2021 Q1	$7K	Hold	156	–	–	0.01%	187
2020 Q4	$7K	Hold	156	–	–	0.01%	171
2020 Q3	$7K	Hold	156	–	–	0.01%	150
2020 Q2	$6K	Hold	156	–	–	0.01%	146
2020 Q1	$6K	Hold	156	–	–	0.01%	140
2019 Q4	$6K	Hold	156	–	–	0.01%	161
2019 Q3	$6K	Hold	156	–	–	0.01%	162
2019 Q2	$6K	Hold	156	–	–	0.02%	163
2019 Q1	$5K	Sell	156 -93	-37%	-$3.02K	0.01%	186
2018 Q4	$8K	Hold	249	–	–	0.03%	140
2018 Q3	$8K	Hold	249	–	–	0.03%	136
2018 Q2	$7K	Hold	249	–	–	0.02%	144
2018 Q1	$7K	Buy	249 +174	+232%	+$5.6K	0.03%	130
2017 Q4	$2K	Hold	75	–	–	0.01%	118
2017 Q3	$2K	Hold	75	–	–	0.01%	130
2017 Q2	$2K	Hold	75	–	–	0.01%	172
2017 Q1	$2K	Hold	75	–	–	0.01%	103
2016 Q4	$2K	Hold	75	–	–	0.01%	100
2016 Q3	$2K	Hold	75	–	–	0.01%	96
2016 Q2	$2K	Hold	75	–	–	0.01%	82
2016 Q1	$2K	Sell	75 -150	-67%	-$3.29K	0.01%	83
2015 Q4	$5K	Hold	225	–	–	0.02%	75
2015 Q3	$5K	Hold	225	–	–	0.01%	77
2015 Q2	$5K	Hold	225	–	–	0.01%	77
2015 Q1	$6K	Sell	225 -9	-4%	-$255	0.01%	89
2014 Q4	$7K	Hold	234	–	–	0.01%	92
2014 Q3	$6K	Buy	234 +9	+4%	+$227	0.01%	100
2014 Q2	$6K	Hold	225	–	–	0.01%	100
2014 Q1	$6K	Sell	225 -480	-68%	-$12.1K	0.01%	144
2013 Q4	$18K	Hold	705	–	–	0.03%	71
2013 Q3	$17K	Buy	705 +411	+140%	+$10.4K	0.03%	69
2013 Q2	$7K	Buy	+294	New	+$7.54K	0.01%	101

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

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

Macroview Investment Management increased its Walmart Inc (WMT) stake by 5.4% in Q1 2026, buying an estimated $21.2K and bringing the position to 3,382 shares worth $420K. The position accounts for 0.29% of the portfolio, ranked #62.

Macroview Investment Management first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Macroview Investment Management held 3,382 shares of Walmart Inc worth $420K as of Q1 2026.
Macroview Investment Management bought 173 Walmart Inc shares in Q1 2026, an estimated $21.2K.
Walmart Inc made up 0.29% of Macroview Investment Management's portfolio in Q1 2026, its #62 holding.
Macroview Investment Management first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

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