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Main Street Research’s Walmart Inc WMT Stock Holding History

Main Street Research’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 		$42.9M Buy
344,869
+6,474
+2% +$795K 2.49% 19
2025
Q4 		$37.8M Sell
338,395
-2,490
-0.7% -$267K 2.16% 21
2025
Q3 		$35.1M Buy
340,885
+5,139
+2% +$512K 1.9% 24
2025
Q2 		$32.8M Buy
335,746
+322,903
+2,514% +$30.8M 2.04% 26
2025
Q1 		$1.13M Sell
12,843
-2,203
-15% -$207K 0.07% 56
2024
Q4 		$1.36M Buy
15,046
+3,172
+27% +$275K 0.08% 55
2024
Q3 		$959K Buy
11,874
+559
+5% +$41.1K 0.06% 61
2024
Q2 		$766K Sell
11,315
-1,516
-12% -$95.5K 0.05% 56
2024
Q1 		$775K Sell
12,831
-285
-2% -$16.3K 0.05% 58
2023
Q4 		$692K Buy
13,116
+981
+8% +$51.9K 0.06% 61
2023
Q3 		$647K Sell
12,135
-75
-0.6% -$3.99K 0.07% 60
2023
Q2 		$640K Buy
12,210
+75
+0.6% +$3.78K 0.1% 53
2023
Q1 		$599K Sell
12,135
-564
-4% -$26.8K 0.12% 50
2022
Q4 		$603K Buy
12,699
+549
+5% +$26.1K 0.15% 52
2022
Q3 		$525K Buy
12,150
+4,194
+53% +$184K 0.12% 52
2022
Q2 		$322K Sell
7,956
-14,631
-65% -$675K 0.08% 58
2022
Q1 		$1.12M Sell
22,587
-5,121
-18% -$240K 0.11% 49
2021
Q4 		$1.34M Buy
27,708
+1,824
+7% +$87.1K 0.1% 55
2021
Q3 		$1.2M Buy
25,884
+1,395
+6% +$67.2K 0.11% 58
2021
Q2 		$1.15M Sell
24,489
-402,204
-94% -$18.7M 0.09% 64
2021
Q1 		$19.3M Buy
426,693
+29,505
+7% +$1.37M 1.82% 31
2020
Q4 		$19.1M Buy
397,188
+17,625
+5% +$856K 2.05% 25
2020
Q3 		$17.7M Buy
379,563
+19,860
+6% +$883K 2.25% 17
2020
Q2 		$14.4M Buy
359,703
+24,831
+7% +$1.02M 2.25% 21
2020
Q1 		$12.7M Buy
334,872
+321,729
+2,448% +$12.4M 3.11% 13
2019
Q4 		$521K Sell
13,143
-336
-2% -$13.3K 0.08% 61
2019
Q3 		$533K Sell
13,479
-1,353
-9% -$51.1K 0.1% 57
2019
Q2 		$546K Buy
14,832
+363
+3% +$12.5K 0.12% 56
2019
Q1 		$470K Hold
14,469
– – 0.15% 53
2018
Q4 		$449K Buy
14,469
+1,176
+9% +$37.7K 0.17% 47
2018
Q3 		$416K Sell
13,293
-327
-2% -$10K 0.06% 71
2018
Q2 		$389K Buy
13,620
+504
+4% +$14.3K 0.06% 78
2018
Q1 		$389K Sell
13,116
-1,812
-12% -$58.3K 0.06% 79
2017
Q4 		$491K Sell
14,928
-477
-3% -$14.6K 0.07% 72
2017
Q3 		$401K Sell
15,405
-1,365
-8% -$35.8K 0.06% 83
2017
Q2 		$423K Buy
16,770
+1,482
+10% +$37.6K 0.07% 89
2017
Q1 		$367K Sell
15,288
-1,680
-10% -$38.7K 0.06% 87
2016
Q4 		$391K Sell
16,968
-1,623
-9% -$37.9K 0.08% 82
2016
Q3 		$447K Sell
18,591
-771
-4% -$18.7K 0.09% 81
2016
Q2 		$471K Hold
19,362
– – 0.1% 77
2016
Q1 		$442K Sell
19,362
-2,325
-11% -$51K 0.11% 71
2015
Q4 		$443K Sell
21,687
-93
-0.4% -$1.87K 0.09% 85
2015
Q3 		$416K Buy
21,780
+858
+4% +$19.7K 0.1% 84
2015
Q2 		$495K Buy
20,922
+2,724
+15% +$69.5K 0.1% 97
2015
Q1 		$499K Buy
18,198
+5,064
+39% +$144K 0.11% 94
2014
Q4 		$376K Buy
13,134
+915
+7% +$24.7K 0.08% 102
2014
Q3 		$311K Sell
12,219
-393
-3% -$9.92K 0.07% 114
2014
Q2 		$316K Buy
12,612
+1,290
+11% +$33.1K 0.07% 109
2014
Q1 		$288K Sell
11,322
-150
-1% -$3.77K 0.07% 114
2013
Q4 		$301K Hold
11,472
– – 0.08% 117
2013
Q3 		$283K Sell
11,472
-75
-0.6% -$1.89K 0.08% 113
2013
Q2 		$287K Buy
+11,547
New +$296K 0.09% 117

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Main Street Research's WMT Position: Q1 2026 in Review

Main Street Research increased its Walmart Inc (WMT) stake by 1.9% in Q1 2026, buying an estimated $795K and bringing the position to 344,869 shares worth $42.9M. The position accounts for 2.49% of the portfolio, ranked #19.

Main Street Research first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Main Street Research held 344,869 shares of Walmart Inc worth $42.9M as of Q1 2026.
  • Main Street Research bought 6,474 Walmart Inc shares in Q1 2026, an estimated $795K.
  • Walmart Inc made up 2.49% of Main Street Research's portfolio in Q1 2026, its #19 holding.
  • Main Street Research first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Main Street Research's 13F filing for Q1 2026, filed 30 Apr 2026.