McDaniel Terry & Co’s Walmart Inc WMT Stock Holding History

McDaniel Terry & Co’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	$321K	Sell	2,586 -18	-0.7%	-$2.21K	0.03%	73
2025 Q4	$290K	Sell	2,604 -2,658	-51%	-$285K	0.03%	70
2025 Q3	$542K	Hold	5,262	–	–	0.04%	67
2025 Q2	$515K	Sell	5,262 -230	-4%	-$21.9K	0.04%	65
2025 Q1	$482K	Hold	5,492	–	–	0.04%	67
2024 Q4	$496K	Hold	5,492	–	–	0.04%	66
2024 Q3	$443K	Hold	5,492	–	–	0.04%	68
2024 Q2	$372K	Sell	5,492 -355	-6%	-$22.4K	0.03%	71
2024 Q1	$352K	Buy	5,847 +621	+12%	+$35.5K	0.03%	82
2023 Q4	$275K	Sell	5,226 -900	-15%	-$47.6K	0.03%	76
2023 Q3	$327K	Hold	6,126	–	–	0.03%	75
2023 Q2	$321K	Buy	6,126 +1,800	+42%	+$90.8K	0.03%	76
2023 Q1	$213K	Buy	+4,326	New	+$205K	0.02%	87
2015 Q2	–	Sell	-7,824	Closed	-$215K	–	51
2015 Q1	$215K	Sell	7,824 -6,936	-47%	-$197K	0.05%	46
2014 Q4	$423K	Sell	14,760 -180	-1%	-$4.86K	0.1%	39
2014 Q3	$381K	Hold	14,940	–	–	0.09%	39
2014 Q2	$374K	Sell	14,940 -10,320	-41%	-$265K	0.09%	40
2014 Q1	$644K	Hold	25,260	–	–	0.16%	35
2013 Q4	$663K	Hold	25,260	–	–	0.17%	35
2013 Q3	$623K	Hold	25,260	–	–	0.17%	37
2013 Q2	$627K	Buy	+25,260	New	+$647K	0.19%	36

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

McDaniel Terry & Co's WMT Position: Q1 2026 in Review

McDaniel Terry & Co reduced its Walmart Inc (WMT) stake by 0.69% in Q1 2026, selling an estimated $2.21K and leaving 2,586 shares worth $321K. The position accounts for 0.03% of the portfolio, ranked #73.

McDaniel Terry & Co first reported a position in WMT in Q2 2013 and has held it in 21 quarters since. The position peaked at $663K in Q4 2013. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

McDaniel Terry & Co held 2,586 shares of Walmart Inc worth $321K as of Q1 2026.
McDaniel Terry & Co sold 18 Walmart Inc shares in Q1 2026, an estimated $2.21K.
Walmart Inc made up 0.03% of McDaniel Terry & Co's portfolio in Q1 2026, its #73 holding.
McDaniel Terry & Co first reported a position in Walmart Inc in Q2 2013 and has held it in 21 quarters since.
McDaniel Terry & Co's Walmart Inc position peaked at $663K in Q4 2013.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on McDaniel Terry & Co's 13F filing for Q1 2026, filed 5 May 2026.