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Means Investment Company’s Walmart Inc WMT Stock Holding History

Means Investment Company’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 		$5.55M Sell
44,623
-2,720
-6% -$334K 0.48% 29
2025
Q4 		$5.27M Sell
47,343
-543
-1% -$58.3K 0.44% 34
2025
Q3 		$4.94M Sell
47,886
-4,013
-8% -$399K 0.43% 34
2025
Q2 		$5.07M Buy
51,899
+33
+0.1% +$3.14K 0.48% 34
2025
Q1 		$4.55M Sell
51,866
-17,496
-25% -$1.64M 0.48% 34
2024
Q4 		$6.27M Sell
69,362
-468
-0.7% -$40.6K 0.65% 31
2024
Q3 		$5.64M Buy
69,830
+590
+0.9% +$43.3K 0.63% 31
2024
Q2 		$4.69M Sell
69,240
-1,608
-2% -$101K 0.56% 34
2024
Q1 		$4.26M Sell
70,848
-1,053
-1% -$60.3K 0.55% 33
2023
Q4 		$3.78M Sell
71,901
-1,263
-2% -$66.8K 0.54% 30
2023
Q3 		$3.9M Sell
73,164
-729
-1% -$38.8K 0.64% 28
2023
Q2 		$3.87M Buy
73,893
+5,373
+8% +$271K 0.61% 35
2023
Q1 		$3.37M Buy
68,520
+426
+0.6% +$20.2K 0.59% 38
2022
Q4 		$3.22M Sell
68,094
-1,620
-2% -$76.9K 0.65% 37
2022
Q3 		$3.01M Buy
69,714
+6,483
+10% +$284K 0.65% 32
2022
Q2 		$2.56M Buy
63,231
+1,035
+2% +$47.7K 0.54% 39
2022
Q1 		$3.09M Buy
62,196
+2,043
+3% +$95.9K 0.56% 36
2021
Q4 		$2.9M Buy
60,153
+1,230
+2% +$58.7K 0.51% 42
2021
Q3 		$2.74M Sell
58,923
-57
-0.1% -$2.75K 0.54% 41
2021
Q2 		$2.77M Buy
58,980
+3,927
+7% +$183K 0.55% 41
2021
Q1 		$2.49M Buy
55,053
+771
+1% +$35.7K 0.57% 44
2020
Q4 		$2.61M Buy
54,282
+2,061
+4% +$100K 0.59% 39
2020
Q3 		$2.54M Buy
52,221
+4,101
+9% +$182K 0.7% 36
2020
Q2 		$2.09M Buy
48,120
+1,797
+4% +$73.9K 0.65% 37
2020
Q1 		$2.03M Buy
46,323
+4,464
+11% +$172K 0.79% 37
2019
Q4 		$1.6M Buy
41,859
+33
+0.1% +$1.31K 0.54% 54
2019
Q3 		$1.64M Buy
41,826
+1,764
+4% +$66.6K 0.62% 49
2019
Q2 		$1.51M Sell
40,062
-1,107
-3% -$38.2K 0.62% 52
2019
Q1 		$1.34M Buy
41,169
+3,372
+9% +$109K 0.59% 53
2018
Q4 		$1.17M Buy
+37,797
New +$1.21M 0.65% 46

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

Means Investment Company's WMT Position: Q1 2026 in Review

Means Investment Company reduced its Walmart Inc (WMT) stake by 5.7% in Q1 2026, selling an estimated $334K and leaving 44,623 shares worth $5.55M. The position accounts for 0.48% of the portfolio, ranked #29.

Means Investment Company first reported a position in WMT in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.27M in Q4 2024. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Means Investment Company held 44,623 shares of Walmart Inc worth $5.55M as of Q1 2026.
  • Means Investment Company sold 2,720 Walmart Inc shares in Q1 2026, an estimated $334K.
  • Walmart Inc made up 0.48% of Means Investment Company's portfolio in Q1 2026, its #29 holding.
  • Means Investment Company first reported a position in Walmart Inc in Q4 2018 and has held it in 30 quarters since.
  • Means Investment Company's Walmart Inc position peaked at $6.27M in Q4 2024.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.