Michael J. Puzo’s Walmart Inc WMT Stock Holding History

Michael J. Puzo’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	$895K	Sell	7,200 -3,350	-32%	-$411K	0.26%	45
2025 Q4	$1.18M	Sell	10,550 -750	-7%	-$80.5K	0.32%	41
2025 Q3	$1.16M	Sell	11,300 -100	-0.9%	-$9.96K	0.32%	40
2025 Q2	$1.11M	Sell	11,400 -600	-5%	-$57.2K	0.32%	43
2025 Q1	$1.05M	Hold	12,000	–	–	0.3%	42
2024 Q4	$1.08M	Sell	12,000 -1,302	-10%	-$113K	0.3%	40
2024 Q3	$1.07M	Sell	13,302 -1,197	-8%	-$87.9K	0.28%	40
2024 Q2	$982K	Sell	14,499 -1,398	-9%	-$88K	0.27%	43
2024 Q1	$957K	Buy	+15,897	New	+$910K	0.27%	47
2015 Q4	–	Sell	-3,780	Closed	-$82K	–	113
2015 Q3	$82K	Buy	3,780 +30	+0.8%	+$688	0.06%	95
2015 Q2	$89K	Sell	3,750 -90	-2%	-$2.29K	0.06%	101
2015 Q1	$105K	Buy	+3,840	New	+$109K	0.07%	104

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

Michael J. Puzo's WMT Position: Q1 2026 in Review

Michael J. Puzo reduced its Walmart Inc (WMT) stake by 32% in Q1 2026, selling an estimated $411K and leaving 7,200 shares worth $895K. The position accounts for 0.26% of the portfolio, ranked #45.

Michael J. Puzo first reported a position in WMT in Q1 2015 and has held it in 12 quarters since. The position peaked at $1.18M in Q4 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Michael J. Puzo held 7,200 shares of Walmart Inc worth $895K as of Q1 2026.
Michael J. Puzo sold 3,350 Walmart Inc shares in Q1 2026, an estimated $411K.
Walmart Inc made up 0.26% of Michael J. Puzo's portfolio in Q1 2026, its #45 holding.
Michael J. Puzo first reported a position in Walmart Inc in Q1 2015 and has held it in 12 quarters since.
Michael J. Puzo's Walmart Inc position peaked at $1.18M in Q4 2025.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Michael J. Puzo's 13F filing for Q1 2026, filed 7 May 2026.