MF
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Montis Financial’s Walmart Inc WMT Stock Holding History

Montis Financial’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 		$795K Buy
6,399
+175
+3% +$21.5K 0.16% 69
2025
Q4 		$693K Hold
6,224
– – 0.14% 79
2025
Q3 		$641K Sell
6,224
-95
-2% -$9.46K 0.15% 90
2025
Q2 		$618K Buy
6,319
+2
+0% +$191 0.17% 76
2025
Q1 		$555K Sell
6,317
-142
-2% -$13.3K 0.16% 83
2024
Q4 		$584K Buy
6,459
+423
+7% +$36.7K 0.18% 74
2024
Q3 		$487K Buy
6,036
+1,200
+25% +$88.1K 0.17% 68
2024
Q2 		$327K Buy
4,836
+69
+1% +$4.34K 0.15% 60
2024
Q1 		$287K Sell
4,767
-531
-10% -$30.4K 0.14% 69
2023
Q4 		$278K Hold
5,298
– – 0.17% 59
2023
Q3 		$282K Buy
5,298
+150
+3% +$7.98K 0.19% 54
2023
Q2 		$270K Hold
5,148
– – 0.18% 49
2023
Q1 		$253K Hold
5,148
– – 0.2% 51
2022
Q4 		$243K Sell
5,148
-42
-0.8% -$2K 0.21% 52
2022
Q3 		$224K Hold
5,190
– – 0.22% 53
2022
Q2 		$210K Hold
5,190
– – 0.2% 61
2022
Q1 		$258K Hold
5,190
– – 0.2% 58
2021
Q4 		$250K Hold
5,190
– – 0.18% 73
2021
Q3 		$235K Sell
5,190
-948
-15% -$45.7K 0.2% 56
2021
Q2 		$289K Sell
6,138
-504
-8% -$23.5K 0.24% 51
2021
Q1 		$300K Hold
6,642
– – 0.28% 47
2020
Q4 		$318K Buy
+6,642
New +$323K 0.32% 43

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

Montis Financial's WMT Position: Q1 2026 in Review

Montis Financial increased its Walmart Inc (WMT) stake by 2.8% in Q1 2026, buying an estimated $21.5K and bringing the position to 6,399 shares worth $795K. The position accounts for 0.16% of the portfolio, ranked #69.

Montis Financial first reported a position in WMT in Q4 2020 and has held it in 22 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Montis Financial held 6,399 shares of Walmart Inc worth $795K as of Q1 2026.
  • Montis Financial bought 175 Walmart Inc shares in Q1 2026, an estimated $21.5K.
  • Walmart Inc made up 0.16% of Montis Financial's portfolio in Q1 2026, its #69 holding.
  • Montis Financial first reported a position in Walmart Inc in Q4 2020 and has held it in 22 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.