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Moors & Cabot’s Walmart Inc WMT Stock Holding History

Moors & Cabot’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
2023
Q4 		– Sell
-300
Closed -$1.41K – 896
2023
Q3 		$1.41K Buy
+300
New +$16K ﹤0.01% 826
2023
Q2 		– Hold
0
– – – 827
2021
Q1 		– Sell
-16,500
Closed -$7K – 841
2020
Q4 		$7K Buy
+16,500
New +$801K ﹤0.01% 727
2019
Q4 		– Sell
-526,800
Closed -$211K – 712
2019
Q3 		$211K Buy
+526,800
New +$19.9M 0.02% 538

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Moors & Cabot's WMT Position: Q2 2026 in Review

Moors & Cabot reduced its Walmart Inc (WMT) stake by 2.9% in Q2 2026, selling an estimated $959K and leaving 255,362 shares worth $28.9M. The position accounts for 1.12% of the portfolio, ranked #10.

Moors & Cabot first reported a position in WMT in Q1 2014 and has held it in 50 quarters since. The position peaked at $32.7M in Q1 2026. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Moors & Cabot held 255,362 shares of Walmart Inc worth $28.9M as of Q2 2026.
  • Moors & Cabot sold 7,723 Walmart Inc shares in Q2 2026, an estimated $959K.
  • Walmart Inc made up 1.12% of Moors & Cabot's portfolio in Q2 2026, its #10 holding.
  • Moors & Cabot first reported a position in Walmart Inc in Q1 2014 and has held it in 50 quarters since.
  • Moors & Cabot's Walmart Inc position peaked at $32.7M in Q1 2026.
  • 4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.