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 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

Moors & Cabot's WMT Position: Q1 2026 in Review

Moors & Cabot reduced its Walmart Inc (WMT) stake by 1.1% in Q1 2026, selling an estimated $362K and leaving 263,085 shares worth $32.7M. The position accounts for 1.4% of the portfolio, ranked #8.

Moors & Cabot first reported a position in WMT in Q1 2014 and has held it in 49 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Moors & Cabot held 263,085 shares of Walmart Inc worth $32.7M as of Q1 2026.
Moors & Cabot sold 2,945 Walmart Inc shares in Q1 2026, an estimated $362K.
Walmart Inc made up 1.4% of Moors & Cabot's portfolio in Q1 2026, its #8 holding.
Moors & Cabot first reported a position in Walmart Inc in Q1 2014 and has held it in 49 quarters since.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.