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Morse Asset Management’s Walmart Inc WMT Stock Holding History

Morse Asset Management’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 		$90.8K Sell
731
-25
-3% -$3.07K 0.02% 188
2025
Q4 		$84.2K Buy
756
+477
+171% +$51.2K 0.02% 185
2025
Q3 		$28.7K Hold
279
– – 0.01% 221
2025
Q2 		$27.2K Buy
279
+84
+43% +$8K 0.01% 223
2025
Q1 		$17.1K Buy
195
+160
+457% +$15K ﹤0.01% 221
2024
Q4 		$3.18K Hold
35
– – ﹤0.01% 284
2024
Q3 		$2.85K Buy
+35
New +$2.57K ﹤0.01% 301
2020
Q1 		– Sell
-10,935
Closed -$433K – 130
2019
Q4 		$433K Sell
10,935
-993
-8% -$39.4K 0.15% 100
2019
Q3 		$472K Buy
11,928
+3,000
+34% +$113K 0.18% 91
2019
Q2 		$329K Buy
+8,928
New +$308K 0.1% 110

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

Morse Asset Management's WMT Position: Q1 2026 in Review

Morse Asset Management reduced its Walmart Inc (WMT) stake by 3.3% in Q1 2026, selling an estimated $3.07K and leaving 731 shares worth $90.8K. The position accounts for 0.02% of the portfolio, ranked #188.

Morse Asset Management first reported a position in WMT in Q2 2019 and has held it in 10 quarters since. The position peaked at $472K in Q3 2019. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Morse Asset Management held 731 shares of Walmart Inc worth $90.8K as of Q1 2026.
  • Morse Asset Management sold 25 Walmart Inc shares in Q1 2026, an estimated $3.07K.
  • Walmart Inc made up 0.02% of Morse Asset Management's portfolio in Q1 2026, its #188 holding.
  • Morse Asset Management first reported a position in Walmart Inc in Q2 2019 and has held it in 10 quarters since.
  • Morse Asset Management's Walmart Inc position peaked at $472K in Q3 2019.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.