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Moseley Investment Management’s Walmart Inc WMT Stock Holding History

Moseley Investment 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 		$1.29M Buy
10,358
+248
+2% +$30.4K 0.41% 57
2025
Q4 		$1.13M Sell
10,110
-166
-2% -$17.8K 0.35% 58
2025
Q3 		$1.06M Sell
10,276
-63
-0.6% -$6.27K 0.32% 59
2025
Q2 		$1.01M Sell
10,339
-1,278
-11% -$122K 0.35% 61
2025
Q1 		$1.02M Sell
11,617
-538
-4% -$50.5K 0.4% 59
2024
Q4 		$1.1M Buy
12,155
+34
+0.3% +$2.95K 0.43% 58
2024
Q3 		$979K Buy
12,121
+101
+0.8% +$7.42K 0.39% 61
2024
Q2 		$814K Buy
12,020
+49
+0.4% +$3.09K 0.38% 61
2024
Q1 		$720K Sell
11,971
-101
-0.8% -$5.78K 0.36% 66
2023
Q4 		$634K Sell
12,072
-1,353
-10% -$71.6K 0.35% 68
2023
Q3 		$716K Buy
13,425
+36
+0.3% +$1.92K 0.43% 58
2023
Q2 		$702K Sell
13,389
-489
-4% -$24.7K 0.41% 63
2023
Q1 		$682K Sell
13,878
-1,293
-9% -$61.4K 0.44% 59
2022
Q4 		$717K Sell
15,171
-315
-2% -$15K 0.51% 49
2022
Q3 		$670K Buy
15,486
+2,364
+18% +$104K 0.49% 52
2022
Q2 		$532K Buy
13,122
+810
+7% +$37.4K 0.37% 71
2022
Q1 		$611K Sell
12,312
-279
-2% -$13.1K 0.33% 82
2021
Q4 		$607K Buy
12,591
+387
+3% +$18.5K 0.28% 91
2021
Q3 		$557K Buy
12,204
+717
+6% +$34.5K 0.28% 93
2021
Q2 		$540K Sell
11,487
-1,029
-8% -$47.9K 0.27% 92
2021
Q1 		$567K Sell
12,516
-15
-0.1% -$695 0.31% 85
2020
Q4 		$602K Buy
12,531
+3,264
+35% +$159K 0.35% 78
2020
Q3 		$432K Buy
9,267
+438
+5% +$19.5K 0.31% 82
2020
Q2 		$353K Buy
8,829
+477
+6% +$19.6K 0.29% 85
2020
Q1 		$316K Sell
8,352
-147
-2% -$5.66K 0.37% 74
2019
Q4 		$337K Hold
8,499
– – 0.33% 87
2019
Q3 		$336K Sell
8,499
-3,516
-29% -$133K 0.35% 85
2019
Q2 		$443K Buy
12,015
+1,503
+14% +$51.8K 0.41% 69
2019
Q1 		$342K Buy
+10,512
New +$341K 0.36% 83

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

Moseley Investment Management's WMT Position: Q1 2026 in Review

Moseley Investment Management increased its Walmart Inc (WMT) stake by 2.5% in Q1 2026, buying an estimated $30.4K and bringing the position to 10,358 shares worth $1.29M. The position accounts for 0.41% of the portfolio, ranked #57.

Moseley Investment Management first reported a position in WMT in Q1 2019 and has held it in 29 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Moseley Investment Management held 10,358 shares of Walmart Inc worth $1.29M as of Q1 2026.
  • Moseley Investment Management bought 248 Walmart Inc shares in Q1 2026, an estimated $30.4K.
  • Walmart Inc made up 0.41% of Moseley Investment Management's portfolio in Q1 2026, its #57 holding.
  • Moseley Investment Management first reported a position in Walmart Inc in Q1 2019 and has held it in 29 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.