MV Capital Management’s Walmart Inc WMT Stock Holding History

MV Capital 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	$7.42M	Sell	59,714 -783	-1%	-$96.1K	0.73%	34
2025 Q4	$6.74M	Buy	60,497 +839	+1%	+$90.1K	0.65%	33
2025 Q3	$6.15M	Buy	59,658 +1,877	+3%	+$187K	0.59%	35
2025 Q2	$5.65M	Sell	57,781 -1,336	-2%	-$127K	0.58%	33
2025 Q1	$5.19M	Buy	59,117 +1,149	+2%	+$108K	0.56%	34
2024 Q4	$5.24M	Sell	57,968 -176	-0.3%	-$15.3K	0.56%	32
2024 Q3	$4.7M	Sell	58,144 -1,154	-2%	-$84.8K	0.5%	35
2024 Q2	$4.02M	Buy	59,298 +467	+0.8%	+$29.4K	0.45%	38
2024 Q1	$3.54M	Buy	58,831 +4,822	+9%	+$276K	0.41%	42
2023 Q4	$2.84M	Buy	54,009 +663	+1%	+$35.1K	0.36%	47
2023 Q3	$2.84M	Buy	53,346 +849	+2%	+$45.2K	0.38%	45
2023 Q2	$2.75M	Sell	52,497 -2,490	-5%	-$126K	0.36%	42
2023 Q1	$2.7M	Buy	54,987 +3,132	+6%	+$149K	0.38%	41
2022 Q4	$2.45M	Buy	51,855 +1,035	+2%	+$49.2K	0.38%	41
2022 Q3	$2.2M	Sell	50,820 -1,806	-3%	-$79.1K	0.38%	37
2022 Q2	$2.13M	Sell	52,626 -1,485	-3%	-$68.5K	0.36%	45
2022 Q1	$2.69M	Buy	54,111 +1,356	+3%	+$63.7K	0.4%	43
2021 Q4	$2.54M	Buy	52,755 +9,030	+21%	+$431K	0.37%	49
2021 Q3	$2.03M	Buy	43,725 +2,277	+5%	+$110K	0.34%	53
2021 Q2	$1.95M	Buy	41,448 +2,643	+7%	+$123K	0.33%	53
2021 Q1	$1.76M	Buy	38,805 +6,429	+20%	+$298K	0.32%	53
2020 Q4	$1.56M	Buy	32,376 +5,550	+21%	+$270K	0.3%	44
2020 Q3	$1.25M	Buy	26,826 +5,433	+25%	+$242K	0.26%	45
2020 Q2	$854K	Buy	21,393 +4,143	+24%	+$170K	0.2%	47
2020 Q1	$653K	Buy	17,250 +1,338	+8%	+$51.5K	0.17%	53
2019 Q4	$630K	Buy	15,912 +1,188	+8%	+$47.2K	0.14%	65
2019 Q3	$582K	Buy	14,724 +855	+6%	+$32.3K	0.13%	67
2019 Q2	$511K	Buy	13,869 +1,191	+9%	+$41K	0.12%	67
2019 Q1	$412K	Buy	12,678 +8,625	+213%	+$280K	0.1%	69
2018 Q4	$126K	Buy	4,053 +300	+8%	+$9.62K	0.04%	115
2018 Q3	$117K	Sell	3,753 -222	-6%	-$6.79K	0.03%	126
2018 Q2	$113K	Hold	3,975	–	–	0.03%	126
2018 Q1	$118K	Hold	3,975	–	–	0.03%	123
2017 Q4	$131K	Hold	3,975	–	–	0.04%	126
2017 Q3	$104K	Buy	3,975 +147	+4%	+$3.86K	0.03%	130
2017 Q2	$97K	Buy	3,828 +75	+2%	+$1.9K	0.03%	133
2017 Q1	$90K	Hold	3,753	–	–	0.03%	137
2016 Q4	$86K	Buy	3,753 +375	+11%	+$8.75K	0.03%	130
2016 Q3	$81K	Hold	3,378	–	–	0.03%	131
2016 Q2	$82K	Hold	3,378	–	–	0.03%	130
2016 Q1	$77K	Hold	3,378	–	–	0.03%	135
2015 Q4	$69K	Hold	3,378	–	–	0.03%	146
2015 Q3	$73K	Hold	3,378	–	–	0.03%	133
2015 Q2	$80K	Hold	3,378	–	–	0.03%	147
2015 Q1	$93K	Sell	3,378 -60	-2%	-$1.7K	0.04%	117
2014 Q4	$98K	Buy	+3,438	New	+$92.9K	0.04%	106

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

MV Capital Management's WMT Position: Q1 2026 in Review

MV Capital Management reduced its Walmart Inc (WMT) stake by 1.3% in Q1 2026, selling an estimated $96.1K and leaving 59,714 shares worth $7.42M. The position accounts for 0.73% of the portfolio, ranked #34.

MV Capital Management first reported a position in WMT in Q4 2014 and has held it in 46 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

MV Capital Management held 59,714 shares of Walmart Inc worth $7.42M as of Q1 2026.
MV Capital Management sold 783 Walmart Inc shares in Q1 2026, an estimated $96.1K.
Walmart Inc made up 0.73% of MV Capital Management's portfolio in Q1 2026, its #34 holding.
MV Capital Management first reported a position in Walmart Inc in Q4 2014 and has held it in 46 quarters since.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.