Naples Global Advisors’s Walmart Inc WMT Stock Holding History

Naples Global Advisors’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	$8.16M	Buy	65,509 +14,505	+28%	+$1.78M	0.6%	45
2025 Q4	$5.68M	Sell	51,004 -263	-0.5%	-$28.2K	0.42%	71
2025 Q3	$5.28M	Buy	51,267 +825	+2%	+$82.1K	0.41%	72
2025 Q2	$4.93M	Buy	50,442 +2,437	+5%	+$232K	0.42%	75
2025 Q1	$4.22M	Buy	48,005 +481	+1%	+$45.1K	0.4%	78
2024 Q4	$4.3M	Sell	47,524 -570	-1%	-$49.5K	0.4%	73
2024 Q3	$3.88M	Sell	48,094 -247	-0.5%	-$18.1K	0.36%	81
2024 Q2	$3.27M	Sell	48,341 -875	-2%	-$55.1K	0.33%	86
2024 Q1	$2.97M	Sell	49,216 -314	-0.6%	-$18K	0.3%	91
2023 Q4	$2.61M	Sell	49,530 -2,826	-5%	-$150K	0.29%	106
2023 Q3	$2.79M	Buy	52,356 +2,340	+5%	+$125K	0.34%	89
2023 Q2	$2.62M	Buy	50,016 +978	+2%	+$49.3K	0.31%	95
2023 Q1	$2.42M	Buy	49,038 +369	+0.8%	+$17.5K	0.3%	100
2022 Q4	$2.31M	Sell	48,669 -1,077	-2%	-$51.1K	0.29%	102
2022 Q3	$2.15M	Sell	49,746 -810	-2%	-$35.5K	0.3%	104
2022 Q2	$2.05M	Sell	50,556 -51	-0.1%	-$2.35K	0.27%	121
2022 Q1	$2.51M	Buy	50,607 +840	+2%	+$39.4K	0.29%	106
2021 Q4	$2.4M	Buy	49,767 +1,689	+4%	+$80.6K	0.28%	106
2021 Q3	$2.23M	Buy	48,078 +1,737	+4%	+$83.7K	0.29%	104
2021 Q2	$2.18M	Buy	46,341 +2,154	+5%	+$100K	0.3%	101
2021 Q1	$2M	Buy	44,187 +7,020	+19%	+$325K	0.3%	101
2020 Q4	$1.79M	Sell	37,167 -1,740	-4%	-$84.5K	0.3%	100
2020 Q3	$1.81M	Buy	38,907 +1,230	+3%	+$54.7K	0.35%	85
2020 Q2	$1.5M	Buy	37,677 +405	+1%	+$16.7K	0.32%	97
2020 Q1	$1.41M	Buy	37,272 +6,918	+23%	+$266K	0.37%	81
2019 Q4	$1.2M	Sell	30,354 -45	-0.1%	-$1.79K	0.25%	129
2019 Q3	$1.2M	Hold	30,399	–	–	0.28%	120
2019 Q2	$1.12M	Hold	30,399	–	–	0.27%	121
2019 Q1	$988K	Sell	30,399 -327	-1%	-$10.6K	0.25%	130
2018 Q4	$973K	Sell	30,726 -1,080	-3%	-$34.6K	0.28%	127
2018 Q3	$996K	Sell	31,806 -336	-1%	-$10.3K	0.26%	123
2018 Q2	$918K	Buy	32,142 +3,138	+11%	+$89.2K	0.26%	134
2018 Q1	$860K	Buy	29,004 +84	+0.3%	+$2.7K	0.26%	133
2017 Q4	$952K	Buy	28,920 +4,140	+17%	+$127K	0.28%	123
2017 Q3	$645K	Buy	24,780 +483	+2%	+$12.7K	0.22%	150
2017 Q2	$613K	Sell	24,297 -894	-4%	-$22.7K	0.22%	149
2017 Q1	$605K	Sell	25,191 -5,451	-18%	-$125K	0.22%	150
2016 Q4	$706K	Buy	30,642 +429	+1%	+$10K	0.27%	136
2016 Q3	$726K	Buy	30,213 +3	+0%	+$73	0.28%	135
2016 Q2	$735K	Sell	30,210 -546	-2%	-$12.6K	0.3%	130
2016 Q1	$702K	Buy	30,756 +1,695	+6%	+$37.2K	0.29%	127
2015 Q4	$594K	Sell	29,061 -5,274	-15%	-$106K	0.29%	131
2015 Q3	$742K	Sell	34,335 -297	-0.9%	-$6.81K	0.38%	105
2015 Q2	$819K	Sell	34,632 -72	-0.2%	-$1.84K	0.39%	107
2015 Q1	$951K	Buy	34,704 +825	+2%	+$23.4K	0.45%	89
2014 Q4	$970K	Hold	33,879	–	–	0.51%	82
2014 Q3	$864K	Sell	33,879 -3,072	-8%	-$77.6K	0.51%	79
2014 Q2	$925K	Sell	36,951 -294	-0.8%	-$7.55K	0.55%	66
2014 Q1	$949K	Buy	37,245 +18	+0%	+$452	0.58%	53
2013 Q4	$976K	Buy	+37,227	New	+$961K	0.65%	38

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

Naples Global Advisors's WMT Position: Q1 2026 in Review

Naples Global Advisors increased its Walmart Inc (WMT) stake by 28% in Q1 2026, buying an estimated $1.78M and bringing the position to 65,509 shares worth $8.16M. The position accounts for 0.6% of the portfolio, ranked #45.

Naples Global Advisors first reported a position in WMT in Q4 2013 and has held it in 50 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Naples Global Advisors held 65,509 shares of Walmart Inc worth $8.16M as of Q1 2026.
Naples Global Advisors bought 14,505 Walmart Inc shares in Q1 2026, an estimated $1.78M.
Walmart Inc made up 0.6% of Naples Global Advisors's portfolio in Q1 2026, its #45 holding.
Naples Global Advisors first reported a position in Walmart Inc in Q4 2013 and has held it in 50 quarters since.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.