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Navellier & Associates’s Walmart Inc WMT Stock Holding History

Navellier & Associates’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 		$13.9M Buy
111,859
+9,620
+9% +$1.18M 1.45% 16
2025
Q4 		$11.4M Sell
102,239
-2,743
-3% -$295K 1.28% 16
2025
Q3 		$10.8M Buy
104,982
+5,664
+6% +$564K 1.1% 18
2025
Q2 		$9.71M Buy
99,318
+1,241
+1% +$118K 1.2% 16
2025
Q1 		$9.74M Buy
98,077
+91,251
+1,337% +$8.56M 1.35% 14
2024
Q4 		$617K Buy
6,826
+2,799
+70% +$243K 0.07% 219
2024
Q3 		$325K Sell
4,027
-2,888
-42% -$212K 0.04% 266
2024
Q2 		$468K Sell
6,915
-300
-4% -$18.9K 0.06% 253
2024
Q1 		$434K Sell
7,215
-2,250
-24% -$129K 0.05% 260
2023
Q4 		$497K Buy
9,465
+5,289
+127% +$280K 0.07% 223
2023
Q3 		$223K Sell
4,176
-840
-17% -$44.7K 0.04% 292
2023
Q2 		$263K Buy
5,016
+300
+6% +$15.1K 0.05% 231
2023
Q1 		$232K Sell
4,716
-300
-6% -$14.2K 0.05% 247
2022
Q4 		$237K Buy
5,016
+300
+6% +$14.2K 0.05% 237
2022
Q3 		$204K Sell
4,716
-600
-11% -$26.3K 0.05% 252
2022
Q2 		$215K Hold
5,316
– – 0.05% 259
2022
Q1 		$264K Sell
5,316
-300
-5% -$14.1K 0.04% 264
2021
Q4 		$271K Sell
5,616
-600
-10% -$28.6K 0.04% 276
2021
Q3 		$289K Hold
6,216
– – 0.04% 267
2021
Q2 		$292K Buy
6,216
+300
+5% +$14K 0.04% 251
2021
Q1 		$268K Sell
5,916
-600
-9% -$27.8K 0.05% 246
2020
Q4 		$313K Hold
6,516
– – 0.06% 219
2020
Q3 		$304K Hold
6,516
– – 0.07% 186
2020
Q2 		$260K Sell
6,516
-816
-11% -$33.6K 0.06% 192
2020
Q1 		$278K Hold
7,332
– – 0.07% 182
2019
Q4 		$290K Hold
7,332
– – 0.05% 240
2019
Q3 		$290K Buy
7,332
+816
+13% +$30.8K 0.05% 225
2019
Q2 		$240K Buy
6,516
+300
+5% +$10.3K 0.04% 236
2019
Q1 		$202K Sell
6,216
-375
-6% -$12.2K 0.03% 223
2018
Q4 		$205K Sell
6,591
-600
-8% -$19.2K 0.03% 207
2018
Q3 		$225K Sell
7,191
-609
-8% -$18.6K 0.03% 260
2018
Q2 		$223K Sell
7,800
-300
-4% -$8.53K 0.03% 268
2018
Q1 		$240K Buy
+8,100
New +$261K 0.04% 254
2017
Q3 		– Sell
-13,500
Closed -$341K – 314
2017
Q2 		$341K Sell
13,500
-33,000
-71% -$838K 0.05% 234
2017
Q1 		$1.12M Sell
46,500
-1,500
-3% -$34.5K 0.16% 132
2016
Q4 		$1.11M Buy
48,000
+11,100
+30% +$259K 0.18% 131
2016
Q3 		$887K Buy
+36,900
New +$895K 0.13% 136
2015
Q1 		– Sell
-18,750
Closed -$537K – 383
2014
Q4 		$537K Sell
18,750
-24,957
-57% -$674K 0.03% 189
2014
Q3 		$1.11M Buy
43,707
+3,900
+10% +$98.5K 0.06% 93
2014
Q2 		$996K Buy
39,807
+3,429
+9% +$88.1K 0.05% 105
2014
Q1 		$927K Sell
36,378
-1,473
-4% -$37K 0.04% 103
2013
Q4 		$993K Buy
37,851
+6,213
+20% +$160K 0.04% 101
2013
Q3 		$780K Buy
31,638
+18,189
+135% +$459K 0.02% 145
2013
Q2 		$334K Buy
+13,449
New +$345K 0.02% 193

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

Navellier & Associates's WMT Position: Q1 2026 in Review

Navellier & Associates increased its Walmart Inc (WMT) stake by 9.4% in Q1 2026, buying an estimated $1.18M and bringing the position to 111,859 shares worth $13.9M. The position accounts for 1.45% of the portfolio, ranked #16.

Navellier & Associates first reported a position in WMT in Q2 2013 and has held it in 44 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Navellier & Associates held 111,859 shares of Walmart Inc worth $13.9M as of Q1 2026.
  • Navellier & Associates bought 9,620 Walmart Inc shares in Q1 2026, an estimated $1.18M.
  • Walmart Inc made up 1.45% of Navellier & Associates's portfolio in Q1 2026, its #16 holding.
  • Navellier & Associates first reported a position in Walmart Inc in Q2 2013 and has held it in 44 quarters since.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Navellier & Associates's 13F filing for Q1 2026, filed 7 May 2026.