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Naviter Wealth’s Walmart Inc WMT Stock Holding History

Naviter Wealth’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 		$9.77M Sell
78,416
-4,365
-5% -$536K 1.22% 15
2025
Q4 		$9.24M Sell
82,781
-2,929
-3% -$314K 1.2% 16
2025
Q3 		$8.83M Buy
85,710
+2,431
+3% +$242K 1.03% 16
2025
Q2 		$8.14M Sell
83,279
-8,794
-10% -$838K 1% 18
2025
Q1 		$7.86M Buy
92,073
+18,560
+25% +$1.74M 0.95% 19
2024
Q4 		$6.65M Buy
73,513
+19,955
+37% +$1.73M 0.8% 25
2024
Q3 		$4.32M Buy
53,558
+3,868
+8% +$284K 0.6% 40
2024
Q2 		$3.36M Buy
49,690
+1,521
+3% +$95.8K 0.5% 47
2024
Q1 		$2.91M Buy
48,169
+1,444
+3% +$82.6K 0.48% 53
2023
Q4 		$2.46M Buy
46,725
+5,682
+14% +$301K 0.5% 47
2023
Q3 		$2.19M Buy
41,043
+780
+2% +$41.5K 0.53% 42
2023
Q2 		$2.11M Buy
40,263
+4,629
+13% +$234K 0.54% 42
2023
Q1 		$1.76M Buy
35,634
+1,701
+5% +$80.7K 0.61% 33
2022
Q4 		$1.62M Buy
33,933
+2,967
+10% +$141K 0.44% 47
2022
Q3 		$1.34M Buy
30,966
+876
+3% +$38.4K 0.55% 33
2022
Q2 		$1.22M Buy
30,090
+13,500
+81% +$623K 0.5% 37
2022
Q1 		$827K Hold
16,590
– – 0.28% 57
2021
Q4 		$803K Buy
+16,590
New +$792K 0.24% 64

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

Naviter Wealth's WMT Position: Q1 2026 in Review

Naviter Wealth reduced its Walmart Inc (WMT) stake by 5.3% in Q1 2026, selling an estimated $536K and leaving 78,416 shares worth $9.77M. The position accounts for 1.22% of the portfolio, ranked #15.

Naviter Wealth first reported a position in WMT in Q4 2021 and has held it in 18 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Naviter Wealth held 78,416 shares of Walmart Inc worth $9.77M as of Q1 2026.
  • Naviter Wealth sold 4,365 Walmart Inc shares in Q1 2026, an estimated $536K.
  • Walmart Inc made up 1.22% of Naviter Wealth's portfolio in Q1 2026, its #15 holding.
  • Naviter Wealth first reported a position in Walmart Inc in Q4 2021 and has held it in 18 quarters since.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.