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Nearwater Capital Markets’s Walmart Inc WMT Stock Holding History

Nearwater Capital Markets’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 		– Sell
-1,661,000
Closed -$185M – 141
2025
Q4 		$185M Buy
1,661,000
+1,011,900
+156% +$109M 3.16% 10
2025
Q3 		$66.9M Buy
649,100
+424,100
+188% +$42.2M 0.89% 24
2025
Q2 		$22M Sell
225,000
-250,000
-53% -$23.8M 0.35% 54
2025
Q1 		$41.7M Sell
475,000
-470,338
-50% -$44.1M 1.19% 17
2024
Q4 		$85.4M Buy
+945,338
New +$82M 2.44% 8

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $860B AUM 41.15% 1-Year Est. Return

Nearwater Capital Markets's WMT Position: Q1 2026 in Review

Nearwater Capital Markets sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 1,661,000 shares — an estimated $185M sold.

Nearwater Capital Markets first reported a position in WMT in Q4 2024 and held it in 5 quarters. The position peaked at $185M in Q4 2025. 4,441 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Nearwater Capital Markets reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
  • Nearwater Capital Markets sold 1,661,000 Walmart Inc shares in Q1 2026, an estimated $185M.
  • Nearwater Capital Markets first reported a position in Walmart Inc in Q4 2024 and held it in 5 quarters.
  • Nearwater Capital Markets's Walmart Inc position peaked at $185M in Q4 2025.
  • 4,441 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Nearwater Capital Markets's 13F filing for Q1 2026, filed 15 May 2026.