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New York Life Investment Management’s Walmart Inc WMT Stock Holding History

New York Life Investment 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 		$75.7M Buy
609,027
+7,680
+1% +$943K 0.64% 28
2025
Q4 		$67M Buy
601,347
+5,164
+0.9% +$554K 0.58% 30
2025
Q3 		$61.4M Buy
596,183
+8,171
+1% +$813K 0.54% 31
2025
Q2 		$57.5M Buy
588,012
+7,718
+1% +$735K 0.54% 31
2025
Q1 		$50.9M Sell
580,294
-1,877
-0.3% -$176K 0.52% 34
2024
Q4 		$52.6M Buy
582,171
+3,997
+0.7% +$347K 0.51% 33
2024
Q3 		$46.7M Sell
578,174
-9,360
-2% -$687K 0.45% 38
2024
Q2 		$39.8M Buy
587,534
+1,883
+0.3% +$119K 0.4% 43
2024
Q1 		$35.2M Sell
585,651
-22,077
-4% -$1.26M 0.35% 48
2023
Q4 		$31.9M Sell
607,728
-52,893
-8% -$2.8M 0.33% 57
2023
Q3 		$35.2M Buy
660,621
+7,803
+1% +$415K 0.38% 47
2023
Q2 		$34.2M Sell
652,818
-65,172
-9% -$3.29M 0.36% 49
2023
Q1 		$35.3M Buy
717,990
+52,545
+8% +$2.49M 0.39% 45
2022
Q4 		$31.5M Sell
665,445
-7,104
-1% -$337K 0.36% 49
2022
Q3 		$29.1M Buy
672,549
+5,844
+0.9% +$256K 0.35% 55
2022
Q2 		$27M Buy
+666,705
New +$30.7M 0.31% 63
2015
Q4 		– Sell
-15,600
Closed -$337K – 208
2015
Q3 		$337K Hold
15,600
– – 0.03% 140
2015
Q2 		$369K Hold
15,600
– – 0.04% 130
2015
Q1 		$428K Hold
15,600
– – 0.05% 111
2014
Q4 		$447K Sell
15,600
-2,400
-13% -$64.8K 0.05% 100
2014
Q3 		$459K Hold
18,000
– – 0.08% 96
2014
Q2 		$450K Buy
18,000
+6,600
+58% +$170K 0.08% 96
2014
Q1 		$290K Buy
+11,400
New +$286K 0.06% 74

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 $1.56T 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

New York Life Investment Management's WMT Position: Q1 2026 in Review

New York Life Investment Management increased its Walmart Inc (WMT) stake by 1.3% in Q1 2026, buying an estimated $943K and bringing the position to 609,027 shares worth $75.7M. The position accounts for 0.64% of the portfolio, ranked #28.

New York Life Investment Management first reported a position in WMT in Q1 2014 and has held it in 23 quarters since. 4,436 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • New York Life Investment Management held 609,027 shares of Walmart Inc worth $75.7M as of Q1 2026.
  • New York Life Investment Management bought 7,680 Walmart Inc shares in Q1 2026, an estimated $943K.
  • Walmart Inc made up 0.64% of New York Life Investment Management's portfolio in Q1 2026, its #28 holding.
  • New York Life Investment Management first reported a position in Walmart Inc in Q1 2014 and has held it in 23 quarters since.
  • 4,436 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.