NF
WMT icon

Nvest Financial’s Walmart Inc WMT Stock Holding History

Nvest Financial’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 		$7.32M Buy
58,903
+734
+1% +$90.1K 2.73% 5
2025
Q4 		$6.48M Buy
58,169
+18,391
+46% +$1.97M 2.69% 8
2025
Q3 		$4.1M Sell
39,778
-18,438
-32% -$1.84M 2.36% 11
2025
Q2 		$5.69M Buy
58,216
+483
+0.8% +$46K 2.96% 7
2025
Q1 		$5.07M Sell
57,733
-2,925
-5% -$274K 2.71% 8
2024
Q4 		$5.48M Sell
60,658
-8,918
-13% -$774K 2.78% 7
2024
Q3 		$5.62M Sell
69,576
-311
-0.4% -$22.8K 3.21% 7
2024
Q2 		$4.73M Sell
69,887
-2,928
-4% -$184K 2.91% 8
2024
Q1 		$4.38M Buy
72,815
+2,456
+3% +$141K 2.92% 9
2023
Q4 		$3.7M Sell
70,359
-1,656
-2% -$87.6K 2.91% 9
2023
Q3 		$3.84M Buy
72,015
+648
+0.9% +$34.5K 3.59% 8
2023
Q2 		$3.74M Buy
71,367
+5,193
+8% +$262K 3.27% 8
2023
Q1 		$3.25M Buy
66,174
+2,184
+3% +$104K 3.39% 8
2022
Q4 		$3.02M Buy
63,990
+207
+0.3% +$9.83K 3.78% 8
2022
Q3 		$2.76M Sell
63,783
-1,506
-2% -$66K 3.9% 8
2022
Q2 		$2.65M Buy
65,289
+240
+0.4% +$11.1K 2.78% 11
2022
Q1 		$3.23M Buy
+65,049
New +$3.05M 2.65% 9

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

Nvest Financial's WMT Position: Q1 2026 in Review

Nvest Financial increased its Walmart Inc (WMT) stake by 1.3% in Q1 2026, buying an estimated $90.1K and bringing the position to 58,903 shares worth $7.32M. The position accounts for 2.73% of the portfolio, ranked #5.

Nvest Financial first reported a position in WMT in Q1 2022 and has held it in 17 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Nvest Financial held 58,903 shares of Walmart Inc worth $7.32M as of Q1 2026.
  • Nvest Financial bought 734 Walmart Inc shares in Q1 2026, an estimated $90.1K.
  • Walmart Inc made up 2.73% of Nvest Financial's portfolio in Q1 2026, its #5 holding.
  • Nvest Financial first reported a position in Walmart Inc in Q1 2022 and has held it in 17 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.