Occudo Quantitative Strategies’s Walmart Inc WMT Stock Holding History

Occudo Quantitative Strategies’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	$8.53M	Buy	+64,681	New	+$7.94M	0.46%	54
2025 Q3	–	Sell	-52,538	Closed	-$5.14M	–	901
2025 Q2	$5.14M	Sell	52,538 -29,661	-36%	-$2.83M	0.58%	46
2025 Q1	$7M	Buy	+82,199	New	+$7.71M	0.93%	12
2024 Q3	–	Sell	-12,518	Closed	-$848K	–	1043
2024 Q2	$848K	Buy	+12,518	New	+$788K	0.15%	193
2022 Q1	–	Sell	-30,540	Closed	-$1.47M	–	1350
2021 Q4	$1.47M	Buy	+30,540	New	+$1.46M	0.13%	232
2021 Q3	–	Sell	-25,665	Closed	-$1.21M	–	1163
2021 Q2	$1.21M	Sell	25,665 -29,076	-53%	-$1.35M	0.18%	166
2021 Q1	$2.48M	Buy	+54,741	New	+$2.54M	0.54%	9

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Occudo Quantitative Strategies's WMT Position: Q1 2026 in Review

Occudo Quantitative Strategies opened a new position in Walmart Inc (WMT) in Q1 2026: 64,681 shares worth $8.53M. The stake represents 0.46% of the portfolio and ranks #54 among its holdings. This is a return to the name: Occudo Quantitative Strategies previously reported a position in WMT as recently as Q2 2025.

Occudo Quantitative Strategies first reported a position in WMT in Q1 2021 and has held it in 7 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Occudo Quantitative Strategies held 64,681 shares of Walmart Inc worth $8.53M as of Q1 2026.
Walmart Inc was a new Occudo Quantitative Strategies position in Q1 2026.
Walmart Inc made up 0.46% of Occudo Quantitative Strategies's portfolio in Q1 2026, its #54 holding.
Occudo Quantitative Strategies first reported a position in Walmart Inc in Q1 2021 and has held it in 7 quarters since.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.