Opus Investment Management’s Walmart Inc WMT Stock Holding History

Opus 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	$11.8M	Hold	95,000	–	–	7.04%	2
2025 Q4	$10.6M	Hold	95,000	–	–	6.44%	2
2025 Q3	$9.79M	Hold	95,000	–	–	6.07%	2
2025 Q2	$9.29M	Hold	95,000	–	–	6.17%	2
2025 Q1	$8.34M	Hold	95,000	–	–	5.95%	3
2024 Q4	$8.58M	Sell	95,000 -1,000	-1%	-$86.8K	6.34%	2
2024 Q3	$7.75M	Hold	96,000	–	–	5.44%	3
2024 Q2	$6.5M	Hold	96,000	–	–	4.2%	4
2024 Q1	$5.78M	Hold	96,000	–	–	3.77%	3
2023 Q4	$5.04M	Hold	96,000	–	–	2.89%	10
2023 Q3	$5.12M	Hold	96,000	–	–	3.15%	8
2023 Q2	$5.03M	Hold	96,000	–	–	1.81%	15
2023 Q1	$4.72M	Hold	96,000	–	–	1.71%	19
2022 Q4	$4.54M	Sell	96,000 -15,000	-14%	-$712K	1.62%	23
2022 Q3	$4.8M	Hold	111,000	–	–	1.12%	26
2022 Q2	$4.5M	Sell	111,000 -15,000	-12%	-$692K	0.97%	37
2022 Q1	$6.25M	Hold	126,000	–	–	0.96%	25
2021 Q4	$6.08M	Hold	126,000	–	–	0.87%	28
2021 Q3	$5.85M	Hold	126,000	–	–	0.9%	25
2021 Q2	$5.92M	Hold	126,000	–	–	0.89%	26
2021 Q1	$5.71M	Hold	126,000	–	–	0.84%	33
2020 Q4	$6.05M	Hold	126,000	–	–	0.95%	23
2020 Q3	$5.88M	Hold	126,000	–	–	1.11%	20
2020 Q2	$5.03M	Sell	126,000 -15,000	-11%	-$617K	1.02%	27
2020 Q1	$5.34M	Sell	141,000 -900	-0.6%	-$34.6K	1.13%	17
2019 Q4	$5.62M	Hold	141,900	–	–	0.92%	28
2019 Q3	$5.61M	Buy	141,900 +900	+0.6%	+$34K	0.98%	26
2019 Q2	$5.19M	Hold	141,000	–	–	0.98%	28
2019 Q1	$4.58M	Hold	141,000	–	–	0.91%	35
2018 Q4	$4.38M	Hold	141,000	–	–	0.94%	34
2018 Q3	$4.41M	Hold	141,000	–	–	0.77%	37
2018 Q2	$4.03M	Hold	141,000	–	–	0.73%	44
2018 Q1	$4.18M	Hold	141,000	–	–	0.77%	41
2017 Q4	$4.64M	Hold	141,000	–	–	0.83%	43
2017 Q3	$3.67M	Hold	141,000	–	–	0.67%	52
2017 Q2	$3.56M	Sell	141,000 -30,000	-18%	-$762K	0.6%	53
2017 Q1	$4.11M	Sell	171,000 -15,000	-8%	-$345K	0.7%	52
2016 Q4	$4.29M	Hold	186,000	–	–	0.75%	51
2016 Q3	$4.47M	Hold	186,000	–	–	0.76%	49
2016 Q2	$4.53M	Hold	186,000	–	–	0.8%	44
2016 Q1	$4.25M	Hold	186,000	–	–	0.82%	38
2015 Q4	$3.8M	Buy	+186,000	New	+$3.73M	0.68%	48

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

Opus Investment Management's WMT Position: Q1 2026 in Review

Opus Investment Management held its Walmart Inc (WMT) position steady in Q1 2026 at 95,000 shares worth $11.8M. The position accounts for 7.04% of the portfolio, ranked #2.

Opus Investment Management first reported a position in WMT in Q4 2015 and has held it in 42 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Opus Investment Management held 95,000 shares of Walmart Inc worth $11.8M as of Q1 2026.
Opus Investment Management left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up 7.04% of Opus Investment Management's portfolio in Q1 2026, its #2 holding.
Opus Investment Management first reported a position in Walmart Inc in Q4 2015 and has held it in 42 quarters since.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Opus Investment Management's 13F filing for Q1 2026, filed 13 May 2026.