Palisades Hudson Asset Management’s Walmart Inc WMT Stock Holding History

Palisades Hudson Asset 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	$371K	Sell	2,990 -1,300	-30%	-$160K	0.14%	68
2025 Q4	$478K	Buy	4,290 +505	+13%	+$54.2K	0.19%	61
2025 Q3	$390K	Hold	3,785	–	–	0.14%	69
2025 Q2	$370K	Buy	3,785 +18	+0.5%	+$1.72K	0.14%	69
2025 Q1	$330K	Buy	3,767 +9	+0.2%	+$844	0.15%	72
2024 Q4	$339K	Hold	3,758	–	–	0.14%	74
2024 Q3	$303K	Buy	3,758 +141	+4%	+$10.4K	0.13%	77
2024 Q2	$245K	Buy	3,617 +24	+0.7%	+$1.51K	0.11%	85
2024 Q1	$217K	Buy	+3,593	New	+$206K	0.1%	90

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

Palisades Hudson Asset Management's WMT Position: Q1 2026 in Review

Palisades Hudson Asset Management reduced its Walmart Inc (WMT) stake by 30% in Q1 2026, selling an estimated $160K and leaving 2,990 shares worth $371K. The position accounts for 0.14% of the portfolio, ranked #68.

Palisades Hudson Asset Management first reported a position in WMT in Q1 2024 and has held it in 9 quarters since. The position peaked at $478K in Q4 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Palisades Hudson Asset Management held 2,990 shares of Walmart Inc worth $371K as of Q1 2026.
Palisades Hudson Asset Management sold 1,300 Walmart Inc shares in Q1 2026, an estimated $160K.
Walmart Inc made up 0.14% of Palisades Hudson Asset Management's portfolio in Q1 2026, its #68 holding.
Palisades Hudson Asset Management first reported a position in Walmart Inc in Q1 2024 and has held it in 9 quarters since.
Palisades Hudson Asset Management's Walmart Inc position peaked at $478K in Q4 2025.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Palisades Hudson Asset Management's 13F filing for Q1 2026, filed 8 May 2026.