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Paloma Partners’s Walmart Inc WMT Stock Holding History

Paloma Partners’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
2024
Q2 		– Sell
-20,110
Closed -$1.21M – 1490
2024
Q1 		$1.21M Buy
+20,110
New +$1.15M 0.06% 300
2023
Q1 		– Sell
-26,400
Closed -$1.25M – 1006
2022
Q4 		$1.25M Buy
+26,400
New +$1.25M 0.06% 319
2022
Q1 		– Sell
-455,700
Closed -$22M – 2288
2021
Q4 		$22M Buy
+455,700
New +$21.8M 0.33% 24
2021
Q3 		– Sell
-731,700
Closed -$34.4M – 1945
2021
Q2 		$34.4M Buy
731,700
+258,000
+54% +$12M 0.62% 21
2021
Q1 		$21.4M Buy
+473,700
New +$21.9M 0.45% 24
2018
Q3 		– Sell
-175,500
Closed -$5.01M – 1982
2018
Q2 		$5.01M Buy
175,500
+39,000
+29% +$1.11M 0.09% 179
2018
Q1 		$4.05M Buy
136,500
+52,500
+63% +$1.69M 0.06% 264
2017
Q4 		$2.77M Hold
84,000
– – 0.04% 516
2017
Q3 		$2.19M Sell
84,000
-105,000
-56% -$2.75M 0.03% 678
2017
Q2 		$4.77M Hold
189,000
– – 0.06% 336
2017
Q1 		$4.54M Sell
189,000
-491,100
-72% -$11.3M 0.05% 348
2016
Q4 		$15.7M Buy
680,100
+608,100
+845% +$14.2M 0.15% 74
2016
Q3 		$1.73M Sell
72,000
-210,000
-74% -$5.09M 0.02% 617
2016
Q2 		$6.86M Sell
282,000
-21,000
-7% -$486K 0.08% 173
2016
Q1 		$6.92M Sell
303,000
-45,000
-13% -$987K 0.11% 116
2015
Q4 		$7.11M Buy
+348,000
New +$6.98M 0.19% 85

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

Paloma Partners's WMT Position: Q1 2026 in Review

Paloma Partners sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 33,000 shares — an estimated $3.68M sold.

Paloma Partners first reported a position in WMT in Q2 2013 and held it in 36 quarters. The position peaked at $24M in Q3 2020. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Paloma Partners reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
  • Paloma Partners sold 33,000 Walmart Inc shares in Q1 2026, an estimated $3.68M.
  • Paloma Partners first reported a position in Walmart Inc in Q2 2013 and held it in 36 quarters.
  • Paloma Partners's Walmart Inc position peaked at $24M in Q3 2020.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Paloma Partners's 13F filing for Q1 2026, filed 15 May 2026.