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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
2025
Q2 		– Sell
-22,500
Closed -$1.98M – 162
2025
Q1 		$1.98M Buy
+22,500
New +$2.11M 0.24% 64
2024
Q3 		– Sell
-29,600
Closed -$2M – 1730
2024
Q2 		$2M Buy
+29,600
New +$1.86M 0.06% 348
2023
Q4 		– Sell
-37,500
Closed -$2M – 958
2023
Q3 		$2M Buy
+37,500
New +$2M 0.07% 241
2023
Q1 		– Sell
-18,000
Closed -$851K – 1007
2022
Q4 		$851K Buy
+18,000
New +$855K 0.04% 393
2018
Q3 		– Sell
-245,700
Closed -$7.01M – 1983
2018
Q2 		$7.01M Buy
245,700
+109,200
+80% +$3.1M 0.13% 122
2018
Q1 		$4.05M Sell
136,500
-31,500
-19% -$1.01M 0.06% 265
2017
Q4 		$5.53M Buy
168,000
+84,000
+100% +$2.57M 0.07% 250
2017
Q3 		$2.19M Sell
84,000
-105,000
-56% -$2.75M 0.03% 679
2017
Q2 		$4.77M Hold
189,000
– – 0.06% 337
2017
Q1 		$4.54M Sell
189,000
-803,400
-81% -$18.5M 0.05% 349
2016
Q4 		$22.9M Buy
992,400
+920,400
+1,278% +$21.5M 0.22% 50
2016
Q3 		$1.73M Sell
72,000
-60,000
-45% -$1.46M 0.02% 618
2016
Q2 		$3.21M Sell
132,000
-21,000
-14% -$486K 0.04% 433
2016
Q1 		$3.49M Buy
153,000
+105,000
+219% +$2.3M 0.06% 278
2015
Q4 		$981K Buy
+48,000
New +$963K 0.03% 681

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.