Peak Asset Management’s Walmart Inc WMT Stock Holding History

Peak 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	$581K	Buy	4,677 +37	+0.8%	+$4.54K	0.1%	91
2025 Q4	$517K	Hold	4,640	–	–	0.09%	96
2025 Q3	$478K	Sell	4,640 -820	-15%	-$81.6K	0.08%	99
2025 Q2	$534K	Buy	5,460 +225	+4%	+$21.4K	0.1%	93
2025 Q1	$460K	Hold	5,235	–	–	0.09%	98
2024 Q4	$473K	Hold	5,235	–	–	0.09%	98
2024 Q3	$423K	Sell	5,235 -255	-5%	-$18.7K	0.08%	107
2024 Q2	$372K	Hold	5,490	–	–	0.07%	109
2024 Q1	$330K	Sell	5,490 -12	-0.2%	-$687	0.07%	120
2023 Q4	$289K	Buy	5,502 +12	+0.2%	+$635	0.06%	119
2023 Q3	$293K	Sell	5,490 -27	-0.5%	-$1.44K	0.07%	113
2023 Q2	$289K	Buy	5,517 +1,239	+29%	+$62.5K	0.07%	116
2023 Q1	$210K	Hold	4,278	–	–	0.05%	137
2022 Q4	$202K	Buy	+4,278	New	+$203K	0.05%	134

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

Peak Asset Management's WMT Position: Q1 2026 in Review

Peak Asset Management increased its Walmart Inc (WMT) stake by 0.8% in Q1 2026, buying an estimated $4.54K and bringing the position to 4,677 shares worth $581K. The position accounts for 0.1% of the portfolio, ranked #91.

Peak Asset Management first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Peak Asset Management held 4,677 shares of Walmart Inc worth $581K as of Q1 2026.
Peak Asset Management bought 37 Walmart Inc shares in Q1 2026, an estimated $4.54K.
Walmart Inc made up 0.1% of Peak Asset Management's portfolio in Q1 2026, its #91 holding.
Peak Asset Management first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Peak Asset Management's 13F filing for Q1 2026, filed 15 May 2026.