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Perennial Investment Advisors’s Walmart Inc WMT Stock Holding History

Perennial Investment Advisors’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 		$2.22M Buy
17,901
+809
+5% +$99.3K 0.18% 104
2025
Q4 		$1.9M Buy
17,092
+708
+4% +$76K 0.15% 120
2025
Q3 		$1.69M Buy
16,384
+75
+0.5% +$7.47K 0.14% 127
2025
Q2 		$1.59M Buy
16,309
+225
+1% +$21.4K 0.15% 128
2025
Q1 		$1.41M Buy
16,084
+489
+3% +$45.9K 0.16% 117
2024
Q4 		$1.41M Buy
15,595
+88
+0.6% +$7.64K 0.17% 108
2024
Q3 		$1.25M Buy
15,507
+305
+2% +$22.4K 0.16% 102
2024
Q2 		$1.03M Buy
15,202
+640
+4% +$40.3K 0.15% 115
2024
Q1 		$876K Buy
14,562
+96
+0.7% +$5.49K 0.13% 127
2023
Q4 		$760K Sell
14,466
-465
-3% -$24.6K 0.13% 136
2023
Q3 		$796K Buy
14,931
+408
+3% +$21.7K 0.14% 123
2023
Q2 		$761K Sell
14,523
-2,019
-12% -$102K 0.13% 133
2023
Q1 		$813K Buy
16,542
+282
+2% +$13.4K 0.15% 118
2022
Q4 		$768K Buy
16,260
+75
+0.5% +$3.56K 0.31% 64
2022
Q3 		$700K Sell
16,185
-2,736
-14% -$120K 0.32% 64
2022
Q2 		$765K Buy
18,921
+405
+2% +$18.7K 0.3% 66
2022
Q1 		$918K Sell
18,516
-576
-3% -$27K 0.29% 70
2021
Q4 		$921K Sell
19,092
-165
-0.9% -$7.88K 0.29% 72
2021
Q3 		$895K Buy
19,257
+1,353
+8% +$65.2K 0.32% 75
2021
Q2 		$842K Buy
17,904
+1,539
+9% +$71.7K 0.31% 76
2021
Q1 		$741K Sell
16,365
-300
-2% -$13.9K 0.29% 73
2020
Q4 		$801K Buy
16,665
+1,650
+11% +$80.1K 0.34% 65
2020
Q3 		$699K Buy
15,015
+8,289
+123% +$369K 0.35% 61
2020
Q2 		$269K Sell
6,726
-123
-2% -$5.06K 0.18% 103
2020
Q1 		$260K Buy
6,849
+459
+7% +$17.7K 0.23% 91
2019
Q4 		$253K Buy
+6,390
New +$254K 0.2% 108

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

Perennial Investment Advisors's WMT Position: Q1 2026 in Review

Perennial Investment Advisors increased its Walmart Inc (WMT) stake by 4.7% in Q1 2026, buying an estimated $99.3K and bringing the position to 17,901 shares worth $2.22M. The position accounts for 0.18% of the portfolio, ranked #104.

Perennial Investment Advisors first reported a position in WMT in Q4 2019 and has held it in 26 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Perennial Investment Advisors held 17,901 shares of Walmart Inc worth $2.22M as of Q1 2026.
  • Perennial Investment Advisors bought 809 Walmart Inc shares in Q1 2026, an estimated $99.3K.
  • Walmart Inc made up 0.18% of Perennial Investment Advisors's portfolio in Q1 2026, its #104 holding.
  • Perennial Investment Advisors first reported a position in Walmart Inc in Q4 2019 and has held it in 26 quarters since.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.