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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
2023
Q2 		– Sell
-600
Closed -$29.5K – 397
2023
Q1 		$29.5K Buy
+600
New +$28.5K 0.01% 353

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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. 4,438 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.
  • 4,438 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.