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Permanens Capital’s Walmart Inc WMT Stock Holding History

Permanens Capital’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 		$10.8M Buy
86,688
+285
+0.3% +$35K 1.39% 14
2025
Q4 		$9.65M Buy
86,403
+19,814
+30% +$2.13M 1.26% 14
2025
Q3 		$6.86M Buy
66,589
+15,738
+31% +$1.57M 1.02% 13
2025
Q2 		$4.97M Buy
50,851
+5,826
+13% +$555K 0.68% 20
2025
Q1 		$3.96M Sell
45,025
-6,530
-13% -$613K 0.72% 19
2024
Q4 		$4.67M Hold
51,555
– – 0.89% 15
2024
Q3 		$4.16M Sell
51,555
-41,244
-44% -$3.03M 0.85% 16
2024
Q2 		$6.28M Buy
92,799
+9,630
+12% +$606K 0.64% 11
2024
Q1 		$5.02M Buy
83,169
+9,429
+13% +$540K 0.62% 16
2023
Q4 		$3.89M Buy
73,740
+15,855
+27% +$839K 0.76% 20
2023
Q3 		$3.09M Buy
57,885
+2,430
+4% +$129K 0.53% 18
2023
Q2 		$2.91M Buy
+55,455
New +$2.8M 0.67% 16
2021
Q3 		– Sell
-173,388
Closed -$8.15M – 108
2021
Q2 		$8.15M Buy
173,388
+51,276
+42% +$2.39M 1.46% 15
2021
Q1 		$5.53M Buy
122,112
+24,183
+25% +$1.12M 1.14% 25
2020
Q4 		$4.71M Buy
97,929
+90,732
+1,261% +$4.41M 0.99% 26
2020
Q3 		$336K Buy
7,197
+2,625
+57% +$117K 0.12% 32
2020
Q2 		$183K Buy
+4,572
New +$188K 0.07% 33
2020
Q1 		– Sell
-315
Closed -$12K – 140
2019
Q4 		$12K Buy
+315
New +$12.5K ﹤0.01% 105

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

Permanens Capital's WMT Position: Q1 2026 in Review

Permanens Capital increased its Walmart Inc (WMT) stake by 0.33% in Q1 2026, buying an estimated $35K and bringing the position to 86,688 shares worth $10.8M. The position accounts for 1.39% of the portfolio, ranked #14.

Permanens Capital first reported a position in WMT in Q4 2019 and has held it in 18 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Permanens Capital held 86,688 shares of Walmart Inc worth $10.8M as of Q1 2026.
  • Permanens Capital bought 285 Walmart Inc shares in Q1 2026, an estimated $35K.
  • Walmart Inc made up 1.39% of Permanens Capital's portfolio in Q1 2026, its #14 holding.
  • Permanens Capital first reported a position in Walmart Inc in Q4 2019 and has held it in 18 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Permanens Capital's 13F filing for Q1 2026, filed 15 May 2026.