Plato Investment Management’s Walmart Inc WMT Stock Holding History

Plato Investment 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	$12.2M	Hold	97,998	–	–	0.82%	17
2025 Q4	$11M	Sell	97,998 -2,345	-2%	-$252K	0.72%	16
2025 Q3	$10.3M	Hold	100,343	–	–	0.7%	20
2025 Q2	$9.78M	Buy	100,343 +3,165	+3%	+$302K	0.73%	19
2025 Q1	$8.62M	Sell	97,178 -2,455	-2%	-$230K	0.73%	22
2024 Q4	$9.03M	Buy	99,633 +2,304	+2%	+$200K	0.66%	23
2024 Q3	$7.85M	Buy	97,329 +397	+0.4%	+$29.2K	0.64%	25
2024 Q2	$6.56M	Buy	96,932 +4,893	+5%	+$308K	0.61%	28
2024 Q1	$5.54M	Buy	92,039 +76,100	+477%	+$4.35M	0.57%	29
2023 Q4	$838K	Buy	+15,939	New	+$843K	1.03%	17

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

Plato Investment Management's WMT Position: Q1 2026 in Review

Plato Investment Management held its Walmart Inc (WMT) position steady in Q1 2026 at 97,998 shares worth $12.2M. The position accounts for 0.82% of the portfolio, ranked #17.

Plato Investment Management first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Plato Investment Management held 97,998 shares of Walmart Inc worth $12.2M as of Q1 2026.
Plato Investment Management left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up 0.82% of Plato Investment Management's portfolio in Q1 2026, its #17 holding.
Plato Investment Management first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.