Portfolio Design Labs’s Walmart Inc WMT Stock Holding History

Portfolio Design Labs’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	$3.32M	Sell	26,732 -3,469	-11%	-$426K	0.59%	30
2025 Q4	$3.36M	Buy	30,201 +488	+2%	+$52.4K	0.55%	31
2025 Q3	$3.06M	Buy	29,713 +26,639	+867%	+$2.65M	0.53%	35
2025 Q2	$301K	Sell	3,074 -1,321	-30%	-$126K	0.06%	127
2025 Q1	$386K	Sell	4,395 -1,246	-22%	-$117K	0.08%	136
2024 Q4	$510K	Buy	5,641 +2,592	+85%	+$225K	0.1%	120
2024 Q3	$246K	Sell	3,049 -1,626	-35%	-$119K	0.07%	128
2024 Q2	$317K	Buy	4,675 +886	+23%	+$55.8K	0.1%	88
2024 Q1	$228K	Sell	3,789 -25,593	-87%	-$1.46M	0.08%	105
2023 Q4	$1.54M	Buy	+29,382	New	+$1.55M	0.58%	49

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

Portfolio Design Labs's WMT Position: Q1 2026 in Review

Portfolio Design Labs reduced its Walmart Inc (WMT) stake by 11% in Q1 2026, selling an estimated $426K and leaving 26,732 shares worth $3.32M. The position accounts for 0.59% of the portfolio, ranked #30.

Portfolio Design Labs first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.36M in Q4 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Portfolio Design Labs held 26,732 shares of Walmart Inc worth $3.32M as of Q1 2026.
Portfolio Design Labs sold 3,469 Walmart Inc shares in Q1 2026, an estimated $426K.
Walmart Inc made up 0.59% of Portfolio Design Labs's portfolio in Q1 2026, its #30 holding.
Portfolio Design Labs first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
Portfolio Design Labs's Walmart Inc position peaked at $3.36M in Q4 2025.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Portfolio Design Labs's 13F filing for Q1 2026, filed 11 May 2026.