PGA
WMT icon

Portland Global Advisors’s Walmart Inc WMT Stock Holding History

Portland Global 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 		$390K Buy
3,136
+897
+40% +$110K 0.04% 106
2025
Q4 		$249K Hold
2,239
– – 0.03% 130
2025
Q3 		$231K Buy
2,239
+150
+7% +$14.9K 0.03% 136
2025
Q2 		$204K Buy
+2,089
New +$199K 0.02% 139

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

Portland Global Advisors's WMT Position: Q1 2026 in Review

Portland Global Advisors increased its Walmart Inc (WMT) stake by 40% in Q1 2026, buying an estimated $110K and bringing the position to 3,136 shares worth $390K. The position accounts for 0.04% of the portfolio, ranked #106.

Portland Global Advisors first reported a position in WMT in Q2 2025 and has held it in 4 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Portland Global Advisors held 3,136 shares of Walmart Inc worth $390K as of Q1 2026.
  • Portland Global Advisors bought 897 Walmart Inc shares in Q1 2026, an estimated $110K.
  • Walmart Inc made up 0.04% of Portland Global Advisors's portfolio in Q1 2026, its #106 holding.
  • Portland Global Advisors first reported a position in Walmart Inc in Q2 2025 and has held it in 4 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Portland Global Advisors's 13F filing for Q1 2026, filed 11 May 2026.