PS
WMT icon

Principal Securities’s Walmart Inc WMT Stock Holding History

Principal Securities’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 		$16.2M Sell
130,318
-3,719
-3% -$457K 0.24% 77
2025
Q4 		$14.9M Buy
134,037
+16,942
+14% +$1.82M 0.23% 79
2025
Q3 		$12.1M Sell
117,095
-188
-0.2% -$18.7K 0.2% 97
2025
Q2 		$11.5M Buy
117,283
+13,519
+13% +$1.29M 0.22% 86
2025
Q1 		$9.38M Buy
103,764
+362
+0.4% +$34K 0.21% 98
2024
Q4 		$9.34M Buy
103,402
+12,371
+14% +$1.07M 0.21% 97
2024
Q3 		$7.35M Buy
91,031
+8,080
+10% +$593K 0.18% 106
2024
Q2 		$5.62M Buy
82,951
+10,400
+14% +$655K 0.15% 119
2024
Q1 		$4.37M Buy
72,551
+6,464
+10% +$370K 0.14% 144
2023
Q4 		$3.47M Buy
+66,087
New +$3.5M 0.13% 158

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

Principal Securities's WMT Position: Q1 2026 in Review

Principal Securities reduced its Walmart Inc (WMT) stake by 2.8% in Q1 2026, selling an estimated $457K and leaving 130,318 shares worth $16.2M. The position accounts for 0.24% of the portfolio, ranked #77.

Principal Securities first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Principal Securities held 130,318 shares of Walmart Inc worth $16.2M as of Q1 2026.
  • Principal Securities sold 3,719 Walmart Inc shares in Q1 2026, an estimated $457K.
  • Walmart Inc made up 0.24% of Principal Securities's portfolio in Q1 2026, its #77 holding.
  • Principal Securities first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.