Principal Street Partners’s Walmart Inc WMT Stock Holding History

Principal Street Partners’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	$594K	Sell	4,778 -25	-0.5%	-$3.07K	0.1%	126
2025 Q4	$535K	Hold	4,803	–	–	0.09%	130
2025 Q3	$495K	Sell	4,803 -3,727	-44%	-$371K	0.08%	133
2025 Q2	$834K	Buy	8,530 +4,490	+111%	+$428K	0.08%	140
2025 Q1	$355K	Hold	4,040	–	–	0.07%	155
2024 Q4	$365K	Hold	4,040	–	–	0.07%	144
2024 Q3	$274K	Hold	4,040	–	–	0.04%	185
2024 Q2	$274K	Hold	4,040	–	–	0.05%	187
2024 Q1	$244K	Sell	4,040 -145	-3%	-$8.3K	0.05%	212
2023 Q4	$220K	Sell	4,185 -3,423	-45%	-$181K	0.05%	195
2023 Q3	$405K	Buy	+7,608	New	+$405K	0.08%	172
2022 Q2	–	Sell	-4,620	Closed	-$229K	–	226
2022 Q1	$229K	Buy	+4,620	New	+$217K	0.05%	197
2021 Q4	–	Sell	-4,746	Closed	-$220K	–	215
2021 Q3	$220K	Buy	+4,746	New	+$229K	0.06%	179

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

Principal Street Partners's WMT Position: Q1 2026 in Review

Principal Street Partners reduced its Walmart Inc (WMT) stake by 0.52% in Q1 2026, selling an estimated $3.07K and leaving 4,778 shares worth $594K. The position accounts for 0.1% of the portfolio, ranked #126.

Principal Street Partners first reported a position in WMT in Q3 2021 and has held it in 13 quarters since. The position peaked at $834K in Q2 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Principal Street Partners held 4,778 shares of Walmart Inc worth $594K as of Q1 2026.
Principal Street Partners sold 25 Walmart Inc shares in Q1 2026, an estimated $3.07K.
Walmart Inc made up 0.1% of Principal Street Partners's portfolio in Q1 2026, its #126 holding.
Principal Street Partners first reported a position in Walmart Inc in Q3 2021 and has held it in 13 quarters since.
Principal Street Partners's Walmart Inc position peaked at $834K in Q2 2025.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.