Proficio Capital Partners’s Walmart Inc WMT Stock Holding History

Proficio Capital 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	$9.47M	Buy	76,228 +53	+0.1%	+$6.51K	0.51%	43
2025 Q4	$8.49M	Sell	76,175 -539	-0.7%	-$57.9K	0.6%	34
2025 Q3	$7.91M	Sell	76,714 -17,841	-19%	-$1.78M	0.54%	33
2025 Q2	$9.25M	Buy	94,555 +3,644	+4%	+$347K	0.58%	37
2025 Q1	$8.06M	Buy	90,911 +488	+0.5%	+$45.8K	0.62%	37
2024 Q4	$8.17M	Buy	90,423 +5,765	+7%	+$500K	0.66%	29
2024 Q3	$6.84M	Sell	84,658 -3,785	-4%	-$278K	0.68%	30
2024 Q2	$5.99M	Buy	88,443 +475	+0.5%	+$29.9K	0.63%	26
2024 Q1	$5.29M	Sell	87,968 -5,950	-6%	-$340K	0.58%	37
2023 Q4	$4.94M	Sell	93,918 -228	-0.2%	-$12.1K	0.61%	30
2023 Q3	$5.02M	Buy	94,146 +561	+0.6%	+$29.9K	0.67%	27
2023 Q2	$4.9M	Buy	93,585 +594	+0.6%	+$30K	0.67%	27
2023 Q1	$4.57M	Buy	92,991 +45	+0%	+$2.14K	0.73%	22
2022 Q4	$4.39M	Buy	92,946 +1,734	+2%	+$82.3K	0.83%	19
2022 Q3	$3.95M	Buy	91,212 +1,515	+2%	+$66.4K	0.73%	23
2022 Q2	$3.63M	Sell	89,697 -2,055	-2%	-$94.8K	0.68%	29
2022 Q1	$4.55M	Sell	91,752 -2,394	-3%	-$112K	0.68%	31
2021 Q4	$4.54M	Buy	94,146 +144	+0.2%	+$6.88K	0.63%	34
2021 Q3	$4.37M	Buy	94,002 +294	+0.3%	+$14.2K	0.57%	40
2021 Q2	$4.41M	Buy	93,708 +1,029	+1%	+$47.9K	0.54%	41
2021 Q1	$4.2M	Buy	92,679 +28,614	+45%	+$1.33M	0.54%	37
2020 Q4	$3.08M	Buy	64,065 +777	+1%	+$37.7K	0.48%	39
2020 Q3	$2.9M	Buy	63,288 +1,191	+2%	+$53K	0.51%	33
2020 Q2	$2.48M	Buy	62,097 +1,194	+2%	+$49.1K	0.51%	31
2020 Q1	$2.59M	Buy	60,903 +3,435	+6%	+$132K	0.65%	31
2019 Q4	$2.28M	Buy	57,468 +219	+0.4%	+$8.7K	0.66%	34
2019 Q3	$2.27M	Sell	57,249 -1,212	-2%	-$45.7K	0.84%	30
2019 Q2	$2.15M	Buy	58,461 +963	+2%	+$33.2K	0.74%	30
2019 Q1	$1.87M	Buy	57,498 +3,333	+6%	+$108K	0.67%	31
2018 Q4	$1.68M	Buy	54,165 +573	+1%	+$18.4K	0.75%	31
2018 Q3	$1.68M	Buy	53,592 +606	+1%	+$18.5K	0.55%	32
2018 Q2	$1.51M	Sell	52,986 -525	-1%	-$14.9K	0.62%	34
2018 Q1	$1.59M	Buy	53,511 +300	+0.6%	+$9.65K	0.47%	37
2017 Q4	$1.75M	Buy	53,211 +318	+0.6%	+$9.73K	0.56%	36
2017 Q3	$1.38M	Buy	52,893 +69	+0.1%	+$1.81K	0.56%	37
2017 Q2	$1.42M	Buy	52,824 +7,980	+18%	+$203K	0.59%	37
2017 Q1	$1.17M	Sell	44,844 -34,443	-43%	-$793K	0.51%	50
2016 Q4	$1.83M	Sell	79,287 -6,300	-7%	-$147K	0.78%	27
2016 Q3	$2.06M	Buy	85,587 +285	+0.3%	+$6.91K	1.19%	18
2016 Q2	$2.08M	Buy	85,302 +24,234	+40%	+$561K	1.31%	14
2016 Q1	$1.39M	Buy	61,068 +27,978	+85%	+$613K	1.17%	21
2015 Q4	$676K	Buy	+33,090	New	+$664K	0.66%	47

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

Proficio Capital Partners's WMT Position: Q1 2026 in Review

Proficio Capital Partners increased its Walmart Inc (WMT) stake by 0.07% in Q1 2026, buying an estimated $6.51K and bringing the position to 76,228 shares worth $9.47M. The position accounts for 0.51% of the portfolio, ranked #43.

Proficio Capital Partners first reported a position in WMT in Q4 2015 and has held it in 42 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Proficio Capital Partners held 76,228 shares of Walmart Inc worth $9.47M as of Q1 2026.
Proficio Capital Partners bought 53 Walmart Inc shares in Q1 2026, an estimated $6.51K.
Walmart Inc made up 0.51% of Proficio Capital Partners's portfolio in Q1 2026, its #43 holding.
Proficio Capital Partners first reported a position in Walmart Inc in Q4 2015 and has held it in 42 quarters since.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.