Quest Investment Management’s Walmart Inc WMT Stock Holding History

Quest Investment Management’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	$9.91M	Hold	79,740	–	–	1.16%	22
2025 Q4	$8.88M	Hold	79,740	–	–	0.96%	25
2025 Q3	$8.22M	Hold	79,740	–	–	0.86%	42
2025 Q2	$7.8M	Hold	79,740	–	–	0.86%	39
2025 Q1	$7M	Hold	79,740	–	–	0.87%	42
2024 Q4	$7.2M	Hold	79,740	–	–	0.84%	40
2024 Q3	$6.44M	Hold	79,740	–	–	0.75%	39
2024 Q2	$5.4M	Hold	79,740	–	–	0.6%	40
2024 Q1	$4.8M	Hold	79,740	–	–	0.54%	43
2023 Q4	$4.19M	Hold	79,740	–	–	0.53%	41
2023 Q3	$4.25M	Hold	79,740	–	–	0.6%	43
2023 Q2	$4.18M	Hold	79,740	–	–	0.57%	43
2023 Q1	$3.92M	Hold	79,740	–	–	0.54%	45
2022 Q4	$3.77M	Hold	79,740	–	–	0.46%	58
2022 Q3	$3.45M	Hold	79,740	–	–	0.43%	59
2022 Q2	$3.23M	Hold	79,740	–	–	0.38%	68
2022 Q1	$3.96M	Hold	79,740	–	–	0.38%	56
2021 Q4	$3.85M	Hold	79,740	–	–	0.33%	69
2021 Q3	$3.71M	Hold	79,740	–	–	0.34%	68
2021 Q2	$3.75M	Hold	79,740	–	–	0.34%	65
2021 Q1	$3.61M	Hold	79,740	–	–	0.33%	64
2020 Q4	$3.83M	Hold	79,740	–	–	0.35%	64
2020 Q3	$3.72M	Buy	79,740 +6,840	+9%	+$304K	0.36%	65
2020 Q2	$2.91M	Hold	72,900	–	–	0.33%	60
2020 Q1	$2.76M	Hold	72,900	–	–	0.39%	55
2019 Q4	$2.89M	Hold	72,900	–	–	0.33%	66
2019 Q3	$2.88M	Hold	72,900	–	–	0.36%	60
2019 Q2	$2.69M	Hold	72,900	–	–	0.33%	66
2019 Q1	$2.37M	Hold	72,900	–	–	0.31%	64
2018 Q4	$2.26M	Hold	72,900	–	–	0.35%	59
2018 Q3	$2.28M	Hold	72,900	–	–	0.32%	67
2018 Q2	$2.08M	Hold	72,900	–	–	0.31%	69
2018 Q1	$2.16M	Hold	72,900	–	–	0.33%	71
2017 Q4	$2.4M	Hold	72,900	–	–	0.35%	62
2017 Q3	$1.9M	Hold	72,900	–	–	0.24%	71
2017 Q2	$1.84M	Hold	72,900	–	–	0.24%	70
2017 Q1	$1.75M	Hold	72,900	–	–	0.24%	67
2016 Q4	$1.68M	Hold	72,900	–	–	0.21%	63
2016 Q3	$1.75M	Sell	72,900 -60,000	-45%	-$1.46M	0.23%	70
2016 Q2	$3.23M	Hold	132,900	–	–	0.44%	67
2016 Q1	$3.03M	Hold	132,900	–	–	0.42%	63
2015 Q4	$2.72M	Hold	132,900	–	–	0.37%	66
2015 Q3	$2.87M	Hold	132,900	–	–	0.4%	68
2015 Q2	$3.14M	Hold	132,900	–	–	0.44%	74
2015 Q1	$3.64M	Hold	132,900	–	–	0.49%	83
2014 Q4	$3.8M	Hold	132,900	–	–	0.45%	84
2014 Q3	$3.39M	Hold	132,900	–	–	0.36%	87
2014 Q2	$3.33M	Hold	132,900	–	–	0.33%	89
2014 Q1	$3.39M	Hold	132,900	–	–	0.32%	87
2013 Q4	$3.49M	Hold	132,900	–	–	0.3%	88
2013 Q3	$3.28M	Hold	132,900	–	–	0.28%	88
2013 Q2	$3.3M	Buy	+132,900	New	+$3.41M	0.25%	75

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

Quest Investment Management's WMT Position: Q1 2026 in Review

Quest Investment Management held its Walmart Inc (WMT) position steady in Q1 2026 at 79,740 shares worth $9.91M. The position accounts for 1.16% of the portfolio, ranked #22.

Quest Investment Management first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Quest Investment Management held 79,740 shares of Walmart Inc worth $9.91M as of Q1 2026.
Quest Investment Management left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up 1.16% of Quest Investment Management's portfolio in Q1 2026, its #22 holding.
Quest Investment Management first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Quest Investment Management's 13F filing for Q1 2026, filed 15 May 2026.