RS
WMT icon

R Squared’s Walmart Inc WMT Stock Holding History

R Squared’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 		– Sell
-3,069
Closed -$342K – 678
2025
Q4 		$342K Sell
3,069
-2,417
-44% -$260K 0.16% 193
2025
Q3 		$565K Sell
5,486
-6,972
-56% -$694K 0.24% 120
2025
Q2 		$1.22M Sell
12,458
-92
-0.7% -$8.77K 0.67% 30
2025
Q1 		$1.1M Buy
12,550
+9,824
+360% +$922K 1.18% 7
2024
Q4 		$246K Buy
+2,726
New +$237K 0.24% 84

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

R Squared's WMT Position: Q1 2026 in Review

R Squared sold out of Walmart Inc (WMT) in Q1 2026, closing a stake of 3,069 shares — an estimated $342K sold.

R Squared first reported a position in WMT in Q4 2024 and held it in 5 quarters. The position peaked at $1.22M in Q2 2025. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • R Squared reported no remaining Walmart Inc position as of Q1 2026 after selling out during the quarter.
  • R Squared sold 3,069 Walmart Inc shares in Q1 2026, an estimated $342K.
  • R Squared first reported a position in Walmart Inc in Q4 2024 and held it in 5 quarters.
  • R Squared's Walmart Inc position peaked at $1.22M in Q2 2025.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.