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Ranch Capital Advisors’s Walmart Inc WMT Stock Holding History

Ranch Capital Advisors’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 		$628K Buy
5,048
+3
+0.1% +$368 0.23% 91
2025
Q4 		$562K Buy
5,045
+100
+2% +$10.7K 0.21% 98
2025
Q3 		$510K Sell
4,945
-95
-2% -$9.46K 0.2% 100
2025
Q2 		$493K Buy
5,040
+10
+0.2% +$953 0.21% 100
2025
Q1 		$442K Sell
5,030
-128
-2% -$12K 0.21% 99
2024
Q4 		$466K Buy
5,158
+416
+9% +$36.1K 0.22% 99
2024
Q3 		$383K Buy
4,742
+5
+0.1% +$367 0.18% 113
2024
Q2 		$321K Buy
4,737
+734
+18% +$46.2K 0.17% 118
2024
Q1 		$241K Buy
4,003
+7
+0.2% +$401 0.13% 134
2023
Q4 		$210K Hold
3,996
– – 0.13% 135
2023
Q3 		$213K Buy
3,996
+42
+1% +$2.23K 0.15% 126
2023
Q2 		$207K Buy
+3,954
New +$199K 0.15% 136
2021
Q4 		– Sell
-3,648
Closed -$169K – 602
2021
Q3 		$169K Buy
3,648
+1,056
+41% +$50.9K 0.11% 162
2021
Q2 		$121K Hold
2,592
– – 0.07% 197
2021
Q1 		$117K Sell
2,592
-300
-10% -$13.9K 0.08% 197
2020
Q4 		$138K Sell
2,892
-4,212
-59% -$205K 0.1% 178
2020
Q3 		$331K Buy
7,104
+33
+0.5% +$1.47K 0.27% 98
2020
Q2 		$310K Sell
7,071
-606
-8% -$24.9K 0.24% 104
2020
Q1 		$290K Sell
7,677
-15,045
-66% -$579K 0.29% 92
2019
Q4 		$900K Sell
22,722
-750
-3% -$29.8K 0.73% 27
2019
Q3 		$929K Buy
+23,472
New +$886K 1% 20

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

Ranch Capital Advisors's WMT Position: Q1 2026 in Review

Ranch Capital Advisors increased its Walmart Inc (WMT) stake by 0.06% in Q1 2026, buying an estimated $368 and bringing the position to 5,048 shares worth $628K. The position accounts for 0.23% of the portfolio, ranked #91.

Ranch Capital Advisors first reported a position in WMT in Q3 2019 and has held it in 21 quarters since. The position peaked at $929K in Q3 2019. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Ranch Capital Advisors held 5,048 shares of Walmart Inc worth $628K as of Q1 2026.
  • Ranch Capital Advisors bought 3 Walmart Inc shares in Q1 2026, an estimated $368.
  • Walmart Inc made up 0.23% of Ranch Capital Advisors's portfolio in Q1 2026, its #91 holding.
  • Ranch Capital Advisors first reported a position in Walmart Inc in Q3 2019 and has held it in 21 quarters since.
  • Ranch Capital Advisors's Walmart Inc position peaked at $929K in Q3 2019.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Ranch Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.