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Redwood Investment Management’s Walmart Inc WMT Stock Holding History

Redwood 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
Q2 		$2.36M Sell
20,826
-966
-4% -$120K 0.23% 42
2026
Q1 		$2.71M Buy
21,792
+1,221
+6% +$150K 0.34% 37
2025
Q4 		$2.29M Buy
20,571
+436
+2% +$46.8K 0.26% 72
2025
Q3 		$2.08M Buy
20,135
+11,301
+128% +$1.13M 0.22% 75
2025
Q2 		$864K Sell
8,834
-1,153
-12% -$110K 0.09% 230
2025
Q1 		$877K Buy
9,987
+1,961
+24% +$184K 0.1% 225
2024
Q4 		$725K Sell
8,026
-82
-1% -$7.12K 0.07% 243
2024
Q3 		$655K Sell
8,108
-99
-1% -$7.27K 0.06% 250
2024
Q2 		$556K Sell
8,207
-535
-6% -$33.7K 0.05% 265
2024
Q1 		$526K Sell
8,742
-3,123
-26% -$179K 0.05% 280
2023
Q4 		$623K Buy
+11,865
New +$628K 0.06% 273
2023
Q3 		– Sell
-4,002
Closed -$210K – 360
2023
Q2 		$210K Buy
+4,002
New +$202K 0.02% 222
2021
Q4 		– Sell
-8,697
Closed -$404K – 319
2021
Q3 		$404K Sell
8,697
-23,259
-73% -$1.12M 0.06% 243
2021
Q2 		$1.5M Buy
31,956
+9,543
+43% +$444K 0.25% 94
2021
Q1 		$1.01M Buy
22,413
+15,444
+222% +$715K 0.19% 127
2020
Q4 		$335K Sell
6,969
-2,088
-23% -$101K 0.06% 234
2020
Q3 		$422K Buy
+9,057
New +$403K 0.1% 223

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Redwood Investment Management's WMT Position: Q2 2026 in Review

Redwood Investment Management reduced its Walmart Inc (WMT) stake by 4.4% in Q2 2026, selling an estimated $120K and leaving 20,826 shares worth $2.36M. The position accounts for 0.23% of the portfolio, ranked #42.

Redwood Investment Management first reported a position in WMT in Q3 2020 and has held it in 17 quarters since. The position peaked at $2.71M in Q1 2026. 4,422 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Redwood Investment Management held 20,826 shares of Walmart Inc worth $2.36M as of Q2 2026.
  • Redwood Investment Management sold 966 Walmart Inc shares in Q2 2026, an estimated $120K.
  • Walmart Inc made up 0.23% of Redwood Investment Management's portfolio in Q2 2026, its #42 holding.
  • Redwood Investment Management first reported a position in Walmart Inc in Q3 2020 and has held it in 17 quarters since.
  • Redwood Investment Management's Walmart Inc position peaked at $2.71M in Q1 2026.
  • 4,422 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Redwood Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.