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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
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 $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

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

Redwood Investment Management increased its Walmart Inc (WMT) stake by 5.9% in Q1 2026, buying an estimated $150K and bringing the position to 21,792 shares worth $2.71M. The position accounts for 0.34% of the portfolio, ranked #37.

Redwood Investment Management first reported a position in WMT in Q3 2020 and has held it in 16 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Redwood Investment Management held 21,792 shares of Walmart Inc worth $2.71M as of Q1 2026.
  • Redwood Investment Management bought 1,221 Walmart Inc shares in Q1 2026, an estimated $150K.
  • Walmart Inc made up 0.34% of Redwood Investment Management's portfolio in Q1 2026, its #37 holding.
  • Redwood Investment Management first reported a position in Walmart Inc in Q3 2020 and has held it in 16 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Redwood Investment Management's 13F filing for Q1 2026, filed 14 May 2026.