Regatta Capital Group’s Walmart Inc WMT Stock Holding History

Regatta Capital Group’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	$286K	Buy	2,301 +435	+23%	+$53.4K	0.04%	173
2025 Q4	$208K	Buy	+1,866	New	+$200K	0.03%	200

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

Regatta Capital Group's WMT Position: Q1 2026 in Review

Regatta Capital Group increased its Walmart Inc (WMT) stake by 23% in Q1 2026, buying an estimated $53.4K and bringing the position to 2,301 shares worth $286K. The position accounts for 0.04% of the portfolio, ranked #173.

Regatta Capital Group first reported a position in WMT in Q4 2025 and has held it in 2 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Regatta Capital Group held 2,301 shares of Walmart Inc worth $286K as of Q1 2026.
Regatta Capital Group bought 435 Walmart Inc shares in Q1 2026, an estimated $53.4K.
Walmart Inc made up 0.04% of Regatta Capital Group's portfolio in Q1 2026, its #173 holding.
Regatta Capital Group first reported a position in Walmart Inc in Q4 2025 and has held it in 2 quarters since.
4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Regatta Capital Group's 13F filing for Q1 2026, filed 15 Apr 2026.