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Rehmann Capital Advisory Group’s Walmart Inc WMT Stock Holding History

Rehmann Capital Advisory 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 		$7.2M Sell
57,969
-9,001
-13% -$1.11M 0.38% 50
2025
Q4 		$7.46M Sell
66,970
-1,853
-3% -$199K 0.39% 49
2025
Q3 		$7.09M Sell
68,823
-4,170
-6% -$415K 0.39% 47
2025
Q2 		$7.14M Sell
72,993
-1,320
-2% -$126K 0.43% 45
2025
Q1 		$6.52M Buy
74,313
+2,566
+4% +$241K 0.41% 49
2024
Q4 		$6.48M Sell
71,747
-551
-0.8% -$47.8K 0.41% 50
2024
Q3 		$5.85M Sell
72,298
-5,790
-7% -$425K 0.38% 52
2024
Q2 		$5.29M Buy
78,088
+4,907
+7% +$309K 0.38% 52
2024
Q1 		$4.4M Buy
73,181
+15,521
+27% +$888K 0.33% 58
2023
Q4 		$3.03M Sell
57,660
-96
-0.2% -$5.08K 0.25% 77
2023
Q3 		$3.08M Buy
57,756
+72
+0.1% +$3.83K 0.29% 68
2023
Q2 		$3.02M Buy
57,684
+900
+2% +$45.4K 0.27% 72
2023
Q1 		$2.79M Buy
56,784
+210
+0.4% +$9.97K 0.26% 83
2022
Q4 		$2.67M Sell
56,574
-3
-0% -$142 0.27% 79
2022
Q3 		$2.45M Buy
56,577
+1,452
+3% +$63.6K 0.27% 75
2022
Q2 		$2.23M Sell
55,125
-1,896
-3% -$87.4K 0.25% 82
2022
Q1 		$2.83M Buy
57,021
+618
+1% +$29K 0.27% 70
2021
Q4 		$2.72M Buy
56,403
+621
+1% +$29.6K 0.25% 71
2021
Q3 		$2.59M Buy
55,782
+300
+0.5% +$14.5K 0.25% 74
2021
Q2 		$2.61M Sell
55,482
-6
-0% -$279 0.25% 70
2021
Q1 		$2.51M Buy
55,488
+1,098
+2% +$50.9K 0.26% 71
2020
Q4 		$2.61M Buy
54,390
+561
+1% +$27.2K 0.3% 64
2020
Q3 		$2.51M Buy
53,829
+246
+0.5% +$10.9K 0.32% 62
2020
Q2 		$2.14M Buy
53,583
+5,289
+11% +$218K 0.29% 67
2020
Q1 		$1.83M Buy
+48,294
New +$1.86M 0.3% 58
2019
Q3 		$1.94M Sell
48,999
-297
-0.6% -$11.2K 0.23% 47
2019
Q2 		$1.82M Buy
49,296
+1,737
+4% +$59.9K 0.22% 73
2019
Q1 		$1.55M Sell
47,559
-4,284
-8% -$139K 0.21% 81
2018
Q4 		$1.61M Buy
51,843
+930
+2% +$29.8K 0.24% 47
2018
Q3 		$1.59M Buy
50,913
+759
+2% +$23.2K 0.22% 80
2018
Q2 		$1.43M Sell
50,154
-4,710
-9% -$134K 0.21% 88
2018
Q1 		$1.63M Sell
54,864
-8,931
-14% -$287K 0.25% 75
2017
Q4 		$2.1M Sell
63,795
-471
-0.7% -$14.4K 0.35% 59
2017
Q3 		$1.67M Sell
64,266
-1,659
-3% -$43.5K 0.3% 67
2017
Q2 		$1.66M Sell
65,925
-9,000
-12% -$228K 0.32% 65
2017
Q1 		$1.8M Buy
74,925
+9,156
+14% +$211K 0.3% 68
2016
Q4 		$1.51M Buy
65,769
+4,998
+8% +$117K 0.28% 73
2016
Q3 		$1.46M Sell
60,771
-2,889
-5% -$70.1K 0.28% 71
2016
Q2 		$1.55M Buy
63,660
+4,206
+7% +$97.4K 0.29% 73
2016
Q1 		$1.36M Buy
59,454
+15,762
+36% +$346K 0.26% 83
2015
Q4 		$893K Buy
43,692
+9,099
+26% +$183K 0.19% 102
2015
Q3 		$748K Sell
34,593
-2,898
-8% -$66.5K 0.17% 109
2015
Q2 		$886K Sell
37,491
-489
-1% -$12.5K 0.2% 94
2015
Q1 		$1.04M Sell
37,980
-483
-1% -$13.7K 0.24% 86
2014
Q4 		$1.1M Sell
38,463
-171
-0.4% -$4.62K 0.25% 81
2014
Q3 		$985K Buy
38,634
+291
+0.8% +$7.35K 0.23% 84
2014
Q2 		$959K Buy
38,343
+4,890
+15% +$126K 0.23% 80
2014
Q1 		$852K Sell
33,453
-6,426
-16% -$161K 0.23% 83
2013
Q4 		$1.05M Sell
39,879
-150
-0.4% -$3.87K 0.32% 68
2013
Q3 		$987K Sell
40,029
-369
-0.9% -$9.3K 0.32% 64
2013
Q2 		$1M Buy
+40,398
New +$1.04M 0.35% 63

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

Rehmann Capital Advisory Group's WMT Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its Walmart Inc (WMT) stake by 13% in Q1 2026, selling an estimated $1.11M and leaving 57,969 shares worth $7.2M. The position accounts for 0.38% of the portfolio, ranked #50.

Rehmann Capital Advisory Group first reported a position in WMT in Q2 2013 and has held it in 51 quarters since. The position peaked at $7.46M in Q4 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Rehmann Capital Advisory Group held 57,969 shares of Walmart Inc worth $7.2M as of Q1 2026.
  • Rehmann Capital Advisory Group sold 9,001 Walmart Inc shares in Q1 2026, an estimated $1.11M.
  • Walmart Inc made up 0.38% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #50 holding.
  • Rehmann Capital Advisory Group first reported a position in Walmart Inc in Q2 2013 and has held it in 51 quarters since.
  • Rehmann Capital Advisory Group's Walmart Inc position peaked at $7.46M in Q4 2025.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.