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Richard W. Paul & Associates’s Walmart Inc WMT Stock Holding History

Richard W. Paul & Associates’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 		$1.1M Buy
8,814
+70
+0.8% +$8.59K 0.37% 78
2025
Q4 		$974K Buy
8,744
+359
+4% +$38.5K 0.32% 89
2025
Q3 		$864K Buy
8,385
+86
+1% +$8.56K 0.3% 85
2025
Q2 		$811K Sell
8,299
-1,720
-17% -$164K 0.29% 86
2025
Q1 		$880K Sell
10,019
-2,006
-17% -$188K 0.35% 71
2024
Q4 		$1.09M Sell
12,025
-624
-5% -$54.1K 0.4% 68
2024
Q3 		$1.02M Sell
12,649
-1,614
-11% -$119K 0.37% 73
2024
Q2 		$966K Buy
14,263
+32
+0.2% +$2.02K 0.37% 68
2024
Q1 		$856K Sell
14,231
-154
-1% -$8.81K 0.34% 78
2023
Q4 		$756K Sell
14,385
-96
-0.7% -$5.08K 0.32% 83
2023
Q3 		$772K Buy
14,481
+765
+6% +$40.7K 0.35% 77
2023
Q2 		$719K Sell
13,716
-6,348
-32% -$320K 0.31% 90
2023
Q1 		$986K Buy
20,064
+651
+3% +$30.9K 0.45% 60
2022
Q4 		$918K Buy
+19,413
New +$922K 0.46% 64

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

Richard W. Paul & Associates's WMT Position: Q1 2026 in Review

Richard W. Paul & Associates increased its Walmart Inc (WMT) stake by 0.8% in Q1 2026, buying an estimated $8.59K and bringing the position to 8,814 shares worth $1.1M. The position accounts for 0.37% of the portfolio, ranked #78.

Richard W. Paul & Associates first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Richard W. Paul & Associates held 8,814 shares of Walmart Inc worth $1.1M as of Q1 2026.
  • Richard W. Paul & Associates bought 70 Walmart Inc shares in Q1 2026, an estimated $8.59K.
  • Walmart Inc made up 0.37% of Richard W. Paul & Associates's portfolio in Q1 2026, its #78 holding.
  • Richard W. Paul & Associates first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Richard W. Paul & Associates's 13F filing for Q1 2026, filed 13 May 2026.