RIS
WMT icon

Richmond Investment Services’s Walmart Inc WMT Stock Holding History

Richmond Investment Services’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 		$865K Buy
6,960
+1,028
+17% +$126K 0.14% 103
2025
Q4 		$661K Buy
5,932
+269
+5% +$28.9K 0.11% 113
2025
Q3 		$584K Sell
5,663
-1,756
-24% -$175K 0.11% 125
2025
Q2 		$725K Buy
+7,419
New +$707K 0.15% 93

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

Richmond Investment Services's WMT Position: Q1 2026 in Review

Richmond Investment Services increased its Walmart Inc (WMT) stake by 17% in Q1 2026, buying an estimated $126K and bringing the position to 6,960 shares worth $865K. The position accounts for 0.14% of the portfolio, ranked #103.

Richmond Investment Services first reported a position in WMT in Q2 2025 and has held it in 4 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Richmond Investment Services held 6,960 shares of Walmart Inc worth $865K as of Q1 2026.
  • Richmond Investment Services bought 1,028 Walmart Inc shares in Q1 2026, an estimated $126K.
  • Walmart Inc made up 0.14% of Richmond Investment Services's portfolio in Q1 2026, its #103 holding.
  • Richmond Investment Services first reported a position in Walmart Inc in Q2 2025 and has held it in 4 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.