Roble Belko & Company’s Walmart Inc WMT Stock Holding History

Roble Belko & Company’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	$78K	Sell	629 -297	-32%	-$36.5K	0.01%	181
2025 Q4	$103K	Buy	926 +604	+188%	+$64.9K	0.01%	167
2025 Q3	$33K	Buy	322 +219	+213%	+$21.8K	﹤0.01%	200
2025 Q2	$10K	Sell	103 -51	-33%	-$4.86K	﹤0.01%	273
2025 Q1	$14K	Buy	154 +57	+59%	+$5.35K	﹤0.01%	240
2024 Q4	$9K	Hold	97	–	–	﹤0.01%	254
2024 Q3	$8K	Sell	97 -291	-75%	-$21.4K	﹤0.01%	249
2024 Q2	$26K	Buy	388 +31	+9%	+$1.95K	﹤0.01%	199
2024 Q1	$21K	Sell	357 -21	-6%	-$1.2K	﹤0.01%	214
2023 Q4	$20K	Hold	378	–	–	﹤0.01%	206
2023 Q3	$20K	Hold	378	–	–	﹤0.01%	182
2023 Q2	$20K	Buy	378 +21	+6%	+$1.06K	﹤0.01%	187
2023 Q1	$18K	Hold	357	–	–	﹤0.01%	205
2022 Q4	$17K	Hold	357	–	–	﹤0.01%	223
2022 Q3	$15K	Buy	357 +12	+3%	+$526	﹤0.01%	220
2022 Q2	$14K	Hold	345	–	–	﹤0.01%	229
2022 Q1	$17K	Hold	345	–	–	﹤0.01%	258
2021 Q4	$17K	Hold	345	–	–	﹤0.01%	230
2021 Q3	$16K	Hold	345	–	–	﹤0.01%	225
2021 Q2	$16K	Hold	345	–	–	﹤0.01%	238
2021 Q1	$16K	Sell	345 -261	-43%	-$12.1K	﹤0.01%	227
2020 Q4	$29K	Hold	606	–	–	0.01%	167
2020 Q3	$28K	Buy	606 +3	+0.5%	+$133	0.01%	168
2020 Q2	$24K	Hold	603	–	–	0.01%	183
2020 Q1	$23K	Buy	603 +3	+0.5%	+$115	0.01%	186
2019 Q4	$24K	Hold	600	–	–	0.01%	199
2019 Q3	$24K	Hold	600	–	–	0.01%	188
2019 Q2	$22K	Buy	600 +3	+0.5%	+$103	0.01%	195
2019 Q1	$19K	Buy	597 +3	+0.5%	+$97	0.01%	173
2018 Q4	$18K	Hold	594	–	–	0.01%	160
2018 Q3	$19K	Hold	594	–	–	0.01%	167
2018 Q2	$17K	Sell	594 -18	-3%	-$512	0.01%	180
2018 Q1	$18K	Sell	612 -369	-38%	-$11.9K	0.01%	186
2017 Q4	$32K	Hold	981	–	–	0.01%	143
2017 Q3	$26K	Hold	981	–	–	0.01%	125
2017 Q2	$25K	Hold	981	–	–	0.01%	127
2017 Q1	$24K	Hold	981	–	–	0.01%	132
2016 Q4	$23K	Sell	981 -621	-39%	-$14.5K	0.01%	143
2016 Q3	$39K	Buy	1,602 +321	+25%	+$7.79K	0.02%	123
2016 Q2	$31K	Hold	1,281	–	–	0.02%	120
2016 Q1	$29K	Hold	1,281	–	–	0.02%	116
2015 Q4	$26K	Buy	1,281 +615	+92%	+$12.3K	0.02%	111
2015 Q3	$14K	Hold	666	–	–	0.01%	130
2015 Q2	$16K	Hold	666	–	–	0.01%	141
2015 Q1	$18K	Buy	+666	New	+$18.9K	0.01%	138

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

Roble Belko & Company's WMT Position: Q1 2026 in Review

Roble Belko & Company reduced its Walmart Inc (WMT) stake by 32% in Q1 2026, selling an estimated $36.5K and leaving 629 shares worth $78K. The position accounts for 0.01% of the portfolio, ranked #181.

Roble Belko & Company first reported a position in WMT in Q1 2015 and has held it in 45 quarters since. The position peaked at $103K in Q4 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Roble Belko & Company held 629 shares of Walmart Inc worth $78K as of Q1 2026.
Roble Belko & Company sold 297 Walmart Inc shares in Q1 2026, an estimated $36.5K.
Walmart Inc made up 0.01% of Roble Belko & Company's portfolio in Q1 2026, its #181 holding.
Roble Belko & Company first reported a position in Walmart Inc in Q1 2015 and has held it in 45 quarters since.
Roble Belko & Company's Walmart Inc position peaked at $103K in Q4 2025.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.