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RW Investment Management’s Walmart Inc WMT Stock Holding History

RW Investment Management’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 		$1.51M Buy
+12,110
New +$1.49M 0.15% 32
2025
Q3 		$1.26M Sell
12,256
-300
-2% -$29.9K 0.13% 37
2025
Q2 		$1.23M Buy
12,556
+10
+0.1% +$953 0.14% 35
2025
Q1 		$1.1M Buy
12,546
+167
+1% +$15.7K 0.14% 35
2024
Q4 		$1.12M Sell
12,379
-30
-0.2% -$2.6K 0.14% 35
2024
Q3 		$1M Hold
12,409
– – 0.12% 38
2024
Q2 		$840K Sell
12,409
-441
-3% -$27.8K 0.11% 41
2024
Q1 		$773K Sell
12,850
-29
-0.2% -$1.66K 0.11% 44
2023
Q4 		$677K Hold
12,879
– – 0.1% 44
2023
Q3 		$687K Sell
12,879
-1,968
-13% -$105K 0.12% 36
2023
Q2 		$778K Hold
14,847
– – 0.16% 34
2023
Q1 		$730K Hold
14,847
– – 0.2% 35
2022
Q4 		$702K Buy
+14,847
New +$705K 0.28% 35

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

RW Investment Management's WMT Position: Q1 2026 in Review

RW Investment Management opened a new position in Walmart Inc (WMT) in Q1 2026: 12,110 shares worth $1.51M. The stake represents 0.15% of the portfolio and ranks #32 among its holdings. This is a return to the name: RW Investment Management previously reported a position in WMT as recently as Q3 2025.

RW Investment Management first reported a position in WMT in Q4 2022 and has held it in 13 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • RW Investment Management held 12,110 shares of Walmart Inc worth $1.51M as of Q1 2026.
  • Walmart Inc was a new RW Investment Management position in Q1 2026.
  • Walmart Inc made up 0.15% of RW Investment Management's portfolio in Q1 2026, its #32 holding.
  • RW Investment Management first reported a position in Walmart Inc in Q4 2022 and has held it in 13 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.