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Saranac Partners’s Walmart Inc WMT Stock Holding History

Saranac Partners’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 		$6.87M Sell
55,270
-21,520
-28% -$2.64M 2.94% 11
2025
Q4 		$8.57M Buy
76,790
+11,517
+18% +$1.24M 3.35% 9
2025
Q3 		$6.73M Buy
65,273
+3,958
+6% +$394K 1.22% 19
2025
Q2 		$6M Sell
61,315
-6,020
-9% -$574K 3.18% 10
2025
Q1 		$5.91M Sell
67,335
-11,502
-15% -$1.08M 3.36% 10
2024
Q4 		$7.12M Buy
+78,837
New +$6.84M 3.93% 3
2024
Q3 		– Sell
-99,392
Closed -$6.73M – 76
2024
Q2 		$6.73M Sell
99,392
-4,158
-4% -$262K 4% 3
2024
Q1 		$6.23M Sell
103,550
-8,308
-7% -$475K 3.81% 4
2023
Q4 		$5.88M Sell
111,858
-52,014
-32% -$2.75M 3.88% 4
2023
Q3 		$8.74M Sell
163,872
-2,865
-2% -$152K 4.91% 3
2023
Q2 		$8.74M Buy
166,737
+9,885
+6% +$499K 4.63% 4
2023
Q1 		$7.71M Buy
156,852
+111,327
+245% +$5.28M 4.54% 3
2022
Q4 		$2.15M Buy
+45,525
New +$2.16M 3.9% 9

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Saranac Partners's WMT Position: Q1 2026 in Review

Saranac Partners reduced its Walmart Inc (WMT) stake by 28% in Q1 2026, selling an estimated $2.64M and leaving 55,270 shares worth $6.87M. The position accounts for 2.94% of the portfolio, ranked #11.

Saranac Partners first reported a position in WMT in Q4 2022 and has held it in 13 quarters since. The position peaked at $8.74M in Q3 2023. 4,440 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Saranac Partners held 55,270 shares of Walmart Inc worth $6.87M as of Q1 2026.
  • Saranac Partners sold 21,520 Walmart Inc shares in Q1 2026, an estimated $2.64M.
  • Walmart Inc made up 2.94% of Saranac Partners's portfolio in Q1 2026, its #11 holding.
  • Saranac Partners first reported a position in Walmart Inc in Q4 2022 and has held it in 13 quarters since.
  • Saranac Partners's Walmart Inc position peaked at $8.74M in Q3 2023.
  • 4,440 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Saranac Partners's 13F filing for Q1 2026, filed 15 May 2026.