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Sather Financial Group’s Walmart Inc WMT Stock Holding History

Sather Financial Group’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 		$481K Buy
3,872
+1,409
+57% +$173K 0.03% 64
2025
Q4 		$274K Buy
2,463
+174
+8% +$18.7K 0.01% 89
2025
Q3 		$236K Buy
+2,289
New +$228K 0.01% 95
2024
Q1 		– Sell
-279,237
Closed -$14.7M – 104
2023
Q4 		$14.7M Buy
279,237
+6
+0% +$317 1.09% 26
2023
Q3 		$14.9M Buy
279,231
+126
+0% +$6.71K 1.24% 25
2023
Q2 		$14.6M Hold
279,105
– – 1.17% 26
2023
Q1 		$13.7M Hold
279,105
– – 1.19% 26
2022
Q4 		$13.2M Buy
+279,105
New +$13.3M 1.08% 29
2020
Q2 		– Sell
-7,683
Closed -$290K – 57
2020
Q1 		$290K Sell
7,683
-1,098
-13% -$42.2K 0.06% 47
2019
Q4 		$347K Buy
+8,781
New +$349K 0.05% 60
2017
Q3 		– Sell
-371,334
Closed -$9.37M – 72
2017
Q2 		$9.37M Sell
371,334
-13,026
-3% -$331K 2.7% 16
2017
Q1 		$9.23M Sell
384,360
-2,610
-0.7% -$60.1K 2.88% 15
2016
Q4 		$8.92M Sell
386,970
-5,100
-1% -$119K 3.08% 12
2016
Q3 		$9.43M Sell
392,070
-105,675
-21% -$2.56M 3.6% 7
2016
Q2 		$12.1M Buy
497,745
+1,506
+0.3% +$34.9K 4.71% 3
2016
Q1 		$11.3M Buy
496,239
+10,020
+2% +$220K 4.56% 4
2015
Q4 		$9.94M Buy
486,219
+152,781
+46% +$3.07M 4.17% 4
2015
Q3 		$7.21M Buy
333,438
+34,479
+12% +$791K 2.93% 9
2015
Q2 		$7.07M Buy
298,959
+131,256
+78% +$3.35M 2.99% 11
2015
Q1 		$4.61M Buy
167,703
+19,500
+13% +$553K 2.01% 28
2014
Q4 		$4.24M Buy
148,203
+1,950
+1% +$52.7K 1.92% 27
2014
Q3 		$3.73M Buy
146,253
+3,225
+2% +$81.4K 1.69% 31
2014
Q2 		$3.58M Buy
143,028
+5,670
+4% +$146K 1.86% 29
2014
Q1 		$3.5M Buy
137,358
+900
+0.7% +$22.6K 2.21% 22
2013
Q4 		$3.58M Sell
136,458
-1,890
-1% -$48.8K 2.38% 20
2013
Q3 		$3.41M Buy
138,348
+7,200
+5% +$182K 2.45% 19
2013
Q2 		$3.26M Buy
+131,148
New +$3.36M 2.69% 18

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

Sather Financial Group's WMT Position: Q1 2026 in Review

Sather Financial Group increased its Walmart Inc (WMT) stake by 57% in Q1 2026, buying an estimated $173K and bringing the position to 3,872 shares worth $481K. The position accounts for 0.03% of the portfolio, ranked #64.

Sather Financial Group first reported a position in WMT in Q2 2013 and has held it in 27 quarters since. The position peaked at $14.9M in Q3 2023. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Sather Financial Group held 3,872 shares of Walmart Inc worth $481K as of Q1 2026.
  • Sather Financial Group bought 1,409 Walmart Inc shares in Q1 2026, an estimated $173K.
  • Walmart Inc made up 0.03% of Sather Financial Group's portfolio in Q1 2026, its #64 holding.
  • Sather Financial Group first reported a position in Walmart Inc in Q2 2013 and has held it in 27 quarters since.
  • Sather Financial Group's Walmart Inc position peaked at $14.9M in Q3 2023.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Sather Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.