Savant Capital’s Walmart Inc WMT Stock Holding History

Savant Capital’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	$28.5M	Buy	229,427 +8,781	+4%	+$1.08M	0.14%	92
2025 Q4	$24.6M	Buy	220,646 +6,493	+3%	+$697K	0.14%	103
2025 Q3	$22.1M	Buy	214,153 +5,191	+2%	+$517K	0.13%	106
2025 Q2	$20.4M	Sell	208,962 -4,007	-2%	-$382K	0.15%	96
2025 Q1	$18.7M	Sell	212,969 -44,176	-17%	-$4.14M	0.16%	88
2024 Q4	$23.2M	Sell	257,145 -12,042	-4%	-$1.04M	0.18%	87
2024 Q3	$21.7M	Buy	269,187 +49,527	+23%	+$3.64M	0.18%	91
2024 Q2	$14.9M	Buy	219,660 +8,397	+4%	+$529K	0.15%	106
2024 Q1	$12.7M	Buy	211,263 +26,820	+15%	+$1.53M	0.15%	107
2023 Q4	$9.69M	Sell	184,443 -2,373	-1%	-$126K	0.12%	120
2023 Q3	$9.96M	Buy	186,816 +3,258	+2%	+$173K	0.15%	115
2023 Q2	$9.62M	Buy	183,558 +8,868	+5%	+$447K	0.15%	112
2023 Q1	$8.59M	Buy	174,690 +9,201	+6%	+$437K	0.16%	99
2022 Q4	$3.02M	Buy	165,489 +102,573	+163%	+$4.87M	0.07%	131
2022 Q3	$2.72M	Sell	62,916 -267	-0.4%	-$11.7K	0.08%	123
2022 Q2	$2.56M	Sell	63,183 -1,197	-2%	-$55.2K	0.08%	126
2022 Q1	$3.2M	Sell	64,380 -1,176	-2%	-$55.2K	0.1%	107
2021 Q4	$3.16M	Buy	65,556 +1,962	+3%	+$93.7K	0.1%	113
2021 Q3	$2.96M	Buy	63,594 +7,098	+13%	+$342K	0.11%	107
2021 Q2	$2.66M	Buy	56,496 +636	+1%	+$29.6K	0.11%	104
2021 Q1	$2.53M	Sell	55,860 -4,776	-8%	-$221K	0.14%	99
2020 Q4	$2.91M	Buy	60,636 +1,098	+2%	+$53.3K	0.17%	84
2020 Q3	$2.78M	Sell	59,538 -1,569	-3%	-$69.8K	0.19%	78
2020 Q2	$2.44M	Buy	61,107 +2,697	+5%	+$111K	0.18%	92
2020 Q1	$2.21M	Buy	58,410 +8,169	+16%	+$314K	0.21%	91
2019 Q4	$1.99M	Buy	50,241 +1,530	+3%	+$60.8K	0.24%	90
2019 Q3	$1.93M	Sell	48,711 -3,516	-7%	-$133K	0.27%	82
2019 Q2	$1.92M	Buy	52,227 +291	+0.6%	+$10K	0.27%	78
2019 Q1	$1.69M	Buy	51,936 +366	+0.7%	+$11.9K	0.32%	69
2018 Q4	$1.6M	Sell	51,570 -735	-1%	-$23.6K	0.34%	64
2018 Q3	$1.64M	Buy	52,305 +2,796	+6%	+$85.5K	0.29%	69
2018 Q2	$1.41M	Sell	49,509 -2,484	-5%	-$70.6K	0.3%	64
2018 Q1	$1.54M	Buy	51,993 +837	+2%	+$26.9K	0.33%	60
2017 Q4	$1.68M	Buy	51,156 +7,173	+16%	+$219K	0.35%	52
2017 Q3	$1.15M	Buy	43,983 +6,963	+19%	+$183K	0.26%	69
2017 Q2	$934K	Buy	37,020 +2,037	+6%	+$51.7K	0.22%	74
2017 Q1	$841K	Buy	34,983 +3,237	+10%	+$74.5K	0.21%	76
2016 Q4	$731K	Buy	31,746 +21	+0.1%	+$490	0.2%	85
2016 Q3	$763K	Sell	31,725 -1,335	-4%	-$32.4K	0.21%	79
2016 Q2	$805K	Buy	33,060 +2,238	+7%	+$51.8K	0.23%	73
2016 Q1	$704K	Buy	30,822 +333	+1%	+$7.3K	0.21%	78
2015 Q4	$623K	Buy	30,489 +798	+3%	+$16K	0.19%	83
2015 Q3	$642K	Sell	29,691 -7,617	-20%	-$175K	0.23%	74
2015 Q2	$882K	Sell	37,308 -1,458	-4%	-$37.2K	0.3%	60
2015 Q1	$1.06M	Buy	38,766 +2,955	+8%	+$83.8K	0.38%	47
2014 Q4	$1.02M	Buy	35,811 +474	+1%	+$12.8K	0.39%	46
2014 Q3	$901K	Buy	35,337 +270	+0.8%	+$6.82K	0.38%	49
2014 Q2	$877K	Sell	35,067 -1,260	-3%	-$32.4K	0.38%	48
2014 Q1	$925K	Sell	36,327 -4,230	-10%	-$106K	0.43%	43
2013 Q4	$1.06M	Buy	40,557 +4,740	+13%	+$122K	0.52%	37
2013 Q3	$883K	Sell	35,817 -729	-2%	-$18.4K	0.48%	39
2013 Q2	$907K	Buy	+36,546	New	+$937K	0.53%	37

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

Savant Capital's WMT Position: Q1 2026 in Review

Savant Capital increased its Walmart Inc (WMT) stake by 4% in Q1 2026, buying an estimated $1.08M and bringing the position to 229,427 shares worth $28.5M. The position accounts for 0.14% of the portfolio, ranked #92.

Savant Capital first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Savant Capital held 229,427 shares of Walmart Inc worth $28.5M as of Q1 2026.
Savant Capital bought 8,781 Walmart Inc shares in Q1 2026, an estimated $1.08M.
Walmart Inc made up 0.14% of Savant Capital's portfolio in Q1 2026, its #92 holding.
Savant Capital first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.