Searle & Co’s Walmart Inc WMT Stock Holding History

Searle & Co’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 Q3	$388K	Sell	3,735 -400	-10%	-$43.9K	0.09%	135
2026 Q2	$468K	Buy	4,135 +836	+25%	+$104K	0.11%	126
2026 Q1	$410K	Buy	3,299 +400	+14%	+$49.1K	0.1%	137
2025 Q4	$323K	Buy	+2,899	New	+$311K	0.08%	142
2025 Q2	–	Sell	-2,813	Closed	-$247K	–	186
2025 Q1	$247K	Buy	2,813 +2	+0.1%	+$188	0.07%	154
2024 Q4	$254K	Buy	+2,811	New	+$244K	0.07%	159
2018 Q3	–	Sell	-12,150	Closed	-$347K	–	136
2018 Q2	$347K	Buy	12,150 +1,500	+14%	+$42.6K	0.22%	97
2018 Q1	$316K	Buy	+10,650	New	+$343K	0.21%	102
2015 Q3	–	Sell	-600	Closed	-$14K	–	259
2015 Q2	$14K	Sell	600 -1,500	-71%	-$38.2K	0.01%	259
2015 Q1	$57K	Hold	2,100	–	–	0.05%	160
2014 Q4	$60K	Buy	+2,100	New	+$56.7K	0.05%	186

Other funds holding WMT

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

Searle & Co's WMT Position: Q3 2026 in Review

Searle & Co reduced its Walmart Inc (WMT) stake by 9.7% in Q3 2026, selling an estimated $43.9K and leaving 3,735 shares worth $388K. The position accounts for 0.09% of the portfolio, ranked #135.

Searle & Co first reported a position in WMT in Q4 2014 and has held it in 11 quarters since. The position peaked at $468K in Q2 2026. 2,564 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Searle & Co held 3,735 shares of Walmart Inc worth $388K as of Q3 2026.
Searle & Co sold 400 Walmart Inc shares in Q3 2026, an estimated $43.9K.
Walmart Inc made up 0.09% of Searle & Co's portfolio in Q3 2026, its #135 holding.
Searle & Co first reported a position in Walmart Inc in Q4 2014 and has held it in 11 quarters since.
Searle & Co's Walmart Inc position peaked at $468K in Q2 2026.
2,564 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Searle & Co's 13F filing for Q3 2026, filed 4 Nov 2026.