Shotwell Rutter Baer’s Walmart Inc WMT Stock Holding History

Shotwell Rutter Baer’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	$677K	Hold	5,449	–	–	0.4%	22
2025 Q4	$616K	Hold	5,449	–	–	0.37%	24
2025 Q3	$561K	Hold	5,449	–	–	0.36%	25
2025 Q2	$536K	Hold	5,449	–	–	0.36%	26
2025 Q1	$453K	Sell	5,449 -50	-0.9%	-$4.69K	0.4%	27
2024 Q4	$511K	Hold	5,499	–	–	0.43%	23
2024 Q3	$445K	Hold	5,499	–	–	0.37%	27
2024 Q2	$384K	Buy	+5,499	New	+$346K	0.34%	28

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

Shotwell Rutter Baer's WMT Position: Q1 2026 in Review

Shotwell Rutter Baer held its Walmart Inc (WMT) position steady in Q1 2026 at 5,449 shares worth $677K. The position accounts for 0.4% of the portfolio, ranked #22.

Shotwell Rutter Baer first reported a position in WMT in Q2 2024 and has held it in 8 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Shotwell Rutter Baer held 5,449 shares of Walmart Inc worth $677K as of Q1 2026.
Shotwell Rutter Baer left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up 0.4% of Shotwell Rutter Baer's portfolio in Q1 2026, its #22 holding.
Shotwell Rutter Baer first reported a position in Walmart Inc in Q2 2024 and has held it in 8 quarters since.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Shotwell Rutter Baer's 13F filing for Q1 2026, filed 22 Apr 2026.