SFI
WMT icon

Siemens Fonds Invest’s Walmart Inc WMT Stock Holding History

Siemens Fonds Invest’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 		$22.2M Buy
178,548
+29,462
+20% +$3.62M 1.27% 11
2025
Q4 		$16.7M Buy
149,086
+14,916
+11% +$1.6M 0.89% 14
2025
Q3 		$13.8M Sell
134,170
-3,553
-3% -$354K 0.76% 20
2025
Q2 		$13.5M Buy
137,723
+9,058
+7% +$863K 0.79% 18
2025
Q1 		$11.3M Buy
128,665
+2,059
+2% +$193K 0.78% 20
2024
Q4 		$11.5M Buy
126,606
+69,282
+121% +$6.01M 0.77% 19
2024
Q3 		$4.63M Buy
57,324
+10,333
+22% +$759K 0.37% 69
2024
Q2 		$3.18M Sell
46,991
-11,676
-20% -$735K 0.24% 111
2024
Q1 		$3.53M Buy
58,667
+10,973
+23% +$628K 0.27% 103
2023
Q4 		$2.51M Buy
47,694
+11,112
+30% +$588K 0.2% 140
2023
Q3 		$1.95M Buy
36,582
+192
+0.5% +$10.2K 0.2% 139
2023
Q2 		$1.9M Hold
36,390
– – 0.18% 139
2023
Q1 		$1.79M Sell
36,390
-6,276
-15% -$298K 0.19% 143
2022
Q4 		$2.02M Hold
42,666
– – 0.2% 125
2022
Q3 		$1.84M Sell
42,666
-1,839
-4% -$80.6K 0.21% 129
2022
Q2 		$1.8M Sell
44,505
-1,674
-4% -$77.2K 0.19% 136
2022
Q1 		$2.29M Sell
46,179
-65,607
-59% -$3.08M 0.19% 130
2021
Q4 		$5.33M Buy
111,786
+453
+0.4% +$21.6K 0.35% 58
2021
Q3 		$5.17M Buy
111,333
+5,148
+5% +$248K 0.35% 49
2021
Q2 		$4.99M Sell
106,185
-5,547
-5% -$258K 0.59% 48
2021
Q1 		$5.06M Buy
111,732
+7,425
+7% +$344K 0.49% 56
2020
Q4 		$5.01M Buy
+104,307
New +$5.07M 0.52% 57

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

Siemens Fonds Invest's WMT Position: Q1 2026 in Review

Siemens Fonds Invest increased its Walmart Inc (WMT) stake by 20% in Q1 2026, buying an estimated $3.62M and bringing the position to 178,548 shares worth $22.2M. The position accounts for 1.27% of the portfolio, ranked #11.

Siemens Fonds Invest first reported a position in WMT in Q4 2020 and has held it in 22 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Siemens Fonds Invest held 178,548 shares of Walmart Inc worth $22.2M as of Q1 2026.
  • Siemens Fonds Invest bought 29,462 Walmart Inc shares in Q1 2026, an estimated $3.62M.
  • Walmart Inc made up 1.27% of Siemens Fonds Invest's portfolio in Q1 2026, its #11 holding.
  • Siemens Fonds Invest first reported a position in Walmart Inc in Q4 2020 and has held it in 22 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Siemens Fonds Invest's 13F filing for Q1 2026, filed 15 May 2026.