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Silvercrest Asset Management’s Walmart Inc WMT Stock Holding History

Silvercrest Asset Management’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 		$14.8M Buy
119,117
+10,873
+10% +$1.33M 0.11% 249
2025
Q4 		$12.1M Buy
108,244
+833
+0.8% +$89.4K 0.08% 292
2025
Q3 		$11.1M Buy
107,411
+158
+0.1% +$15.7K 0.07% 292
2025
Q2 		$10.5M Buy
107,253
+2,386
+2% +$227K 0.07% 306
2025
Q1 		$9.21M Buy
104,867
+10,506
+11% +$986K 0.07% 309
2024
Q4 		$8.53M Sell
94,361
-437
-0.5% -$37.9K 0.06% 335
2024
Q3 		$7.65M Buy
94,798
+1,730
+2% +$127K 0.05% 309
2024
Q2 		$6.3M Sell
93,068
-765
-0.8% -$48.2K 0.04% 362
2024
Q1 		$5.65M Sell
93,833
-6,442
-6% -$369K 0.04% 370
2023
Q4 		$5.27M Buy
100,275
+7,917
+9% +$419K 0.04% 362
2023
Q3 		$4.92M Buy
92,358
+8,655
+10% +$461K 0.04% 363
2023
Q2 		$4.39M Buy
83,703
+4,833
+6% +$244K 0.03% 391
2023
Q1 		$3.88M Sell
78,870
-240
-0.3% -$11.4K 0.03% 388
2022
Q4 		$3.74M Sell
79,110
-1,623
-2% -$77.1K 0.03% 387
2022
Q3 		$3.49M Sell
80,733
-2,250
-3% -$98.6K 0.03% 380
2022
Q2 		$3.36M Sell
82,983
-2,190
-3% -$101K 0.03% 400
2022
Q1 		$4.23M Buy
85,173
+246
+0.3% +$11.5K 0.03% 399
2021
Q4 		$4.1M Buy
84,927
+18,801
+28% +$898K 0.03% 409
2021
Q3 		$3.07M Sell
66,126
-28,038
-30% -$1.35M 0.02% 444
2021
Q2 		$4.43M Sell
94,164
-2,448
-3% -$114K 0.03% 407
2021
Q1 		$4.37M Buy
96,612
+3,117
+3% +$144K 0.03% 398
2020
Q4 		$4.49M Buy
93,495
+11,643
+14% +$565K 0.03% 377
2020
Q3 		$3.82M Buy
81,852
+6,123
+8% +$272K 0.03% 380
2020
Q2 		$3.02M Sell
75,729
-426
-0.6% -$17.5K 0.03% 404
2020
Q1 		$2.88M Sell
76,155
-9,735
-11% -$374K 0.03% 380
2019
Q4 		$3.4M Buy
85,890
+13,878
+19% +$551K 0.03% 414
2019
Q3 		$2.85M Buy
72,012
+348
+0.5% +$13.1K 0.02% 425
2019
Q2 		$2.64M Buy
71,664
+4,620
+7% +$159K 0.02% 297
2019
Q1 		$2.18M Buy
67,044
+156
+0.2% +$5.06K 0.02% 311
2018
Q4 		$2.08M Buy
66,888
+5,964
+10% +$191K 0.02% 297
2018
Q3 		$1.91M Sell
60,924
-1,569
-3% -$48K 0.02% 320
2018
Q2 		$1.78M Buy
62,493
+393
+0.6% +$11.2K 0.02% 334
2018
Q1 		$1.84M Sell
62,100
-1,518
-2% -$48.8K 0.02% 326
2017
Q4 		$2.09M Buy
63,618
+1,362
+2% +$41.7K 0.02% 314
2017
Q3 		$1.62M Sell
62,256
-6,150
-9% -$161K 0.02% 325
2017
Q2 		$1.73M Buy
68,406
+1,323
+2% +$33.6K 0.02% 317
2017
Q1 		$1.61M Sell
67,083
-177
-0.3% -$4.07K 0.02% 320
2016
Q4 		$1.55M Sell
67,260
-6,819
-9% -$159K 0.02% 311
2016
Q3 		$1.78M Buy
74,079
+6,603
+10% +$160K 0.02% 301
2016
Q2 		$1.64M Sell
67,476
-4,014
-6% -$92.9K 0.02% 303
2016
Q1 		$1.63M Sell
71,490
-13,533
-16% -$297K 0.02% 297
2015
Q4 		$1.74M Buy
85,023
+34,320
+68% +$689K 0.02% 302
2015
Q3 		$1.1M Sell
50,703
-14,490
-22% -$332K 0.02% 321
2015
Q2 		$1.54M Buy
65,193
+12,972
+25% +$331K 0.02% 311
2015
Q1 		$1.43M Buy
52,221
+4,647
+10% +$132K 0.02% 296
2014
Q4 		$1.36M Buy
47,574
+486
+1% +$13.1K 0.02% 296
2014
Q3 		$1.2M Sell
47,088
-13,635
-22% -$344K 0.02% 303
2014
Q2 		$1.52M Buy
60,723
+1,500
+3% +$38.5K 0.02% 284
2014
Q1 		$1.51M Buy
59,223
+12,960
+28% +$325K 0.02% 281
2013
Q4 		$1.21M Sell
46,263
-942
-2% -$24.3K 0.02% 298
2013
Q3 		$1.16M Buy
47,205
+29,604
+168% +$746K 0.02% 291
2013
Q2 		$437K Buy
+17,601
New +$451K 0.01% 341

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

Silvercrest Asset Management's WMT Position: Q1 2026 in Review

Silvercrest Asset Management increased its Walmart Inc (WMT) stake by 10% in Q1 2026, buying an estimated $1.33M and bringing the position to 119,117 shares worth $14.8M. The position accounts for 0.11% of the portfolio, ranked #249.

Silvercrest Asset Management first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Silvercrest Asset Management held 119,117 shares of Walmart Inc worth $14.8M as of Q1 2026.
  • Silvercrest Asset Management bought 10,873 Walmart Inc shares in Q1 2026, an estimated $1.33M.
  • Walmart Inc made up 0.11% of Silvercrest Asset Management's portfolio in Q1 2026, its #249 holding.
  • Silvercrest Asset Management first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.