Sit Investment Associates’s Walmart Inc WMT Stock Holding History

Sit Investment Associates’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	$132K	Hold	1,062	–	–	﹤0.01%	451
2025 Q4	$118K	Hold	1,062	–	–	﹤0.01%	469
2025 Q3	$109K	Hold	1,062	–	–	﹤0.01%	469
2025 Q2	$104K	Hold	1,062	–	–	﹤0.01%	481
2025 Q1	$93K	Hold	1,062	–	–	﹤0.01%	485
2024 Q4	$96K	Hold	1,062	–	–	﹤0.01%	488
2024 Q3	$86K	Hold	1,062	–	–	﹤0.01%	505
2024 Q2	$72K	Hold	1,062	–	–	﹤0.01%	501
2024 Q1	$64K	Hold	1,062	–	–	﹤0.01%	493
2023 Q4	$56K	Hold	1,062	–	–	﹤0.01%	508
2023 Q3	$57K	Hold	1,062	–	–	﹤0.01%	502
2023 Q2	$56K	Hold	1,062	–	–	﹤0.01%	518
2023 Q1	$52K	Hold	1,062	–	–	﹤0.01%	508
2022 Q4	$50K	Buy	1,062 +312	+42%	+$14.8K	﹤0.01%	515
2022 Q3	$32K	Hold	750	–	–	﹤0.01%	509
2022 Q2	$30K	Hold	750	–	–	﹤0.01%	503
2022 Q1	$37K	Hold	750	–	–	﹤0.01%	504
2021 Q4	$36K	Buy	+750	New	+$35.8K	﹤0.01%	502
2021 Q3	–	Sell	-750	Closed	-$35K	–	533
2021 Q2	$35K	Hold	750	–	–	﹤0.01%	511
2021 Q1	$34K	Sell	750 -357	-32%	-$16.5K	﹤0.01%	512
2020 Q4	$53K	Hold	1,107	–	–	﹤0.01%	502
2020 Q3	$52K	Buy	1,107 +750	+210%	+$33.3K	﹤0.01%	496
2020 Q2	$14K	Hold	357	–	–	﹤0.01%	519
2020 Q1	$14K	Hold	357	–	–	﹤0.01%	523
2019 Q4	$14K	Hold	357	–	–	﹤0.01%	511
2019 Q3	$14K	Hold	357	–	–	﹤0.01%	517
2019 Q2	$13K	Sell	357 -318	-47%	-$11K	﹤0.01%	526
2019 Q1	$22K	Hold	675	–	–	﹤0.01%	525
2018 Q4	$21K	Hold	675	–	–	﹤0.01%	527
2018 Q3	$21K	Hold	675	–	–	﹤0.01%	523
2018 Q2	$19K	Hold	675	–	–	﹤0.01%	524
2018 Q1	$20K	Hold	675	–	–	﹤0.01%	520
2017 Q4	$22K	Hold	675	–	–	﹤0.01%	521
2017 Q3	$18K	Hold	675	–	–	﹤0.01%	523
2017 Q2	$17K	Buy	675 +318	+89%	+$8.07K	﹤0.01%	505
2017 Q1	$9K	Hold	357	–	–	﹤0.01%	513
2016 Q4	$8K	Buy	+357	New	+$8.33K	﹤0.01%	510
2016 Q2	–	Sell	-8,850	Closed	-$202K	–	476
2016 Q1	$202K	Hold	8,850	–	–	﹤0.01%	401
2015 Q4	$181K	Sell	8,850 -2,229,780	-100%	-$44.7M	﹤0.01%	402
2015 Q3	$48.4M	Sell	2,238,630 -93,075	-4%	-$2.14M	0.9%	30
2015 Q2	$55.1M	Buy	2,331,705 +641,925	+38%	+$16.4M	1.01%	23
2015 Q1	$46.3M	Buy	+1,689,780	New	+$47.9M	0.8%	33
2014 Q1	–	Sell	-1,571,370	Closed	-$41.2M	–	470
2013 Q4	$41.2M	Sell	1,571,370 -104,490	-6%	-$2.7M	0.73%	48
2013 Q3	$41.3M	Sell	1,675,860 -39,885	-2%	-$1.01M	0.79%	40
2013 Q2	$42.6M	Buy	+1,715,745	New	+$44M	0.86%	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

Sit Investment Associates's WMT Position: Q1 2026 in Review

Sit Investment Associates held its Walmart Inc (WMT) position steady in Q1 2026 at 1,062 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Sit Investment Associates first reported a position in WMT in Q2 2013 and has held it in 45 quarters since. The position peaked at $55.1M in Q2 2015. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Sit Investment Associates held 1,062 shares of Walmart Inc worth $132K as of Q1 2026.
Sit Investment Associates left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up ﹤0.01% of Sit Investment Associates's portfolio in Q1 2026, its #451 holding.
Sit Investment Associates first reported a position in Walmart Inc in Q2 2013 and has held it in 45 quarters since.
Sit Investment Associates's Walmart Inc position peaked at $55.1M in Q2 2015.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Sit Investment Associates's 13F filing for Q1 2026, filed 13 May 2026.