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Sittner & Nelson’s Walmart Inc WMT Stock Holding History

Sittner & Nelson’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 		$761K Hold
6,124
– – 0.28% 71
2025
Q4 		$803K Sell
6,124
-45
-0.7% -$4.83K 0.28% 71
2025
Q3 		$636K Buy
6,169
+2
+0% +$199 0.23% 70
2025
Q2 		$603K Buy
6,167
+3
+0% +$286 0.24% 68
2025
Q1 		$541K Buy
6,164
+1
+0% +$94 0.23% 69
2024
Q4 		$557K Hold
6,163
– – 0.24% 65
2024
Q3 		$498K Sell
6,163
-54
-0.9% -$3.97K 0.22% 70
2024
Q2 		$421K Sell
6,217
-700
-10% -$44.1K 0.21% 72
2024
Q1 		$416K Sell
6,917
-1
-0% -$57 0.21% 74
2023
Q4 		$364K Hold
6,918
– – 0.19% 80
2023
Q3 		$369K Sell
6,918
-60
-0.9% -$3.19K 0.21% 75
2023
Q2 		$366K Sell
6,978
-801
-10% -$40.4K 0.2% 79
2023
Q1 		$382K Buy
7,779
+6
+0.1% +$285 0.22% 78
2022
Q4 		$367K Hold
7,773
– – 0.22% 81
2022
Q3 		$336K Sell
7,773
-900
-10% -$39.4K 0.23% 76
2022
Q2 		$351K Buy
8,673
+1,500
+21% +$69.2K 0.23% 79
2022
Q1 		$356K Sell
7,173
-408
-5% -$19.2K 0.21% 78
2021
Q4 		$366K Buy
7,581
+1,500
+25% +$71.6K 0.21% 75
2021
Q3 		$283K Hold
6,081
– – 0.18% 79
2021
Q2 		$286K Hold
6,081
– – 0.2% 71
2021
Q1 		$275K Hold
6,081
– – 0.21% 71
2020
Q4 		$292K Buy
+6,081
New +$295K 0.26% 70

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

Sittner & Nelson's WMT Position: Q1 2026 in Review

Sittner & Nelson held its Walmart Inc (WMT) position steady in Q1 2026 at 6,124 shares worth $761K. The position accounts for 0.28% of the portfolio, ranked #71.

Sittner & Nelson first reported a position in WMT in Q4 2020 and has held it in 22 quarters since. The position peaked at $803K in Q4 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Sittner & Nelson held 6,124 shares of Walmart Inc worth $761K as of Q1 2026.
  • Sittner & Nelson left its Walmart Inc share count unchanged in Q1 2026.
  • Walmart Inc made up 0.28% of Sittner & Nelson's portfolio in Q1 2026, its #71 holding.
  • Sittner & Nelson first reported a position in Walmart Inc in Q4 2020 and has held it in 22 quarters since.
  • Sittner & Nelson's Walmart Inc position peaked at $803K in Q4 2025.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.