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South Shore Capital Advisors’s Walmart Inc WMT Stock Holding History

South Shore Capital Advisors’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 		$1.17M Buy
9,441
+206
+2% +$25.3K 0.86% 27
2025
Q4 		$1.03M Buy
+9,235
New +$992K 0.75% 26
2022
Q3 		$581K Hold
13,449
– – 1.35% 19
2022
Q2 		$545K Buy
13,449
+255
+2% +$11.8K 1.14% 23
2022
Q1 		$655K Sell
13,194
-390
-3% -$18.3K 1.07% 23
2021
Q4 		$655K Buy
13,584
+477
+4% +$22.8K 1.07% 25
2021
Q3 		$609K Sell
13,107
-267
-2% -$12.9K 1.1% 27
2021
Q2 		$629K Buy
13,374
+108
+0.8% +$5.03K 1.11% 21
2021
Q1 		$601K Sell
13,266
-3,912
-23% -$181K 0.6% 40
2020
Q4 		$825K Buy
+17,178
New +$834K 0.82% 30

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

South Shore Capital Advisors's WMT Position: Q1 2026 in Review

South Shore Capital Advisors increased its Walmart Inc (WMT) stake by 2.2% in Q1 2026, buying an estimated $25.3K and bringing the position to 9,441 shares worth $1.17M. The position accounts for 0.86% of the portfolio, ranked #27.

South Shore Capital Advisors first reported a position in WMT in Q4 2020 and has held it in 10 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • South Shore Capital Advisors held 9,441 shares of Walmart Inc worth $1.17M as of Q1 2026.
  • South Shore Capital Advisors bought 206 Walmart Inc shares in Q1 2026, an estimated $25.3K.
  • Walmart Inc made up 0.86% of South Shore Capital Advisors's portfolio in Q1 2026, its #27 holding.
  • South Shore Capital Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 10 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on South Shore Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.