SRB Corp’s Walmart Inc WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$77.1M Sell
620,579
-106,471
-15% -$13.1M 4.74% 11
2025
Q4
$81M Hold
727,050
4.45% 9
2025
Q3
$74.9M Sell
727,050
-40,452
-5% -$4.03M 4.29% 10
2025
Q2
$75M Hold
767,502
4.5% 10
2025
Q1
$67.4M Hold
767,502
4.39% 10
2024
Q4
$69.3M Hold
767,502
3.98% 12
2024
Q3
$62M Hold
767,502
3.47% 16
2024
Q2
$52M Sell
767,502
-11,700
-2% -$737K 3.08% 16
2024
Q1
$46.9M Sell
779,202
-32,850
-4% -$1.88M 2.6% 17
2023
Q4
$42.7M Buy
+812,052
New +$43M 2.52% 18
2021
Q2
Sell
-32,562
Closed -$1.47M 110
2021
Q1
$1.47M Buy
32,562
+16,800
+107% +$778K 0.1% 79
2020
Q4
$757K Buy
15,762
+2,712
+21% +$132K 0.06% 147
2020
Q3
$609K Buy
+13,050
New +$580K 0.05% 42
2020
Q2
Sell
-13,431
Closed -$509K 177
2020
Q1
$509K Buy
13,431
+576
+4% +$22.2K 0.05% 17
2019
Q4
$509K Buy
+12,855
New +$510K 0.04% 113
2017
Q4
Sell
-6,642
Closed -$173K 190
2017
Q3
$173K Sell
6,642
-261
-4% -$6.85K 0.02% 152
2017
Q2
$174K Sell
6,903
-429
-6% -$10.9K 0.02% 157
2017
Q1
$176K Hold
7,332
0.03% 107
2016
Q4
$169K Buy
7,332
+852
+13% +$19.9K 0.02% 132
2016
Q3
$156K Buy
6,480
+417
+7% +$10.1K 0.02% 102
2016
Q2
$148K Sell
6,063
-342
-5% -$7.92K 0.02% 61
2016
Q1
$146K Sell
6,405
-819
-11% -$18K 0.02% 130
2015
Q4
$148K Buy
7,224
+246
+4% +$4.94K 0.02% 32
2015
Q3
$151K Buy
6,978
+1,227
+21% +$28.1K 0.02% 84
2015
Q2
$136K Sell
5,751
-219
-4% -$5.58K 0.02% 146
2015
Q1
$164K Buy
5,970
+768
+15% +$21.8K 0.02% 111
2014
Q4
$149K Sell
5,202
-354
-6% -$9.56K 0.02% 104
2014
Q3
$142K Buy
+5,556
New +$140K 0.02% 57

Other funds holding WMT

SRB Corp's WMT Position: Q1 2026 in Review

SRB Corp reduced its Walmart Inc (WMT) stake by 15% in Q1 2026, selling an estimated $13.1M and leaving 620,579 shares worth $77.1M. The position accounts for 4.74% of the portfolio, ranked #11.

SRB Corp first reported a position in WMT in Q3 2014 and has held it in 28 quarters since. The position peaked at $81M in Q4 2025. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • SRB Corp held 620,579 shares of Walmart Inc worth $77.1M as of Q1 2026.
  • SRB Corp sold 106,471 Walmart Inc shares in Q1 2026, an estimated $13.1M.
  • Walmart Inc made up 4.74% of SRB Corp's portfolio in Q1 2026, its #11 holding.
  • SRB Corp first reported a position in Walmart Inc in Q3 2014 and has held it in 28 quarters since.
  • SRB Corp's Walmart Inc position peaked at $81M in Q4 2025.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on SRB Corp's 13F filing for Q1 2026, filed 14 May 2026.