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SRH Advisors’s Walmart Inc WMT Stock Holding History

SRH 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 		$2.21M Buy
17,821
+19
+0.1% +$2.33K 0.63% 14
2025
Q4 		$1.98M Hold
17,802
– – 0.57% 15
2025
Q3 		$1.83M Sell
17,802
-398
-2% -$39.6K 0.54% 15
2025
Q2 		$1.78M Buy
18,200
+8
+0% +$762 0.54% 15
2025
Q1 		$1.6M Sell
18,192
-765
-4% -$71.8K 0.49% 16
2024
Q4 		$1.71M Sell
18,957
-2,936
-13% -$255K 0.51% 16
2024
Q3 		$1.77M Buy
21,893
+25
+0.1% +$1.84K 0.54% 17
2024
Q2 		$1.48M Sell
21,868
-33,044
-60% -$2.08M 0.5% 17
2024
Q1 		$3.3M Sell
54,912
-72
-0.1% -$4.12K 1.05% 11
2023
Q4 		$2.89M Hold
54,984
– – 1.01% 11
2023
Q3 		$2.93M Buy
54,984
+60
+0.1% +$3.19K 1.43% 9
2023
Q2 		$2.7M Hold
54,924
– – 1.44% 9
2023
Q1 		$2.7M Sell
54,924
-894
-2% -$42.4K 1.44% 9
2022
Q4 		$2.64M Hold
55,818
– – 1.46% 9
2022
Q3 		$2.41M Sell
55,818
-207
-0.4% -$9.07K 3.14% 7
2022
Q2 		$2.27M Buy
56,025
+15
+0% +$692 2.8% 9
2022
Q1 		$2.78M Buy
56,010
+6
+0% +$282 3.08% 7
2021
Q4 		$2.7M Buy
56,004
+486
+0.9% +$23.2K 3.07% 7
2021
Q3 		$2.58M Sell
55,518
-492
-0.9% -$23.7K 3.14% 6
2021
Q2 		$2.63M Buy
56,010
+15
+0% +$699 3.28% 6
2021
Q1 		$2.54M Buy
55,995
+6
+0% +$278 3.61% 6
2020
Q4 		$2.69M Sell
55,989
-30
-0.1% -$1.46K 4.45% 5
2020
Q3 		$2.61M Sell
56,019
-306
-0.5% -$13.6K 5.03% 5
2020
Q2 		$2.25M Buy
56,325
+30
+0.1% +$1.23K 5.59% 4
2020
Q1 		$2.13M Buy
56,295
+33,009
+142% +$1.27M 5.93% 4
2019
Q4 		$923K Sell
23,286
-3
-0% -$119 2.96% 9
2019
Q3 		$921K Buy
23,289
+9
+0% +$340 3.1% 8
2019
Q2 		$857K Buy
23,280
+21
+0.1% +$724 2.92% 9
2019
Q1 		$756K Buy
23,259
+9
+0% +$292 2.68% 10
2018
Q4 		$722K Hold
23,250
– – 2.76% 10
2018
Q3 		$728K Hold
23,250
– – 2.49% 10
2018
Q2 		$664K Hold
23,250
– – 2.49% 11
2018
Q1 		$690K Hold
23,250
– – 2.74% 11
2017
Q4 		$765K Hold
23,250
– – 3.02% 11
2017
Q3 		$606K Hold
23,250
– – 2.57% 11
2017
Q2 		$587K Hold
23,250
– – 2.8% 11
2017
Q1 		$559K Hold
23,250
– – 2.61% 11
2016
Q4 		$536K Buy
23,250
+2,100
+10% +$49K 2.66% 10
2016
Q3 		$508K Hold
21,150
– – 2.65% 10
2016
Q2 		$515K Sell
21,150
-750
-3% -$17.4K 2.74% 9
2016
Q1 		$500K Hold
21,900
– – 2.76% 8
2015
Q4 		$447K Buy
21,900
+3,000
+16% +$60.2K 2.63% 8
2015
Q3 		$408K Buy
18,900
+300
+2% +$6.88K 2.39% 8
2015
Q2 		$440K Hold
18,600
– – 2.78% 6
2015
Q1 		$510K Hold
18,600
– – 3.37% 5
2014
Q4 		$532K Hold
18,600
– – 3.62% 4
2014
Q3 		$474K Hold
18,600
– – 3.65% 4
2014
Q2 		$465K Hold
18,600
– – 3.66% 5
2014
Q1 		$474K Hold
18,600
– – 3.79% 5
2013
Q4 		$488K Buy
+18,600
New +$480K 4.8% 5

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

SRH Advisors's WMT Position: Q1 2026 in Review

SRH Advisors increased its Walmart Inc (WMT) stake by 0.11% in Q1 2026, buying an estimated $2.33K and bringing the position to 17,821 shares worth $2.21M. The position accounts for 0.63% of the portfolio, ranked #14.

SRH Advisors first reported a position in WMT in Q4 2013 and has held it in 50 quarters since. The position peaked at $3.3M in Q1 2024. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • SRH Advisors held 17,821 shares of Walmart Inc worth $2.21M as of Q1 2026.
  • SRH Advisors bought 19 Walmart Inc shares in Q1 2026, an estimated $2.33K.
  • Walmart Inc made up 0.63% of SRH Advisors's portfolio in Q1 2026, its #14 holding.
  • SRH Advisors first reported a position in Walmart Inc in Q4 2013 and has held it in 50 quarters since.
  • SRH Advisors's Walmart Inc position peaked at $3.3M in Q1 2024.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.