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STALEY CAPITAL ADVISERS’s Walmart Inc WMT Stock Holding History

STALEY CAPITAL ADVISERS’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 		$432K Hold
3,477
– – 0.02% 138
2025
Q4 		$387K Hold
3,477
– – 0.02% 147
2025
Q3 		$358K Hold
3,477
– – 0.01% 156
2025
Q2 		$340K Hold
3,477
– – 0.01% 153
2025
Q1 		$305K Hold
3,477
– – 0.01% 157
2024
Q4 		$314K Hold
3,477
– – 0.01% 153
2024
Q3 		$281K Hold
3,477
– – 0.01% 161
2024
Q2 		$235K Sell
3,477
-90
-3% -$5.67K 0.01% 164
2024
Q1 		$215K Buy
+3,567
New +$204K 0.01% 170
2023
Q2 		– Sell
-256,968
Closed -$12.6M – 184
2023
Q1 		$12.6M Sell
256,968
-5,250
-2% -$249K 0.71% 36
2022
Q4 		$12.4M Sell
262,218
-9,099
-3% -$432K 0.74% 36
2022
Q3 		$11.7M Buy
271,317
+585
+0.2% +$25.6K 0.75% 36
2022
Q2 		$11M Sell
270,732
-18,090
-6% -$834K 0.65% 38
2022
Q1 		$14.3M Buy
288,822
+309
+0.1% +$14.5K 0.72% 34
2021
Q4 		$13.9M Sell
288,513
-3,000
-1% -$143K 0.66% 35
2021
Q3 		$13.5M Buy
291,513
+11,550
+4% +$556K 0.73% 35
2021
Q2 		$13.2M Buy
279,963
+60,444
+28% +$2.82M 0.69% 36
2021
Q1 		$9.94M Buy
219,519
+214,020
+3,892% +$9.91M 0.55% 43
2020
Q4 		$264K Hold
5,499
– – 0.02% 154
2020
Q3 		$256K Hold
5,499
– – 0.02% 142
2020
Q2 		$220K Buy
+5,499
New +$226K 0.02% 143

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

STALEY CAPITAL ADVISERS's WMT Position: Q1 2026 in Review

STALEY CAPITAL ADVISERS held its Walmart Inc (WMT) position steady in Q1 2026 at 3,477 shares worth $432K. The position accounts for 0.02% of the portfolio, ranked #138.

STALEY CAPITAL ADVISERS first reported a position in WMT in Q2 2020 and has held it in 21 quarters since. The position peaked at $14.3M in Q1 2022. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • STALEY CAPITAL ADVISERS held 3,477 shares of Walmart Inc worth $432K as of Q1 2026.
  • STALEY CAPITAL ADVISERS left its Walmart Inc share count unchanged in Q1 2026.
  • Walmart Inc made up 0.02% of STALEY CAPITAL ADVISERS's portfolio in Q1 2026, its #138 holding.
  • STALEY CAPITAL ADVISERS first reported a position in Walmart Inc in Q2 2020 and has held it in 21 quarters since.
  • STALEY CAPITAL ADVISERS's Walmart Inc position peaked at $14.3M in Q1 2022.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q1 2026, filed 29 Apr 2026.